Sole Proprietor

Plans designed specifically for the single member LLC

Bronze

$69 per Month
  • Annual Gross Revenue Range:
  • $0 to $49,999
  • (based on most recent year end)

Silver

$99 per Month
  • Annual Gross Revenue Range:
  • $50,000 to $149,999
  • (based on most recent year end)

Gold

$129 per Month
  • Annual Gross Revenue Range:
  • $150,000 to $249,999
  • (based on most recent year end)

Platinum

$159 per Month
  • Annual Gross Revenue Range:
  • $250,000 to $499,999*
  • (based on most recent year end)

* if annual gross revenues exceed $500,000, call for a custom quote

Services included in every package...

Weekly Bookkeeping

We'll make sure all your transactions are matched correctly in a timely fashion, so you can be confident your financial information is up to date.

Monthly Bank and Credit Card Reconciliation

We'll take on your most dreaded accounting task - monthly statement reconciliation.  Errors and missing transactions will be researched and corrected.

Monthly Financial Statements

We'll work with you to determine which financial statements you want to see on a monthly basis and determine the best way to get them to you.

Communication

We'll make ourselves available via email as often as you need.  We'll also schedule one meeting each month to review financials if necessary.

Available add on services...

Premium Communication

We'll make ourselves available via phone, video conference, or email as often as you need during regular working hours.

$50 per month

Payroll

Let us handle your payroll processing, including the necessary tax filings.

$150 per month + $5 per employee

Inventory Management

Inventory management can be a nightmare.  We can help find a happy medium that keeps your customers satisfied but doesn't stress your cash flow.

$ based on SKU count

Tax Planning

Get access to our robust tax planning software to see exactly where you stand as you progress through the year.  We'll also share strategies for tax savings.

$50 per month

Accounts Receivable

We'll handle billing and payment processing for your customers.

$250 per month

Accounts Payable

We'll handle invoice entry and payment management of your bills.

$250 per month

Annual Tax Return Filing

We'll complete your annual business and personal tax returns, including e-file and electronic access.

$900 annually

Estimated Tax Vouchers

We'll prepare your quarterly estimated tax payment vouchers.

$120 annually