Bookkeeping
*Monthly rates below include accounting system setup ($250-$500 value) which entails creating a new chart of accounts, adding account numbers, recording beginning account balances, creating an invoice template when necessary, adding customers, vendors, services, items, and etc.
Starter
$150/mo.
1 – 49 bank and credit card transactions
- Transaction categorization
- Bank and credit card reconciliation
- Income statement and balance sheet preparation
- Year-end financial statements for tax return preparation
- Includes QuickBooks Online subscription
- No contracts or hidden fees
- 20% discount on catch-up work
- 30 mins free business consultation
Standard
$250/mo.
50 – 99 bank and credit card transactions
- Transaction categorization
- Bank and credit card reconciliation
- Income statement and balance sheet preparation
- Year-end financial statements for tax return preparation
- Includes QuickBooks Online subscription
- No contracts or hidden fees
- 20% discount on catch-up work
- 30 mins free business consultation
Advanced
$350/mo.
100-150 bank and credit card transactions
- Transaction categorization
- Bank and credit card reconciliaiton
- Income statement and balance sheet preparation
- Year-end financial statements for tax return preparation
- Includes QuickBooks Online subscription
- No contracts or hidden fees
- 20% discount on catch-up work
- 30 mins free business consultation
Tax Preparation
Individual
Starts at $500
Fed Form 1040
Fed Form 1040SR
CA Form 540
CA Form 540NR
Business
Starts at $1,200
Fed Form 1120-C
Fed Form 1120-S
Fed Form 1065
CA Forms 100, 100s, 565, 568
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