Business Financials
Packages
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Natasha Jones

Financial Manager

Basic Accounting Package

$285

per month

  • Creation of 12 month Budget

  • Quick-books Online Accounting Software Provided

  • Reconciliation of 1 bank account on a monthly basis

  • Reconciliation of 1 credit card account on a monthly basis

  • Preparation of monthly financial reports (Income Statement Balance Sheet

  • Telephone & Email Access to Accountant

  • 1 monthly (in person) strategy session with Accountant

Deluxe accounting package

$600

per month

  • Creation of 12-month Budget

  • Quick-books Online accounting software provided

  • Reconciliation of bank accounts on a monthly basis

  • Reconciliation of credit card/ merchant accounts on a monthly basis

  • Preparation of monthly financial reports (Income Statement and Balance Sheet)

  • Sales tax filing

  • Enhanced-Service payroll package included for up to 3 employees

  • Filing of all quarterly and annual payroll tax returns 

  • Telephone & Email Access to Accountant

  • 1 Month (in person) strategy session with accountant

advanced accounting package

$750

per month

  • Creation of 12-month Budget

  • Quick-books Online accounting software provided

  • Reconciliation of banks accounts on a monthly basis

  • Reconciliation of credit card/merchant accounts on a monthly basis

  • Preparation of monthly financial reports (Income Statement and Balance Sheet)

  • Enhanced-Service payroll package included for up to 3 employees

  • Filing of all quarterly and annual payroll tax returns 

  • Telephone & Email Access to Accountant

  • 2 Month (in person) strategy session with accountant

  • Business Tax Preparation

  • 5 months of service

  • Business Formation

  • Name Reservation

  • Articles of Organization

  • Tax Identification Number (EIN)

  • Creation of Operation Agreement

  • New Booking System

  • Quick-books Online Set-up

  • Chart of Accounts creation, customization, and account set up

  • Catch up Bookkeeping System

  • Data entry to capture all transactions

  • Reconcile the accounts to ensure accuracy

  • Prepare Current Financial Statements

  • Tax Return Preparation

  • Current year return

  • 4 months of service

  • New Booking System

  • Quick books Online Set-up

  • Chart of Accounts creation, customization, and account setup

  • Catch up on Bookkeeping

  • Data entry to capture all transactions

  • Reconcile the accounts to ensure accuracy

  • Prepare Current Financial Statements

  • Tax Return Preparation

  • Current year return

  • 3 months of service

  • Catch up Bookkeeping

  • Data entry to capture all transactions

  • Reconcile the accounts to ensure accuracy

  • Prepare Current Financial Statements

  • Tax Return Preparation

  • Current year return

Premium Startup Package

$1300

Deluxe Package

$1000

basic small business package

$750