accounting
STARTER PLAN
$200 Per Month / Billed Quarterly
$1,050 Initial Setup
PLAN DETAILS
Cash Basis
Quarterly Reconciliations
90 or Fewer Quarterly Transactions
Up to 3 Accounts / Class Divisions
Tax Preparer Access
STANDARD PLAN
$400 Per Month
$1,450 Initial Setup
PLAN DETAILS
Cash Basis
Monthly Reconciliations
Up to 3 Accounts / Class Divisions
Period Close Out & Review
Access to Business Tools
Process Review and Streamlining
Tax Preparer Access
PLUS PLAN
$975 Per Month
$1,650 Initial Setup
PLAN DETAILS
Accrual Basis
Weekly Reconciliations
Up to 3 Accounts / Class Divisions
AP Management
Up to 40 Vendor Bills
Twice Monthly Bill Pay
Annual 1099 Filings
Period Close Out & Review
Access to Business Tools
Process Review and Streamlining
Tax Preparer Access
PRO PLAN
$1,825 Per Month
$1,850 Initial Setup
PLAN DETAILS
Accrual Basis
Daily Reconciliations
Up to 3 Accounts / Class Divisions
AP Management
Up to 80 Vendor Bills
Weekly Bill Pay
Annual 1099 Filings
Payroll Management
Twice a Month Up to 15 Employees
Period Close Out & Review
Access to Business Tools
Process Review and Streamlining
Tax Preparer Access
ELITE PLAN
$2,775 Per Month
$2,250 Initial Setup
PLAN DETAILS
Accrual Basis
Daily Reconciliations
Up to 3 Accounts / Class Divisions
AP Management
Up to 200 Vendor Bills
Weekly Bill Pay
Annual 1099 Filings
Payroll Management
Weekly Up to 25 Employees
Daily Sales Receipt Entry
Period Close Out & Review
Access to Business Tools
Process Review and Streamlining
Tax Preparer Access
CONSULTING
START UP
$1,500 Initial Setup
PLAN DETAILS
Business Formation & Registration
EIN Application
Business Tax License Registration
Document Review
Establish & Setup Chart of Accounts
START UP PLUS
$2,500 Initial Setup
$1,000 Per Month
PLAN DETAILS
Business Formation & Registration
EIN Application
Business Tax License Registration
Business Plan
Establish & Setup Chart of Accounts
Document Review
Payroll Management - Up to 15 Employees
Bi-Monthly
START UP DELUXE
$3,500 Initial Setup
$2,000 Per Month
PLAN DETAILS
Business Formation & Registration
EIN Application
Business Tax License Registration
Business Plan
Establish & Setup Chart of Accounts
Document Review
Payroll Management - Up to 25 Employees
Weekly
tax preparation & filing
tax compliance & filing
Starting at $250
PLAN DETAILS
Income & Payroll Tax Filing
Quarterly Estimated Tax Payments
Sales Tax Filing
PERSONAL TAX filing
Starting at $550
PLAN DETAILS
Tax Return Preparation
Tax Liability Reduction
Retirement Planning
Investment Planning
business tax filing
Starting at $1,000
PLAN DETAILS
Tax Return Preparation
Business Structure Planning
Deductions & Credits Optimization
Retirement Plans for Business Owners
Cash Flow Management
Payroll Tax Planning
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