In an attempt to make it easier for our clients, we offer two upfront pricing options.
Price Match Model
To get your business set up quickly, we can match what you paid your prior firm to do your work.
Price Match Model is approved for clients with the following:
- Last year’s business tax return preparation invoice
- Last three months’ accounting services invoices
- Utilize Quickbooks Online for accounting
- Provide access credentials for accounts
- Subscribe to pre-paid invoice schedule
- Digital delivery and receipt of all documents through portal and email
- Video conference consultations
If that does not work or you feel you need more than what your prior accountant was providing, check out our Transparent Package Pricing Model below!
Transparent Package Pricing Model
- Monthly Accounting or Bookkeeping
- General Ledger Adjustments
- Bank Reconciliations
- Monthly Financial Statements
- Everything from “Basic”
- Monthly Financial Variance Reports
- State & Federal Business Tax Return Preparation
- Everything from Basic & Pro
- Monthly Business Performance Consultation
- Tax Plan & Budget Preparation
- Annual, Comprehensive Tax Planning Session
- Semi-Annual Operational & Financial Performance Analysis’
- Semi-Annual Complete Financial Wellness Review
- Unlimited Quick Consultations
These Business Growth Programs help identify the critical actions for your business to drive growth and success. It is like having a CFO to help you interpret and understand how your operations impact your financials as well as discover the best plan to move forward! Also check out the following items that can be added to any Business Growth Program as needed.