Starter
$300
per month
Great for Small Start-Ups!
*Plus one-time fee of $250.00 for new software setup (if needed).
Entry and categorization of income & expenses into accounting software
Up to 100 total transactions per month*
Bank account/credit card/loan reconciliation (up to 4 accounts total)**
Monthly or quarterly financial statements
Services provided monthly or quarterly
Client pays any accounting software subscription fees
Basic
$500
per month
Great for Small Businesses!
*Plus one-time fee of $250.00 for new software setup (if needed).
Entry and categorization of income & expenses into accounting software
Up to 250 total transactions per month*
Bank account/credit card/loan reconciliation (up to 6 accounts total)**
Florida or Illinois sales tax filing
Fixed asset tracking
Monthly financial statements
Month-end adjusting entries & closing
Year end preparation for tax filing (package provided to tax preparer)
Client pays any accounting software subscription fees
Plus
$750
per month
Great for Growing Businesses!
*Plus one-time fee of $250.00 for new software setup (if needed).
Entry and categorization of income & expenses into accounting software
Up to 500 total transactions per month*
Bank account/credit card/loan reconciliation (up to 10 accounts total)**
Florida or Illinois sales tax filing
Fixed asset tracking
Monthly financial statements
Month-end adjusting entries & closing
Quarterly review with tax preparer for tax planning
Year end preparation for tax filing (package provided to tax preparer)
Client pays any accounting software subscription fees