Bookkeeping Plans

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
$399 /mo
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

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Popular
Standard
$599 /mo
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)

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Premium
$999 /mo
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

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Business Tax Preparation

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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.

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Tax Advisory and Planning

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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

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