Pricing and Questionnaire

Monthly Flat Fee Pricing

Flat Fee pricing – a good fit for most small and medium sized companies
You run your entire business – we do all the accounting and reconciling at the end of the month
Customize any package

Basic Oversight	Standard Month End Close	Custom
$199 Month	$399 to $499 Month	$1,299 and above
-Confirm reconciliations -Review transactions -Special Reports	-Perform reconciliations -Add and Code transactions per GAAP -Financial Reports	-Daily Availability -Templates/ Invoices -3rd party integrations -AR & AP assistance
Up to 4 reconciling accounts.	Up to 4 reconciling accounts.

*Inventory Reconciliation is $399 per period

*New Quickbooks File Setup ($199 QB online or $249 Desktop Software)

* $49/ each additional account reconciliation

Please complete and return the 6 question Bookkeeping and Tax Questionnaire to help us, and you, determine which plan is best for your company.

How many accounts do you have that need reconciling? (checking, savings, credit card, loans, payroll etc.)
Do you use any of the following? (Stripe, Square, Paypal, Amazon, Infusionsoft, Clientline, Braintree, Forte, or any other merchant accounts or 3rd party software?
Who will be creating invoices, making deposits, paying bills, processing payroll, filing sales tax and paying estimated tax payments?
What year and version of Quickbooks do you currently use? (you don’t need to own Quickbooks software to use our service)
What year did you last file taxes? Who filed them and will you be using them again?
What type of company do you manage? Cash or Accrual basis? These answers will be on your last filed tax return. (sole prop, LLC, partnership, S-Corp or C-Corp)