Getting Started or Need to be Cleaned up?
Pricing reflects typical engagements. Final pricing may vary based on complexity, volume, correctness and completeness of bookkeeping.
Intial Set up
$300One time
- For new QBO users starting fresh and want their QuickBooks Online account and subscription set up correctly from the beginning and assistance connecting integrations.
Diagnostic Review
$100Hour
- For existing DIY QBO users who want peace of mind
One-Time Clean Up
$TBD
- For catching up unfinished books and starting clean – OR – For cleaning up messy books moving forward clean
Monthly Bookkeeping Packages
Together we will select the plan that fits your business best — we grow with you!
Pricing reflects typical engagements. Final pricing may vary based on complexity and volume.
Basic
$399Monthly
- For businesses with a modest flow of transactions
- Transaction Volume: Monthly Average 75–150 per month
- • Monthly bank & credit card reconciliations
- • Accounts payable: Entry only
- • Accounts receivable: Entry only
- • General ledger maintenance (cash basis only)
- • Payroll: Entry Only
- • Portal access to a CPA for questions and concerns
- • Quarterly financial statements
Standard
$599Monthly
- For growing teams ready for full-service support
- Transaction Volume: Monthly Average 151–300 per month
- • Monthly bank & credit card reconciliations
- • Accounts payable: Entry or Bill pay
- • Accounts receivable: Entry only
- • General ledger maintenance (cash basis only)
- • Payroll: Entry for 3 or fewer employees
- • Portal access to a CPA for questions and concerns
- • Monthly financial statements
- • Tax filing preparation assistance
- • 1099 tracking & reporting (filing fees extra)
Premium
$999Monthly
- For high-volume or complex businesses that want it all
- Transaction Volume: Monthly Average over 301
- • Monthly bank & credit card reconciliations
- • Accounts payable: Entry or Bill pay
- • Accounts receivable: Entry or Full invoicing
- • General ledger maintenance (cash or accrual basis)
- • Payroll: Entry or Processing using QuickBooks Payroll for 4 or more employees
- • Portal access to a CPA for questions and concerns
- • Monthly financial statements
- • Tax filing preparation assistance
- • 1099 tracking & reporting (filing fees extra)
- • Financial statement analysis & trends
- • Priority support
Tax Preparation and Planning Services
Business Tax Preparation
$Request a Quote
- All tax services are quoted based complexity, completeness of bookkeeping, & forms required.
- A Formal Engagement Letter is Required.
- Federal and Florida business and individual tax returns
- S Corporation and Partnership filings
- 1040 with Schedule C for business owners
- Prior year return review
- IRS and state notices related to returns we prepared
- Ready to get your taxes handled with clarity and ease? Let’s talk.
Tax Advisory and Planning
$Request a Quote
- All Advisory Services are quoted based on complexity and frequency, up to date bookkeeping is required.
- A Formal Engagement Letter is Required
- S Corporation advisory
- Reasonable compensation analysis
- Quarterly Estimated Tax planning
- Bookkeeping and tax workflow alignment
- Support for tax efficient decision making
- Year end planning sessions
- Guidance for new business owners on tax requirements