Choose the Level of service that meets the needs of your business

Pricing

All Aboard

Life Saver

Set Sail

Bookkeeping
Frequency

Communication
with Bookkeeper

Monthly
Transaction Limit

Financial Reports
Delivered

3x per week

400+

1x per week

100 - 400

1x per month

1 - 100

Unlimited via
email or text

Unlimited via
email or text

Monthly
via email

by the 10th
of the month

By the 15th
of the month

by the 15th
of the month

I'm Interested!

$975

$325

$475

Pricing

All Aboard

Life Saver

Set Sail

Bookkeeping
Frequency

Communication
with Bookkeeper

Monthly
Transaction Limit

Financial Reports
Delivered

3x per week

400+

1x per week

100 - 400

1x per month

1 - 100

Unlimited via
email or text

Unlimited via
email or text

Monthly
via email

by the 10th
of the month

By the 15th
of the month

by the 15th
of the month

I'm Interested!

$975

$325

$475

Pricing

All Aboard

Life Saver

Set Sail

Bookkeeping
Frequency

Communication
with Bookkeeper

Monthly
Transaction Limit

Financial Reports
Delivered

3x per week

400+

1x per week

100 - 400

1x per month

1 - 100

Unlimited via
email or text

Unlimited via
email or text

Monthly
via email

by the 10th
of the month

By the 15th
of the month

by the 15th
of the month

I'm Interested!

$975

$325

$475

Pricing

We offer three levels of full service bookkeeping that you can choose from below. After choosing the one that seems best for your business you can also add on services to complete your needs. If these levels or add ons don’t seem to be what you need, contact us and let us know what you are looking for and we’ll be happy to see if we can customize a plan for you. 

Full Service BOokkeeping

BOokkeeping Add-ons

Interested in one of these services but something seems to be missing? Don’t worry - we have you covered! We also offer the following add on services to completely customize our services to your needs:

Invoicing

Accounts Payable /Bill Pay

App Integration /Detailed Classing

Starts at $115 per month

Starts at $115 per month

Starts at $115 per month

* Certain states may be more depending on their level of required reporting

QBO Audit

Catch up/Clean UP Bookkeeping

$500 one time fee

Starts at $150 per month of catch up required

Not sure which level is the best fit for you or looking to customize your service even further?

TELL US MORE ABOUT YOUR BUSINESS

If you are just starting up your business or not able to budget for the services listed above, that’s ok! We are full believers in outsourcing your accounting at some point in time but that time is different for everyone and if you aren’t there yet that doesn’t mean you can’t have a good set of books. For that reason, we’ve created courses, templates, and resources that will give you the knowledge and tools you need to create a financial roadmap and keep a good set of books for your business.

Ready to DIY?   Click Here!

Sales Tax

Payroll Management

Starts at $115 per month + $30 per month for each additional state filing*

Starts at $75 per month (Payroll software not included)

All Aboard

Life Saver

Set Sail

Tax Planning
Meeting with CPA

Corporate Return
(1120, 1120S, 1065)

Personal
Return

1099's

Quarterly

2x per year

Not
Included

Federal
+ 1 State

Federal
 + 1 State

Not
Included

Unlimited*

I'm Interested!

Includes One W2 for Spouse, Federal + 1 State Filing

Schedule C for one business, One W2, Federal + 1 State Filing

Unlimited*

Not Included

Includes One W2 for Spouse, Federal + 1 State Filing

Cost Per Year

$2,975

$2,275

$850

Tax Services

We can prepare and file your corporate and personal returns for both federal and state agencies no matter where you are located. Our virtual tax preparation is highly detailed, highly focused on you as the client but streamlined and stress-free for you at the same time.

* monthly amount pro-rated at the time of onboarding

View Details

All Aboard

$2,975
per year

Life Saver

$2,275
per year

View Details

Set Sail

$850
per year

View Details

All Aboard

Life Saver

Set Sail

Tax Planning
Meeting with CPA

Corporate Return
(1120, 1120S, 1065)

Personal
Return

1099's

Quarterly

2x per year

Not
Included

Federal
+ 1 State

Federal
 + 1 State

Not
Included

Unlimited*

I'm Interested!

Includes One W2 for Spouse, Federal + 1 State Filing

Schedule C for one business, One W2, Federal + 1 State Filing

Unlimited*

Not Included

Includes One W2 for Spouse, Federal + 1 State Filing

Cost Per Year

$2,975

$2,275

$850

Set Sail

Life Saver

All Aboard

Tax Planning
Meeting with CPA

Corporate Return
(1120, 1120S, 1065)

Personal
Return

1099's

Not
Included

2x per year

Quarterly

Not
Included

Federal
+ 1 State

FEDERAL
+ 1 STATE

Not Included

I'm Interested!

Includes One W2 for Spouse, Federal + 1 State Filing

Schedule C for one business, One W2, Federal + 1 State Filing

Unlimited*

Unlimited*

Includes One W2 for Spouse, Federal + 1 State Filing

Cost Per Year

$850

$2,275

$2,975

Set Sail

Life Saver

All Aboard

Tax Planning
Meeting with CPA

Corporate Return
(1120, 1120S, 1065)

Personal
Return

1099's

Not
Included

2x per year

Quarterly

Not
Included

Federal
+ 1 State

FEDERAL
+ 1 STATE

Not Included

I'm Interested!

Includes One W2 for Spouse, Federal + 1 State Filing

Schedule C for one business, One W2, Federal + 1 State Filing

Unlimited*

Unlimited*

Includes One W2 for Spouse, Federal + 1 State Filing

Cost Per Year

$850

$2,275

$2,975

Tax Services

We can prepare and file your corporate and personal returns for both federal and state agencies no matter where you are located. Our virtual tax preparation is highly detailed, highly focused on you as the client but streamlined and stress-free for you at the same time.

Additional State Returns, as well as additional forms for rental properties, investments, K1s, etc, are $200 per form.

*Unlimited 1099s prepared and filed in January are included. $5 e-filing fee will be invoiced for each form filed.
**1099s can be prepared and filed at a rate of $15 per form filed which includes the e-filing fee.

Past Due Tax Returns are billed at $1,750 per year + an additional $175 per hour for additional forms, research, payroll, notice responses, etc that are often required when filing a delinquent tax return.

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