Pricing – Outsourced Accounting/Finance

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Ongoing businesses have ongoing accounting needs. Our Accounting Services Packages let us help you grow your business with a standardized cost that is dramatically less than hiring in-house accountants to track your books. Our most popular offerings are our Bronze, Silver, and Gold packages.

 

 

 

  
 
ACCOUNTING ESSENTIALS
Post Banking Transactions
Complete Monthly Bank Reconciliations
Post Credit Card Transactions
Complete Monthly Credit Card Reconciliations
Integrate Gusto
Make accounting entries to include accruals and prepayments
Create accounting entries by class
Prepare full management report monthly
Prepare full management report quarterly
Provide monthly online "virtual" business review and coaching
Provide quarterly online "virtual" business review and coaching
Provide semi-annual online "virtual business review and coaching
TAX
Prepare annual Form 1099-1096
Prepare Personal Tax annually
Prepare Business Tax Return annually (1120, 1065 or 1120-S)
GUARANTEED On Time Filing
E-file IRS and all 50 state returns - Auto drafts of refunds or amount due
Provide Insights on basis Tax Questions/Issues
Prepare State/Major Metropolitan Return annually
Calculate Quarterly Estimated Payments
Provide indepth Tax Planning Services annually
Respond to all IRS and State notices
Provide audit representation and protection
Introduced to vetted financial partners for advanced tax planning and investment strategies
BUSINESS ADVISORY SERVICES
Introduction to PF- PDF of core 5 chapters
Introduction to PF- Free Profit First Book
Profit First Instant Snapshot Annually
Unlimited access to Profit First University. The same video training used for members.
Profit First Complete Profit Strategy Blueprint
Kick-Off meeting-
Two week check in (schedule to be on the phone for first allocations)/empowerment call
Monthly/weekly Strategy Meeting- Goal Setting for TAPS
Quarterly Profit Reviews - Profit Strategy Blueprint Review & Profit Distribution
Year End Profit Review- Financials and Profit Assessment. New Profit Strategy Blueprint and Next Year Goal planning.
Access to online 10/25 allocation calculator
Assistance with 10/25 allocation (make sure I ask how does that feel?)
Perform 10/25 allocation
Conduct Monthly Strategy Meeting- Financial Reports Review
Conduct Quarterly Strategy Meeting- Financial Reports Review
Semi Annual Review of fiancials
Continued assistance with 10/25 allocation
Continued expense monitoring/input/advice
Full On PFP Coaching
KPI determination/calculations
EXTRAS
Cloud based software for 24/7 access to books and records
Provide Digital Document Storage & Secure Portal Access
Ongoing training and software support

Gold

4,167$
ACCOUNTING ESSENTIALS : X
Post Banking Transactions : X
Complete Monthly Bank Reconciliations : X
Post Credit Card Transactions : X
Complete Monthly Credit Card Reconciliations : X
Integrate Gusto : X
Make accounting entries to include accruals and prepayments : X
Create accounting entries by class : X
Prepare full management report monthly : X
Prepare full management report quarterly : X
 
 
Provide semi-annual online "virtual business review and coaching : X
 
Prepare annual Form 1099-1096 : X
Prepare Personal Tax annually : X
Prepare Business Tax Return annually (1120, 1065 or 1120-S) : X
GUARANTEED On Time Filing : X
E-file IRS and all 50 state returns - Auto drafts of refunds or amount due : X
Provide Insights on basis Tax Questions/Issues : X
Prepare State/Major Metropolitan Return annually : X
Calculate Quarterly Estimated Payments : X
Provide indepth Tax Planning Services annually : X
Respond to all IRS and State notices : X
Provide audit representation and protection : X
 
BUSINESS ADVISORY SERVICES : X
Introduction to PF- PDF of core 5 chapters : X
Introduction to PF- Free Profit First Book : X
Profit First Instant Snapshot Annually : X
Unlimited access to Profit First University. The same video training used for members. : X
Profit First Complete Profit Strategy Blueprint : X
Kick-Off meeting- : X
Two week check in (schedule to be on the phone for first allocations)/empowerment call : X
Monthly/weekly Strategy Meeting- Goal Setting for TAPS : X
Quarterly Profit Reviews - Profit Strategy Blueprint Review & Profit Distribution : X
Year End Profit Review- Financials and Profit Assessment. New Profit Strategy Blueprint and Next Year Goal planning. : X
Access to online 10/25 allocation calculator : X
Assistance with 10/25 allocation (make sure I ask how does that feel?) : X
Perform 10/25 allocation : X
 
 
Semi Annual Review of fiancials : X
Continued assistance with 10/25 allocation : X
Continued expense monitoring/input/advice : X
Full On PFP Coaching : X
 
EXTRAS : X
Cloud based software for 24/7 access to books and records : X
Provide Digital Document Storage & Secure Portal Access : X
Ongoing training and software support : within 24

Silver

1,667$
ACCOUNTING ESSENTIALS : X
Post Banking Transactions : X
Complete Monthly Bank Reconciliations : X
Post Credit Card Transactions : X
Complete Monthly Credit Card Reconciliations : X
Integrate Gusto : X
 
 
Prepare full management report monthly : X
 
Provide monthly online "virtual" business review and coaching : X
 
Provide semi-annual online "virtual business review and coaching : X
 
Prepare annual Form 1099-1096 : X
Prepare Personal Tax annually : X
Prepare Business Tax Return annually (1120, 1065 or 1120-S) : X
GUARANTEED On Time Filing : X
E-file IRS and all 50 state returns - Auto drafts of refunds or amount due : X
Provide Insights on basis Tax Questions/Issues : X
Prepare State/Major Metropolitan Return annually : X
 
 
Respond to all IRS and State notices : X
Provide audit representation and protection : X
 
BUSINESS ADVISORY SERVICES : X
Introduction to PF- PDF of core 5 chapters : X
Introduction to PF- Free Profit First Book : X
Profit First Instant Snapshot Annually : X
Unlimited access to Profit First University. The same video training used for members. : X
Profit First Complete Profit Strategy Blueprint : X
Kick-Off meeting- : X
Two week check in (schedule to be on the phone for first allocations)/empowerment call : X
Monthly/weekly Strategy Meeting- Goal Setting for TAPS : X
Quarterly Profit Reviews - Profit Strategy Blueprint Review & Profit Distribution : X
Year End Profit Review- Financials and Profit Assessment. New Profit Strategy Blueprint and Next Year Goal planning. : X
 
 
 
Conduct Monthly Strategy Meeting- Financial Reports Review : X
 
 
 
 
 
 
EXTRAS : X
Cloud based software for 24/7 access to books and records : X
Provide Digital Document Storage & Secure Portal Access : X
Ongoing training and software support : within 36

Bronze

834$
ACCOUNTING ESSENTIALS : X
Post Banking Transactions : X
Complete Monthly Bank Reconciliations : X
Post Credit Card Transactions : X
 
 
 
 
 
 
 
Provide quarterly online "virtual" business review and coaching : X
Provide semi-annual online "virtual business review and coaching : X
 
 
Prepare Personal Tax annually : X
 
GUARANTEED On Time Filing : X
 
Provide Insights on basis Tax Questions/Issues : X
Prepare State/Major Metropolitan Return annually : X
 
 
 
Provide audit representation and protection : X
 
BUSINESS ADVISORY SERVICES : X
 
Introduction to PF- Free Profit First Book : X
 
 
 
 
 
 
 
 
 
 
 
 
Conduct Quarterly Strategy Meeting- Financial Reports Review : X
 
 
 
 
 
EXTRAS : X
Cloud based software for 24/7 access to books and records : X
 
Ongoing training and software support : within 5 business days

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