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Accounting, Tax, and Advisory Package

Our monthly accounting package integrates bookkeeping with tax and advisory services, with the flexibility to add other services as needed. Please get in touch with us to schedule a discovery call, and we will provide you with a proposal for the services you need.

Features

Small

$600

/mo

Medium

$750

/mo

Large

$1,000

/mo

Bookkeeping & accounts reconciliation

300 monthly transactions

500 monthly transactions

800 monthly transactions

Profit & loss and balance sheets

Year-round tax-reduction planning

Business and personal tax preparation

IRS tax notice resolution and audit protection

Vendor tracking and Form 1099 filing

Sales and use tax preparation and filing

Other services not listed

Small

$600

/mo

Bookkeeping & accounts reconciliation

300 monthly transactions

Profit & loss and balance sheets

Year-round tax-reduction planning

Business and personal tax preparation

IRS tax notice resolution and audit protection

Vendor tracking and Form 1099 filing

Sales and use tax preparation and filing

Other services not listed

Medium

$750

/mo

Bookkeeping & accounts reconciliation

500 monthly transactions

Profit & loss and balance sheets

Year-round tax-reduction planning

Business and personal tax preparation

IRS tax notice resolution and audit protection

Vendor tracking and Form 1099 filing

Sales and use tax preparation and filing

Other services not listed

Large

$1,000

/mo

Bookkeeping & accounts reconciliation

800 monthly transactions

Profit & loss and balance sheets

Year-round tax-reduction planning

Business and personal tax preparation

IRS tax notice resolution and audit protection

Vendor tracking and Form 1099 filing

Sales and use tax preparation and filing

Other services not listed

$600

/month
  • Bookkeeping & accounts reconciliation: 300 monthly transactions
  • Profit & loss and balance sheets
  • Year-round tax-reduction planning
  • Business and personal tax preparation
  • IRS tax notice resolution and audit protection

$750

/month
  • Bookkeeping & accounts reconciliation: 500 monthly transactions
  • Profit & loss and balance sheets
  • Year-round tax-reduction planning
  • Business and personal tax preparation
  • IRS tax notice resolution and audit protection

$1,000

/month
  • Bookkeeping & accounts reconciliation: 800 monthly transactions
  • Profit & loss and balance sheets
  • Year-round tax-reduction planning
  • Business and personal tax preparation
  • IRS tax notice resolution and audit protection

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