Services for Every Need

SOW Package

  • Suitable for small business with minimal transactions

  • Dedicated account manager

  • A review of your books year-to-date

  • Monthly bank and credit card reconciliations

  • Categorization of income and expenses

  • Preparation of monthly financial statements

GROW Package

  • Ideal for growing businesses with moderate transactions

  • All Services from SOW Package

  • Access to Virtual and In-Person Help

  • Custom Bookkeeping Tasks

  • Monthly Financial Reviews

  • Quarterly Tax Planning

THRIVE Package

  • Comprehensive services for established businesses w/

    a larger volume of transactions.

  • All services from the GROW package.

  • Full Charge Bookkeeping Tasks (AP/AR)

  • In-depth financial analysis.

  • Bi-monthly financial review.

  • Annual budgeting and forecasting.

Additional Services:

  • New Business Start-Up Process and Preparation

  • Weekly, Bi-Weekly, Semi-Monthly, Monthly Payroll Processing - Including Quarterly Payroll Tax Reporting

  • Monthly State Sales Tax Preparation

  • In-House Quickbooks Training

Custom Packages:

  • Tailored packages can be created based on the unique needs of each client.

  • Pricing will be determined after a detailed consultation and assessment of client requirements.

Notes:

  • Prices may vary based on the complexity of the client's business and the volume of transactions.

  • Additional services can be added or adjusted based on client preferences.

  • All prices are starting points and are subject to negotiation based on specific client needs.