Sole Proprietor Package Pricing

Sole Proprietor Package Pricing

Affordable options to fit any business size and budget

Starter
$85/mo
Revenue of
$0 - $50K
Basic
$150/mo
Revenue of
$50 - $125K
Pro
$225/mo
Revenue of
$125 - $250K
Elite
$300/mo
Revenue of
$250 - $400K*

 * Handwritten Checks $3 each

*If running loss: Annual Expense will replace Annual Revenue

*If your revenue is over $400K, please contact us for a custom quote

All plans include…

Monthly Bookkeeping Service

Our team of dedicated bookkeepers will ensure your business financials are always accurate and up to date each
month.

 

Monthly Reconciliations and Reports

3 Bank/Credit Card accounts will be reconciled monthly and Financial Reports prepared.

Financial Review Board Reports

One time per year our Financial Review Board meets internally to review all aspects of your business from top to bottom to determine if we can make any recommendations to help you and your business. You will receive a summary of what we discuss after each meeting.

Communication with Staff (Limited)

All Core packages come with one monthly email to our staff for financial questions or concerns.

Optional Add-On Services

Weekly Books – $15/mo

Need your books done more often than monthly? Add on this service for weekly reconciliations of your business transactions.

Unlimited Support – $75/mo

Let us roll out the red carpet support service! With this add-on you get unlimited emails, phone calls, and meetings with our accounting staff.

Accounts Receivable – Starts at $285/mo

Tired of sending invoices to clients? Our team can take that off your hands. We will prepare all of your invoices and receive payments for you with this add-on feature.

Accounts Payable – Starts at $285/mo

Tired of paying all the bills for the business each month? Our team can take that off your hands. We will receive your invoices, and make all payments for you with this add-on feature.

Corporation Setup – $350

Need to file for a Corporation? We’ll file with your state, register for a new EIN and if you’d like to be an S-Corporation, we’ll take care of the forms necessary to make that election. Additional State fees apply.

QuickBooks Online – Starts at $25/mo

Take advantage of our discounted pricing for QuickBooks. You need this software for bookkeeping so be sure and get it at a better price than you will find anywhere online.

Payroll – $100/mo + $6/employee

Need help running payroll and filing your returns? We’ll help you get setup and ensure quarterly and annual filings are done timely and accurately.

Sales Taxes – $35/mo/return

If you have products or services requiring a sales tax return add this feature to your package.

1099 Filings – $25/form

If you have independent contractors we can e-file 1099 forms to fulfill your year-end requirements.

Client Onboarding  – $150/one time

Client onboarding is the process of  getting up to speed so we can work together effectively and get the information we need to build a strong relationship.

Full Company File Setup  – $500/one time

Whether you have an existing company or a brand new one proper set up in important. We will help you with proper Chart of Accounts set up, set up your customers, vendors and employees..