BOOKKEEPING SERVICES
BOOKKEEPING
BASIC
MONTHLY
- $900/month
- 8 hours of bookkeeping
- Up to 100 AR/AP transactions
- Monthly financials
- Basic advisory services
- QBO subscription
- Monthly reconciliation
BOOKKEEPING
GROWTH
MONTHLY
- $1,700/month
- Basic package included
- 15 hours of bookkeeping
- Up to 200 AR/AP transactions
- Weekly payment processing
- Quarterly planning sessions
- Vendor management
BOOKKEEPING
ENTERPRISE
MONTHLY
- $2,800/month
- Basic and Growth package services included
- 25 hours of bookkeeping
- Up to 300 AR/AP transactions
- Priority support
- Full vendor management
- Advanced advisory services
BOOKKEEPING HOURLY RATES
Standard Hourly Rate: $130/hour
- Best for clients with variable monthly needs
- Includes QBO subscription
- Minimum 2-hour billing increment
Software-Flexible Rate:
- QBO Included: $130/hour
- Client’s Own Software: $115/hour
- Additional complexity fee: $15-25/hour if applicable
PAYROLL SERVICES – HOURLY ONLY
PAYROLL
BASIC
(1-5 employees)
$130/hour
- One Time Set up Fee $300
- Bi-weekly payroll processing
- Tax filings
- Direct deposit
PAYROLL
STANDARD
(6-15 employees)
$130/hour
One Time Set up Fee $300
- One Time Set up Fee $300
- All Basic features
- Employee portal access
PAYROLL
ENTERPRISE
(16+ employees):
Custom pricing
- One Time Set up Fee $300
- All Standard features
- Custom reporting
- Multiple state filing support
TAX SERVICES
BASE TAX
PREPARATION
Individual Returns
- Basic: Starting at $250
- Complex: Custom quote
BASE TAX
PREPARATION
Business Returns
- Starting at $500
- Based on entity type/complexity
Tax Planning & Advisory
- Quarterly Planning: Custom quote
- Year-end Strategy: Custom quote
- Multi-state Returns: Custom quote
All tax services are subject to the following charges (If applicable):
- Disorganized/Incomplete Files Fee: $165
- Extension Filing: $60
- Non-current Year Tax Prep Retainer: $375
- Expedited Returns: $135
- Hourly Rate (if applicable): $115/hour
BUNDLE AND SAVE
Starter Bundle
(2 Services)
Example: Bookkeeping + Tax Services
- 10% discount for monthly services
- $10/hour off for hourly services
- Perfect for small businesses or startups
Complete Bundle
(3+ Services)
Example: Bookkeeping + Tax + Payroll
- 15% discount for monthly services
- $15/Hour off for hourly services
- Ideal for growing businesses
ADDITIONAL SERVICES
Notary Services
Walk-in appointments only
$5 per stamp/seal
After-hours Support: $175/hour
Rush Services: $200 additional fee
Travel Time: $60/hour
Software Training: $95/hour
Auto pay option: Additional 5% discount
TERMS & CONDITIONS
Prices effective May 1, 2025
Monthly packages require 3-month minimum commitment.
Payment due upon receipt.
30-day notice for price changes.
Custom solutions available.
Discounts available for multiple services with our Bundle and Save.
Additional fees may apply for complex situations.
Tax deadlines must be met to avoid rush fees.
Notary fees must be paid at time of service.
Additional hours beyond package limits billed at standard hourly rate.
Software changes may affect pricing.