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Packages for Businesses

CFO
Accountant
Bookkeeper
Monthly Investment (A & B below)
Starting at $1,200
Starting at $500
Starting at $300
Onboarding & Setup (A & B below)
One-time same as first month
One-time same as first month
One-time same as first month
Service
CFO
Accountant
Bookkeeper
Transaction Categorization
Weekly
Monthly
Quarterly
Account Reconciliation
Weekly
Monthly
Quarterly
Financial Reporting
1st Week of the Month
2nd & 3rd week of the Month
Quarterly by End of Following Month
Important Tax Document Retention
QuickBooks Online Essentials
-
Annual Sales & Use Tax Reporting
Optional Add-In
-
Annual Personal Property Tax Reporting
Optional Add-In
-
Annual Worker's Comp Audit
Optional Add-In
-
State Annual Report
Optional Add-In
-
Compliance Services
Service
CFO
Accountant
Bookkeeper
Reasonable Compensation Analysis
Federal & State Income Tax Estimation
Coordination with Financial Advisor
-
Tax Projection Report
-
Proactive Tax Planning
-
Budgeting
-
-
Cash Flow Forecasting
-
-
Revenue Stream Analysis
-
-
Advisory Services
Service
CFO
Accountant
Bookkeeper
Strategic Planning Meeting
Quarterly
Twice per Year
Annually
Email and Portal Messaging Support
24-Hour Response Time
48-Hour Response Time
72-Hour Response Time
Phone Support
24-Hour Response Time
48-Hour Response Time
-
IRS Notice & Audit Support
5 Hours Per Year Included
2.5 Hours Per Year Included
-
Access & Support
Service
CFO
Accountant
Bookkeeper
IRS Account Monitoring
Available
Available
Available
Full-Service Payroll
Available
Available
Available
Business Tax Return (See A below)
Available
Available
Available
Individual Tax Return (See B below)
Available
Available
Available
1099 Preparation & Delivery
Available
Available
Available
Additional Options

(A) Business Tax Prep fees, monthly rate, and one-time setup fee are deductible business expenses

(B) Schedule C Business portion of Tax Prep fees, monthly rate, and one-time setup fee are deductible business expenses

Rates current through December 31, 2024

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