Essential Financial Package
$650 setup +$300monthly
- • Chart of Accounts setup & organization
- • Monthly bookkeeping (up to 3 accounts)
- • Payroll setup & quarterly filings
- • Basic financial reporting (P&L, Balance Sheet)
- • Year-end review and preparation for tax filing
Growth Package
$900 setup +$450monthly
- • Everything in the Essential Package, plus
- • Budgeting and cash flow forecasting
- • Quarterly financial strategy session
- • Tax planning and estimated tax support
- • QuickBooks or Drake integration training
Business Success Package
$1,250 setup + $650monthly
- • Full accounting and payroll service
- • Business credit and funding readiness review
- • Profit maximization assessment and advisory
- • Compliance and audit preparedness
- • Quarterly CEO dashboard & KPI reports
| Service | Description | Price |
|---|---|---|
| Tax Preparation (Individual) | Federal + State returns | From $250 |
| Tax Preparation (Business) | Includes Schedule C or entity return | From $450 |
| Business Formation | LLC, EIN, Operating Agreement setup | $350 |
| Bookkeeping Cleanup | Historical data cleanup (per year) | $400–$1,000 |
| Payroll Setup | Full setup in Drake or QuickBooks | $200 |
| QuickBooks Training | 1-on-1 or team session | $150/hr |
| Business Credit Setup | DUNS, NAV, and vendor setup | $300 |
| Consultation (General) | 45–60 minutes | $75–$100 |
