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Bronze Package
For owners that still want to be hands on with the books and small teams. Starting at $300 every 3 months plus software fees:
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​Quarterly bookkeeping healthcheck
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Quarterly financial meeting
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Respond to questions within 2 business days regarding accounting, and software
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Invite to monthly office hours for accounting software help
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Gold Package
For smaller owners that want to be hands off with the books. Starting at $250 every month plus software fees:​
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Monthly Balance Sheet and Income Statement
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Entry of bank and credit card transactions from up to 3 bank accounts & credit cards
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Quarterly tax consultation
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10% off the preparation of your Business or Individual tax return (Business return for corporations or multi-member LLC's. Individual returns for single-owner LLCs and Sole Proprietors)
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Purple Package
The full stack for your business organization accounting needs. Starting at $400 a month plus software fees:
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All deliverables from the Gold package
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Monthly cash flow & equity statement
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Entry of bank and credit card transactions from up to 5 bank accounts & credit cards
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Accounts receivable & payable entry - up to 50 transactions
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10% off on all out-of-scope projects that are billed on an hourly basis
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20% off the preparation of your Business or Individual tax return (Business return for corporations or multi-member LLC's. Individual returns for single-owner LLCs and Sole Proprietors)