Services & Pricing
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Business Back Office Plans
Plans to help you monitor revenue, manage cash, and track expenses in Quickbooks Online
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
Great Value
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
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
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.
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