Our Ongoing Accounting Packages

The Essentials Package

$250 per month

Package Includes:

  • Cash Basis Accounting

  • Chart of Accounts Maintenance

  • Transaction Categorization for up to 75 transactions per month

  • Monthly Bank & Credit Card Reconciliations

  • Month-End Financial Close & Review

  • Financial Statement Preparation

The Standard Package

$500 per month

Package Includes:

  • Cash or Accrual Basis Accounting

  • Chart of Accounts Maintenance

  • Transaction Categorization for up to 150 Transactions per month

  • Monthly Bank & Credit Card Reconciliations

  • Month-End Financial Close & Review

  • Financial Statement Preparation

  • Weekly Customer & Vendor Invoicing

  • Fixed Asset Tracking

  • Annual Tax Filing

  • Dedicated Quarterly Meeting with your Accountant

The Premium Package

$750 per month

Package Includes:

  • Cash or Accrual Basis Accounting

  • Chart of Accounts Maintenance

  • Transaction Categorization for up to 250 Transactions per month

  • Monthly Bank & Credit Card Reconciliations

  • Month-End Financial Close & Review

  • Financial Statement Preparation

  • Weekly Customer & Vendor Invoicing

  • Fixed Asset Tracking

  • Annual Tax Filing

  • Dedicated Monthly Meeting with your Accountant

  • Monthly Cash Flow Monitoring

  • Estimated Quarterly Tax Payment Calculation

The Unlimited Package

Quote Only

Package Includes:

  • Cash or Accrual Basis Accounting

  • Chart of Accounts Maintenance

  • Transaction Categorization for unlimited Transactions

  • Monthly Bank & Credit Card Reconciliations

  • Month-End Financial Close & Review

  • Financial Statement Preparation

  • Weekly Customer & Vendor Invoicing

  • Fixed Asset Tracking

  • Annual Tax Filing

  • Dedicated Monthly Meeting with your Accountant

  • Weekly Cash Flow Monitoring

  • Estimated Quarterly Tax Payment Calculation

  • Monthly Budgeting & Forecasting Services

  • Project or Location Specific Financial Statements

  • And more!

Any of the services offered at the higher tiers can be offered with the lower tiers for an add on fee. Prices may vary depending on complexity.

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