Bookkeeping Packages
We have three bookkeeping packages to fit your small business needs.
Basic Bookkeeping
This basic bookkeeping package is perfect for the business owner who’s just crossed 6 figures and may be outsourcing their bookkeeping for the first time.
This package includes:
- Recording of income and expenses
- Recording of business credit card expenses
- Bank reconciliation
- Monthly Profit and Loss Statement
- Payroll
- W2 Preparation
- Sales and Use Tax Returns
- Quarterly check in calls
- Unlimited email support
Tax Prep Essentials
Perfect for the business owner who wants to outsource their bookkeeping and their tax preparation.
Everything included in the Basic Bookkeeping package, PLUS
- Preparation of Business tax return (federal and one state)
- Preparation of Personal Tax Return (federal and one state)
- Quarterly Income and Expense review
- Unlimited email support
Profit Keeper
This package includes bookkeeping, tax preparation and tax planning. It’s designed for businesses generating $250K+ in revenue. This is for the CEO who wants to maximize their tax savings year-round by having a tax advisor in their back pocket. PSSST … if you’re 1-2 years behind on filing your taxes, this package is for you.
Everything included in Basic and Tax Prep Essentials packages, PLUS
- Catchup bookkeeping
- Monthly Profit and Loss Statement
- 3 Tax Strategy Sessions to be scheduled May-December, so we can develop tailored tax saving strategies
- Quarterly Income and Expense review
- Unlimited email support
- Tax strategy planning
- Estimated Tax Payment Management
- Preparation of Business tax return (federal and one state)
- Preparation of Personal Tax Return (federal and one state)
- IRS Notice Response
- IRS Representation (Up to ten hours)