Business Packages


            ACCOUNTING

            ADVISORY

            COMPLIANCE

            COMPANY SETUP

            ADD-ONS

            BASIC

            $999
            BUSINESS
            LLC/C-CORP
            Consultation $200/hr
            $549
            Consultation
            (120 min)
            $499
            $599
            Payroll $20/Employee/month
            Company Info Setup
            Tax Scenarios
            Stock Ledger
            Name Availability Check
            Accounting $50/hr
            Chart of Accounts Setup
            Quarterly Review
            Bylaws & Minutes
            Articles & EIN
            Quickbooks Setup $200
            SOI Filing
            Stock Sale Planning
            Annual Report Filing
            Startup Guide
            A/P Reconciliation $50/hr 
            (minimum 5 hrs)
            Bank Feeds
            Kids Education Planning
            Registered Agent Service

            Financial Statements $250
            QBO Basic Training
            (30 min) 
            Comparison Analysis
            Consultation w/ Attorney
            (15 min)
            S-CORP
            Payroll Setup $150
            Follow Up Training
            (30 min)
            Reports

            $559
            SI $80

            Tax Law Updates
            CPA REVIEW
            INCLUDES ABOVE +
            1099 Setup $25
            ($10 each for 1 - 50)
            ($5 each for 50+)
             PREMIUM
            Custom Reminders
            $250
            S-Corp Election
            Company Election $100
            $999
            (annually)

            CPA Letter
            PREMIUM
            Shares Certificate $100 
            INCLUDES BASIC +

            Tax Return Copies & Transcripts
            $799
            Stock Ledger $100 
            Financial Statements
            (quarterly)****


            SI Filing
            Bylaws & Minutes $250
            Payroll Setup & Processing
            (up to 3 employees)

            LOAN/REFI
            Shares Certificate(s)
            (up to 2)
            Annual Review $100
            QBO Advanced Training
            (60 min)

            Retainer $300
            Stock Ledger
            Payment Plan Setup $100
            Custom Reminders

            Financial Statements Reconciliation
            $50/hr
            Accounting/Payroll Setup 
            (up to 60 min) 
            Registered Agent $250




            Payroll Withholding & Unemployment $150/state


            AUDIT
            NON-PROFIT 



            Retainer $500
            $1,799



            Reconciliation $50/hr
            501(c)(3) Status



            Audit Meeting $100/hr
            State Exemption




            Charitable Trust Registration


            SERVICES INCLUDED ARE ONLY VALID UNTIL DECEMBER 31ST OF THE PACKAGE'S CURRENT YEAR
            *PACKAGE PRICE MINUS TAX PREPARATION FEES ALREADY PAID
            **APPOINTMENTS ARE VALID MONDAY-FRIDAY AND ONLY VALID ONCE CONFIRMED
            ***BUSINESS HOURS
            ALL PACKAGES & ADD-ONS ARE SUBJECT TO CHANGE WITHOUT NOTICE.

            Updated: 06 Jan 2020 08:26 AM
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