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Accounting, Tax and Advisory package and pricing (priced monthly)

Services Accounts Set Up Core Care Premium Care Elite Care Startup Care Sales & Tax Compliance Only
Books set up        
Industry specific chart of accounts  
Sales Tax        
Beginning Balance Sheet          
Payroll tax compliance          
Business entity type review      
Books cleanup          
Prepare books for your tax accountant          
Monthly bookkeeping      
QBO training        
Sales management (Invoicing & AR)      
Year-end Close        
Owner's tax return prep (Form 1040)      
Sales tax return prep          
Quarterly financial reporting          
Business goal tracking and performance review          
Quarterly business performance review          
Business tax return prep        
Payables management (AP)          
Inventory management          
Sales performance review          
Controller services          
Monthly bank reconciliation      
Month-end- close          
Cash Flow & Sales Forecast management          
Monthly financial reporting        
Business growth advisory          
Monthly business performance review          
Strategic tax planning          

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