Pricing Plans

Let’s face it, most people don’t know what their accountants are doing or exactly what they’re paying for. We offer clear and concise pricing plans to take the mystery out of the equation. The packages clarify what you’re getting for your money.

The packages are a great starting point that show our base offerings. There are also add ons services to help with other needs  your company may have.

 

bare bones

QUARTERLY
Starts at $150/month

  • QBO Plus Subscription

  • Quarterly categorizing and reconciling of up to 2 accounts (Bank, credit cards, loans, etc)

  • Accurate Quarterly Management Financial Reports

  • 1 hour financial consultation with CPA per quarter

  • Dedicated QB certified bookkeeper

  • Peace of mind that accounting is accurate

  • Bookkeeper level Review of financial reports

  • Limited email support

  • Year End Support

  • Billed Quarterly

    Perfect for a small 1-person business in need of simple reporting to help come tax time

middle-of-the-road

 
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MONTHLY
Starts at $350/month

  • QBO Plus Subscription

  • Monthly categorizing and reconciling of up to 4 accounts (Bank accounts, credit cards, loans, etc.)

  • Accurate Monthly Management Financial Reports

  • 1 hour financial/consultation meeting with CPA per Month

  • Dedicated QB certified bookkeeper

  • Peace of mind that accounting is accurate

  • Controller/CPA level financial review

  • Unlimited email support

  • 1 Add on Service

  • Year End Support

  • Billed Monthly


    Great for established businesses that want to have an understanding of their business finances.



TOP-NOTCH

WEEKLY
Starts at $600/month

  • QBO Plus Subscription

  • Weekly categorizing and reconciling of up to 6 accounts (Bank accounts, credit cards, loans, etc.)

  • Accurate Monthly Management Financial Reports

  • 1 hour financial meeting/consultation with CPA per Week

  • Dedicated QB certified bookkeeper

  • Peace of mind that accounting is accurate

  • Controller/CPA level financial review

  • Unlimited and phone email support

  • 2 Add on Services

  • Year End Support

  • Billed Monthly


    For both companies that want a high level understanding of their finances and companies that need someone to take control of the day to day financial management.


Add-Ons

 

Monthly sales tax filing starts at $50/mo
Quarterly sales tax filing starts at $50/qtr
Annual Sales Tax reconciliation starts at $150
Annual RI Single Member LLC filing starts at $150
1099MISC filings starts at $100 yr
Budgeting $150/hr
Cash Flow Forecasting $150/hr
Custom journal entries $150/hr
Customized Services $150/hr
Deferred Revenue accounting $150/hr
Inventory/Cogs accounting $150/hr

Payroll set up $150/hr
Personal Tax Returns $150/hr
Prepaid/accruals/depreciation accounting $150/hr
QB Training $150/hr
Use tax filings $150/hr
Accounts Receivable management $50/hr
Bill payment/management $50/hr
Deposit management $50/hr
Employee Expense report management $50/hr
Historical bookkeeping clean up $50/hr
Invoice Management $50/hr