Monthly Accounting Packages

Up to 50 transactions per month

Monthly bank reconciliation for up to two accounts

Monthly financial reports emailed to you

Year-end tax ready financial statements

Custom Reporting as needed

Email, Phone and Text Support

Secure Portal with Document Storage

Up to 150 transactions per month

Monthly bank reconciliation for up to three accounts

Monthly financial reports emailed to you

Quarterly sales tax returns for one state

Year-end tax ready financial statements

Custom Reporting as needed

Email, Phone and Text Support

Monthly Scheduled 30 Minute Meetings

Bill Pay - up to 10 invoices per month *

Secure Portal with Document Storage

Up to 250 transactions per month

Monthly bank reconciliation for up to five accounts

Monthly financial reports emailed to you

Monthly sales tax returns for one state

Year-end tax ready financial statements

Close your books for tax time

Includes 1040 w/ Schedule C or E, 1065 or 1120S tax preparation with one state

Custom Reporting as needed

Email, Phone and Text Support

Monthly Scheduled 45 Minute Meetings

Bill Pay - up to 20 invoices per month *

Secure Portal with Document Storage