Services & Pricing

Find your Price and skip the Guesswork

Business Back Office Plans

Plans to help you monitor revenue, manage cash, and track expenses in Quickbooks Online

Enhanced
Best For Established Organizations That Value The Big Picture
$795Per Month
  • Everything from the Basic Plan

  • Up To Six (6) Bank/Credit Card Connections

  • Enhanced Monthly Financial Analysis

  • Up To Five (5) Managed Integrations

  • $120,000 Monthly Activity Limit

  • 500 Monthly Transaction Limit

  • Requires Quickbooks Essentials or Higher

  • Requires Delegated Domain Email Address

  • Chart of Accounts Customization Available

  • Class/Dimension Tracking Available

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Great Value

Basic
Great For Stable Companies in Need of Clean Numbers
$495Per Month
  • Everything from the Starter Plan

  • Up To Four (4) Bank/Credit Card Connections

  • Basic Monthly Financial Analysis

  • Up To Three (3) Managed Integrations

  • $80,000 Monthly Activity Limit

  • 250 Monthly Transaction Limit

  • Requires Delegated Domain Email Address

  • Requires Quickbooks Essentials or Higher

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Starter
Effective For New Entrepreneurs With Big Ideas And Limited Cash
$375Per Month
  • Bookkeeping That Keeps You Up-To-Date

  • Tax-Ready Financials For Year-End

  • Federal Compliance Check-Up

  • Standard Quarterly Financial Reports

  • Up To Two (2) Bank/Credit Card Connections

  • One (1) Managed Integration

  • $40,000 Monthly Activity Limit

  • 150 Monthly Transaction Limit

  • Quickbooks Simple Start Only

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Preferred

Need dedicated support? Working with a Capitalization table, SAFE Notes or external investors? Inquire now to get a custom quote on our Preferred plans!

Business Back Office Add-Ons

Explore our Optional Enhancements For existing Back Office Plans

Available Monthly Add-Ons Monthly Add-On Starting Rate
eCommerce $450/month
Board Report Presentation $325/month
Modified-Accrual Basis of Accounting $275/month
Payroll via PEO $275/month
Budget Structure & Tracking $250/month
Project/Job Order Tracking $250/month
Payables $150/month
Receivables $150/month
Review Calls: Processes & Performance $150/month
Receipt Management $125/month
Payroll $125/month
Real-Time Financial Dashboards Let's Chat
Fundraising and Investor Support Let's Chat

Catch-up & Migration

Need To Set Up Quickbooks? Have Not Opened Quickbooks In A While? Want To Migrate Into Quickbooks From A Different System? Looking To Switch Your Payroll Provider? Inquire now to get a custom quote on our Catchup & Migration Services!

Business Compliance

Income tax & General Business services to help keep you compliant with Federal, state, and local agencies.

Business Income Tax Compliance

Annual Federal and State Filings

C Corporations

Starting at $3,500*

Filings on Form 1120. Includes C Corporations and LLCs with C Corporation Elections.

S Corporations

Starting at $3,100*

Filings on Form 1120S. Includes LLCs with S Corp Elections.

Partnerships

Starting at $2,850*

Filings on Form 1065. Includes General and Limited Partnerships as well as Multi-Member LLCs.

Tax-Exempt Organizations

Starting at $2,450*

Filings on Forms 990/990N/990EZ.

Also includes and Unincorporated Associations filing on Form 1120.

LLCs & Sole Proprietors

Starting at $950*

Filings on Form 1040 Schedule C. Includes Single-Member LLCs and Sole Proprietorships. Individual Income Returns Included.

*Filings are exclusive of any bookkeeping or clean up efforts. Tax-ready financial information must be provided otherwise additional costs may occur. Additional fees will occur for paper filings.

Available Monthly Add-Ons Monthly Add-On Starting Rate
Business Compliance Monitoring Let's Chat
1099s and W2 $125/month
State Registration $200/registration
Sales & Use Let's Chat
Payroll via PEO $275/month
eCommerce $450/month
Modified-Accrual Basis of Accounting $275/month
Report Presentation $325/month
Touchpoint: Processes & Performance $150/month
Business Compliance Monitoring $250/month
External Financial Model Support Let's Chat
Fundraising and Investor Support Let's Chat

General Business Compliance

General compliance requirements that may apply to your jurisdiction, industry or business activities

1099s & W2s

Starting at $125/month

Annual compliance filings for non-employee compensation or interest paid to individuals (non-corporations). Services may begin 2 months prior to filing deadline.

State Registrations

Starting at $200/filing

Business Registration support with your respective Secretary of State.

Sales & Use

Let's Chat

Support to capture and remit sales and use taxes for goods sold to end users for a specified jurisdiction

Individual Compliance & Planning

Individual tax preparation and filing services paired with Federal Tax planning services tailored to your situation

Self Employed Business Owners & Operators

Starting at $950*

Single Member LLCs and Sole Proprietorships filing on Schedule C

Passthrough/ Rental/Real Estate

Let's Chat

Multiple K-1s filing on Schedule E

Married Filing Separately

Starting at $415

Single/Married Filing Jointly, Head of Household, qualifying Surviving Spouse

Starting at $375

*Filings are exclusive of any bookkeeping or clean up efforts. Tax-ready financial information must be provided otherwise additional costs may occur.

Available Monthly Add-Ons Few/Infrequent/Simple Many/Frequent/Complex
Accounts Payable $150/month Let's Chat
Payroll $125/month Let's Chat
Payroll via PEO $275/month Let's Chat
eCommerce $450/month Let's Chat
Balance Sheet Maintenance $175/month Let's Chat
Budget Setting and Tracking $250/month Let's Chat
1099 & W2 $125/month Let's Chat

Income Tax Planning - $300/hr

Looking to get ahead of your upcoming tax obligations? Inquire about our tax planning services that serve to reduct your year-end tax bill.

complex Situation?

Think you have have a more complex return? Owe a lot in back taxes or not sure of what you owe? Need to file in multiple states? Lots of Rental, Passive, or K-1 activity. Lived abroad or own assets Internationally. Inquire now for a custom quote.

Rise to the top

Increase Sales

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The ROI Experts

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Best Practices

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"The most common way people give up their power is by thinking they don't have any."

- alice Walker