Packages

• Monthly Bookkeeping
• State Sales Tax Preparation
• Up to 30 Monthly Transactions
• Profit & Loss, Balance Sheet, Cash Flow Statements
• Email Support

• Monthly Bookkeeping
• State Sales Tax Preparation
• Up to 90 Monthly Transactions
• Periodic Tax Consulting
• Profit & Loss, Balance Sheet
• 2 Connected Accounts
• Annual Tax Planning
• Cash Flow Statements
• Email Support
• Quarterly Management Report
• Basic Business IRS Representation

• Monthly Bookkeeping
• State Sales Tax Preparation
• Up to 150 Monthly Transactions
• Periodic Tax Consulting
• Profit & Loss, Balance Sheet
• 3 Connected Accounts
• Annual Tax Planning
• Cash Flow Statements
• Email and Phone Support
• Quarterly Management Report
• Business Tax Preparation
• Basic Business IRS Representation

• Monthly Bookkeeping
• State Sales Tax Preparation
• Up to 250 Monthly Transactions
• Periodic Tax Consulting
• Profit & Loss, Balance Sheet
• 4 Connected Accounts
• Annual Tax Planning
• Cash Flow Statements
• Email and Phone Support
• Quarterly Management Report
• Business Tax Preparation
• Personal Tax Preparation
• Business IRS Representation
• Personal IRS Representation

• Based on Annual Revenue
• Monthly Bookkeeping
• State Sales Tax Preparation
• Unlimited Monthly Transactions
• Periodic Tax Consulting
• Profit & Loss, Balance Sheet
• Unlimited Accounts
• Annual Tax Planning
• Cash Flow Statements
• Email and Phone Support
• Quarterly Management Report
• Business Tax Preparation
• Personal Tax Preparation
• Inventory Accounting
• Business IRS Representation
• Personal IRS Representation

Not sure what serivces best fit your business? The Accounting Specialists can be held on retainer to provide various services as needed. 

The specific services included in the retainer will vary based on client's needs.