For the micro start-up 

$150.00/month and up

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✓ (Up to 35 Transactions)

✓ Bank Reconciliation (1 Checking, 1 Savings)

✓ Quarterly Reports - Prepare Balance Sheet and Profit & Loss Statement

✓ Email & Phone Support Only

✓ Preparation Annual Tax Package

For the New Business Owners or Solopreneur

$400.00/month and up

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✓ (Up to 70 Transactions)

✓ Bank Reconciliation (1 Checking, 1 Savings, 1 PayPal)

✓ Credit Card Reconciliation (1 Credit Card Account)

✓ Monthly Reports - Prepare Balance Sheet and Profit & Loss Statement

✓ Monthly Client Support - Email/Phone and Client Meet-Up (Once Monthly)

✓ Year-End Tax Package

For the growing Small Business 

$700.00/month and up

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✓ (Up to 130 Transactions)

✓ Bank Reconciliation (2 Checking, 1 Savings, 1 PayPal)

✓ Credit Card Reconciliation (up to 3 Accounts)

✓ Monthly Reports - Prepare Balance Sheet and Profit & Loss Statement

✓ Monthly Client Support - Email/Phone and Client Meet-Up (Once Monthly)

✓ Reconciling State Sales Tax

✓ Entering Principal and Interest for any Loan Payments

✓ Updating Industry Specific Reports as requested by the Client

✓ Reviewing A/R for Overdue Accounts and Emailing of Report, if needed

✓ Year-End Tax Package

For the established small business

$1200.00/month and up

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✓ (Up to 250 Transactions)

✓ Bank Reconciliation (2 Checking, 1 Savings, 1 PayPal)

✓ Credit Card Reconciliation (up to 5 Accounts)

✓ Monthly Reports - Prepare Balance Sheet and Profit & Loss Statement

✓ Monthly Client Support - Email/Phone and Client Meet-Up (Once Monthly)

✓ Reconciling State Sales Tax

✓ Entering Principal and Interest for any Loan Payments

✓ Updating Industry Specific Reports as requested by the Client

✓ Reviewing A/R for Overdue Accounts and Emailing of Report, if needed

✓ A/R & A/P

✓ Year-End Tax Package

✓ And More...