Bookkeeping Services
Bookkeeping Services
Embedded Files
Seedling $150
Seedling $150
New businesses <12 month
Monthly Transactions: 50
Data Entry & Categorization
Bank Account Reconciliation
Accounts Payable Entry
Monthly Financial Report
CPA answers to your questions
Bank Accounting Reports (Found, Mercury or Relay)
Yearly price: $1,500
$200 off Individual Tax Prep
Sprout $325
Sprout $325
Next stage of growth
Monthly Transactions: 150
Includes all Seeding offers
1099 Filing (10 contractors)
One time tax strategy meeting
Sales tax compliance review
Quarterly Financial Review Meeting
Yearly price: $3,250
Bloom $500
Bloom $500
Advanced service and support
Monthly Transactions: 150
Includes all Sprout offers
1099 Filing (25 contractors)
Payroll Processing (1 employee)
AR Reconciliation
One time personal property tax review
Standard Xero Subscription Included
Yearly price: $5,000
Flourish $800
Flourish $800
Comprehensive Services
Monthly Transactions: 450
Includes all Bloom offers
1099 Filing (40 contractors)
W9 Management
Payroll Processing (5 employees)
Accounts Payable Weekly Processing
Monthly Accounts Recievable Follow Up
Monthly Sales Tax Filings (up to 2)
Premium Xero Subscription Included
Quarterly Tax Estimate Calculations
Monthly Financial Review Meeting
Yearly price: $8,000
$315 off Individual Tax Prep
Thrive $1,450
Thrive $1,450
Well established business with high level of support
Monthly Transactions: 1000
Includes all Flourish offers
1099 Filing (60 contractors)
Payroll Processing (25 employees)
Receipt Management
Fixed Asset Tracking and Depreciation
Premium Xero Subscription Included
Highest level of support
Annual Business Tax Return (Form 1065, 1120S, 1120)
Biweekly Financial Review Meeting
Yearly price: $14,500
$450 off Individual Tax Prep
Apex Custom
Apex Custom
You've reached the peak of success. This top-tier package offers the most comprehensive and personalized services, including strategic financial planning and business consulting. Fully customized services & pricing for your business.
Disclaimer: These are example packages, a final engagement will be signed detailing agreed upon prices, CPA firm responsibilites and client responsibilites. Some discounts may only apply to new customers.
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