Packages & Pricing
Today’s small business owner wants the certainty of fixed fee accounting services. They also want an experienced accountancy team, who is on their side and able to support them as their business grows. We know that every client is unique and individual. We also like to keep things simple when it comes to telling clients what we can do to help them. And that is why we build our services around four package options which are designed to take care of the taxman, help you plan for growth, and act as a virtual finance department as your business develops.
We have imaginatively called these packages Starter, Small Business, Advanced Business and Corporate. We’ve outlined below how each package might look. You can think of them as like a pick and mix, as we are happy to tailor packages to your individual requirements. Some of our smallest clients go for a Starter Package, while some of the larger ones just want the compliance support that is included in a Advanced Business Package.
The table below gives a flavor of which package might be suitable for your business. You can also reach out to us to learn more about how much your investment in accountancy services will be here.
Starter Package
Service Description: This package includes essential accounting services to meet basic financial needs.
• Bookkeeping: Basic recording and organizing of financial transactions.
• Free Quickbooks Online
• Bank Reconciliation: Matching and reconciling bank statements with company records.
• Financial Statements: Preparation of monthly income statements and balance sheets.
• Financial Consultation: Limited consultation to address basic accounting questions and concerns.
• Communication: Email support for accounting-related inquiries.
Small Business Package
Service Description: This package offers comprehensive accounting services for small businesses.
• Full Bookkeeping: Comprehensive recording and categorization of financial transactions.
• Free Quickbooks Online
• Bank Reconciliation: Detailed review and reconciliation of bank statements with company records.
• Financial Statements: Preparation of monthly income statements, balance sheets, and cash flow statements.
• Tax Preparation: Comprehensive tax preparation, planning, and filing for small businesses.
• Limited IRS Audit Support
• Payroll Services: Management of payroll processing, including employee salary calculations and tax withholding.
• Financial Consultation: In-depth consultation to address complex accounting issues and provide financial analysis.
• Communication: Email & Phone support for accounting-related inquiries.
Advanced Business Package
Service Description: This package offers comprehensive accounting services for small businesses with more complex financial needs.
• Full Bookkeeping: Detailed recording and categorization of financial transactions with advanced reporting.
• Free Quickbooks Online
• Bank Reconciliation: Thorough review and reconciliation of bank statements, including multiple accounts.
• Financial Statements: Preparation of monthly financial statements with comprehensive analysis.
• Tax Services: Complete tax services, including tax planning, optimization, and filing for businesses.
• Limited IRS Audit Support
• Payroll Services: Management of payroll processing, tax filings, and employee benefits administration.
• Financial Consultation: In-depth consultation to address complex accounting issues and provide financial analysis.
• Communication: Email, Phone, & Video support for accounting-related inquiries.
Corporate Package
Service Description: This package offers complete accounting services for Corporate businesses.
• Customized Bookkeeping: Tailored bookkeeping services based on industry-specific needs and complexity.
• Free Quickbooks Online
• Financial Statements: Preparation of detailed financial statements, specialized reports, and performance analysis.
• Full Tax Services: Advanced tax planning, strategies, and compliance for corporations and high-net-worth individuals.
• Limited IRS Audit Support
• CFO Advisory Services: Dedicated CFO-level consultation for financial decision-making and business growth.
• Payroll Services: Complete management of payroll processing, including tax filings and employee benefits administration.
• Financial Analysis: Advanced financial analysis and reporting, including budgeting, forecasting, and performance measurement.
• Annual Corporation Renewal
(state fees apply)
• Communication: Dedicated account manager for personalized support and prompt response.
*Any additional services can be added to any package at any time but will be priced individually or in addition to the package price.