Bookkeeping Bundles
Whether you need bookkeeping you can rely on or a whole lot more, we've got you covered. Our upfront pricing for our most popular services makes your decision easy, and we're happy to provide custom estimates for other services you'd like to add!
Self Employed with no Employees
Monthly fees
Bookkeeping
- Provide Monthly financial statements
- Categorize expenses
- Reconcile all bank and credit card accounts
Sales Tax (per state)
- Track sales tax collected
- File sales tax returns
- Submit sales tax payments
Income Tax
- Basic 1040 package including Schedule C
- Monthly estimate of year-to-date income tax and self-employment tax
- Year-round tax consultations
- Year-end tax planning
The majority of businesses will pay the standard bundle price, but additional complications might increase the price.
Small Businesses with less than $500,000 in Gross Receipts
Monthly fees
Bookkeeping
- Provide Monthly financial statements
- Categorize expenses
- Reconcile all bank and credit card accounts
Sales Tax (per state)
- Track sales tax collected
- File sales tax returns
- Submit sales tax payments
Income Tax
- Business tax return
- Monthly estimate of year-to-date income tax
- Year-round tax consultations
- Year-end tax planning
Payroll
- Direct deposit payroll
- Federal and state payroll returns
- Payroll tax deposits
- Requires subscription to QBO payroll ($50 + $5.50 per employee)
The majority of businesses will pay the standard bundle price, but additional complications might increase the price.
Small Businesses with less than $1,000,000 in Gross Receipts
Monthly fees
Bookkeeping
- Provide Monthly financial statements
- Categorize expenses
- Reconcile all bank and credit card accounts
Sales Tax (per state)
- Track sales tax collected
- File sales tax returns
- Submit sales tax payments
Income Tax
- Business tax return
- Monthly estimate of year-to-date income tax
- Year-round tax consultations
- Year-end tax planning
Payroll
- Direct deposit payroll
- Federal and state payroll returns
- Payroll tax deposits
- Requires subscription to QBO payroll ($50 + $5.50 per employee)
The majority of businesses will pay the standard bundle price, but additional complications might increase the price.
Small Businesses with less than $2,000,000 in Gross Receipts
Monthly fees
Bookkeeping
- Provide Monthly financial statements
- Categorize expenses
- Reconcile all bank and credit card accounts
Sales Tax (per state)
- Track sales tax collected
- File sales tax returns
- Submit sales tax payments
Income Tax
- Business tax return
- Monthly estimate of year-to-date income tax
- Year-round tax consultations
- Year-end tax planning
Payroll
- Direct deposit payroll
- Federal and state payroll returns
- Payroll tax deposits
- Requires subscription to QBO payroll ($50 + $5.50 per employee)
The majority of businesses will pay the standard bundle price, but additional complications might increase the price.
Small Businesses with more than $2,000,000 in Gross Receipts
Monthly fees
Bookkeeping
- Provide Monthly financial statements
- Categorize expenses
- Reconcile all bank and credit card accounts
Sales Tax (per state)
- Track sales tax collected
- File sales tax returns
- Submit sales tax payments
Income Tax
- Business tax return
- Monthly estimate of year-to-date income tax
- Year-round tax consultations
- Year-end tax planning
Payroll
- Direct deposit payroll
- Federal and state payroll returns
- Payroll tax deposits
- Requires subscription to QBO payroll ($50 + $5.50 per employee)
The majority of businesses will pay the standard bundle price, but additional complications might increase the price.
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