CPA Services Tailored to Your Business Needs

Our Accounting Packages

Marble

Marble

Starting at $1,200 / month

Complete bank reconciliation and Financial Statements by the 10th of each month

Granite

Granite

Starting at $600 / month

Complete bank reconciliation and Financial Statements by the 15th of each month

Limestone

Limestone

Starting at $350 / month

Complete bank reconciliation and Financial Statements by the 20th of each month

What's Included?

 MarbleGraniteLimestone
Monthly Value Pricing$1,200$600$350
FS Ratio Analysis Gross Profit, Asset Turnover, Inventory Turn
Cost Management Budgeting, Product Costing, Management Accounting
Accounts Payable / Billing
Expenses Entered in Quickbooks
Tax Advice Deductibility of Expenses, Alternative Approaches, Lease v. Purchase
Year-end Tax Planning Review of Current Year Financials, Plannning for Tax Changes
Meetings Compare Actuals to Plan, Progress Towards Goals, Issue ResolutionWeekly or client choiceMonthlyQuarterly
Sales Tax Filings Filing All Necessary State Returns
Tax Return Prepared by CPA Including E-filing (Business / Personal)
Payroll Includes all required quarterly and annual tax filings, as well as W-2s10 Employees5 EmployeesNone
Monthly Value Pricing$1,200$600$350

Schedule a Consultation Today

Additional Services

Profit First Road Map $97 / month

The Profit First Road Map is a tool that helps organize your business expenses correctly, guiding you on the right path to quicker profit.

Learn More

1099 Processing - W9 Request

1099 Processing - W9 Request $125

Please include an additional $5 per 1099 issued electronically or $7 per mailed 1099; $10 per W-9 requested

Sales Tax Filing

Sales Tax Filing $125

Pricing includes one state only

Start-up Quick Start

Start-up Quick Start $225 / Month

Includes initial consultation and tax advice/planning; set-up and hosting Quickbooks Online; monthly check-ins, coaching and consultations

Tax Return Preparation

Tax Return Preparation

Rates determined after initial client meeting. Includes year-end tax planning and IRS support.

Tax Planning

Tax Planning $150

Price includes initial 2 hour meeting; $75 per hour additional

Cash-Management Process/System

Cash-Management Process/System $150 / Month

Includes assessment of business revenue collection, development of cash-management system; monthly check-ins, coaching and reviews. Requires 3-month engagement.

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