Pricing

Bookkeeping

Payroll Services

Pricing

$165

Bi-weekly processing 1-5 employees

Monthly tax payments

Quarterly filings/payments

Year-End filings, W2's, 940, MT MW3, W3

MT State fund filings

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Bookkeeping With Advisory Services

Pricing

$400

ACCOUNTING SERVICES

Monthly reconciliation of bank and credit card statements

Monthly reconciliation accounts receivable and accounts payable

Accounts payable

Journal entries

Prepare books for taxes

ACCOUNTING SERVICES

Advisory services - General advisory services (CFO, Tax, Health Check, compliance, other )

To assist you as advisors and consultants in business and taxation strategic planning.

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1099 Preparation and Filing

Pricing

$100 + $6 per 1099

Compile list of vendors required to receive a Form-1099

Entering W9 information provided by client

We will file your Form-1099's (provided that a completed W9 is submitted)

Included 1099: 1099-NEC, 1099-MISC, 1099-DIV, 1099-INT 1096 & 1098

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Basic Bookkeeping

Pricing

$200

Categorize transactions

Reconcile accounts

Profit and Loss / Balance Sheet

Includes 2 hours of service, additional time is billed at $65 per hour

Ideal for business under $150k revenue per year

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Quickbooks Clean-Up / Ready For Taxes

Pricing

$1,500

Review and clean-up of existing QuickBooks® data file, to include

Review of lists to identify duplicates and missing information

Chart of accounts

Customers

Vendors

Other names

Classes/Locations

Reconciliation of balance sheet accounts to source documents

Review of sales tax setup and liability balances

Review of payroll setup and liability balances

Review and correction of inventory balances

Reconciliation of loans and other liability accounts

Reconciliation of equity accounts to tax returns or prior year financial statements

Review and reconciliation of accounts receivable and accounts payable accounts

Review of bank feed setup and functionality, including

unaccepted transactions

existing bank rules

includes 7 hours of time, additional time billed at $100 per hour

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Advisory

CFO Oversight

Pricing

$600 / month

CFO Oversight

Accountant Hindsight

Monthly bookkeeping oversight & assistance

Assistance with payroll matters

Historical Financial Dashboards

Tax return preparation

Quarterly tax planning

Entity selection

Annual 1099 preparation

Estimated tax payment assistance – EFTPS

Exclusive direct connection for communications with our staff

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CFO Core / Bookkeeping

Pricing

$3,000

Monthly reconciliation of bank and credit card statements

Monthly reconciliation accounts receivable and accounts payable

Accounts payable

Journal entries

Payroll

Payroll tax payments

Payroll filings

Benefits processing

Income statements (Profit & Loss account)

Balance Sheet

Accounts Receivables due and Aged Debtors details

Accounts Payables due and Aged Creditors details

Monthly CFO meetings

Monthly bookkeeping/accounting meetings

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Tax

Tax Planning – Basic

Pricing

$425

Annual Tax Planning Meeting

Current Year Personalized Tax Plan

Legal Entity Review and Optimization

Owner Payroll Allocation

Retirement Plan Review

Quarterly Safe Harbor Tax Estimates

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Individual 1040

Pricing

$175

Standard return without additional schedules

Up to three W'2/1099's

Electronic filing of tax return to IRS and State taxing authorities

Includes one state return

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1120S S-Corp Tax Return

Pricing

$400

Preparation of your Partnership return

Electronic filing of federal return to IRS

Electronic filing of state return to taxing authorities

*Additional charge for multiple states under $250k in sales or Assets

Additional charges for businesses exceeding these

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Tax Planning – Premium

Pricing

$1000

Annual Tax Planning Meeting

Current Year Personalized Tax Plan

Legal Entity Review and Optimization

Owner Payroll Allocation

Retirement Plan Review

Quarterly Safe Harbor Tax Estimates

Quarterly Business Review

Quickbooks Online System Review

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1065 Partnership

Pricing

$400

Preparation of your Partnership return

Electronic filing of federal return to IRS

Electronic filing of state return to taxing authorities

*Additional charge for multiple states under $250k in sales or Assets

Additional charges for businesses exceeding these

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1120 Corp

Pricing

$600

Preparation of your Partnership return

Electronic filing of federal return to IRS

Electronic filing of state return to taxing authorities

Additional charge for multiple states

Under $250k in sales or Assets

Additional charges for businesses exceeding these

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