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|
|$149 Month||$249 Month||$799 and above|
-Add and Code transactions per GAAP
-3rd party integrations
-AR & AP assistance
|Up to 4 reconciling accounts.||Up to 4 reconciling accounts.|
*Inventory Reconciliation is $199 per period
*New Quickbooks File Setup ($99 QB online or $149 Desktop Software)
* $25/ 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)