CURRENT INTAKE RATES FOR NEW CLIENTS

• Monthly bookkeeping (low–moderate volume)
• Bank & credit card reconciliations
• Categorization & cleanup      (current month only)
• Monthly financial snapshot
•  3-month minimum commitment 

Includes everything in Essential Package, plus:

• Monthly review or check-in (call or email report)
• Cash flow awareness
• Expense optimization insights
• Support for basic tax planning questions
• Priority email support
•  3-month minimum commitment 

Everything in Growth & Guidance Package, plus:

• Advanced reporting & forecasting
• Tax-aware decision support
• Quarterly strategy sessions
• Coordination with CPA / tax prep
• Highest priority support
•  3-month minimum commitment 

• Catch-up & cleanup bookkeeping
• Financial reviews &  diagnostics
• SBA loan support &  projections
• Business consulting projects

Base price is determined by the frequency of payroll. The following is the base price for up to 2 employees:

      Monthly - $95/month

      Bi-Weekly - $145/month

      Weekly - $195/month

      Additional Employees, after the initial 2 - $15 each/month

The following is included with the pricing:

• Payroll Processing
• Quarterly Tax Reporting
• W-2 & W-3 (annual)

A minimum 3-month commitment is required for monthly payroll services. 

We provide accounting software to help you manage your finances more efficiently. Our team of experts can assist you with everything from choosing the right software to setting it up and training your staff.

QBO

QBD

Xero

 Accurate, reliable tax preparation with transparent pricing—no hidden fees. We take the time to understand your situation, maximize eligible deductions, and ensure your return is filed correctly and on time. Whether you’re an individual or a business owner, we’re here to guide you with confidence. 

Starting Price $150

 Reliable notary services with clear pricing and convenient scheduling. 

Price $15

Travel Notary fee varies by location