Additional Services
Whatever you need, we have you covered
New Entity Set Up
From forming a new LLC to setting up sales tax, we’ll get your new business up and running.
Special Projects
From insurance audits, to loan applications, to custom reports, we’ll take care of any need that arises.
Flexible Pricing
Pay only for what you need, and nothing you don’t.
A La Carte Services
Explore all plans and servicesComplete Review of Books
starting at $1,000
Thorough review of company books & taxes
Detailed written report flagging any issues and recommended next steps
Time Tracking Set Up
$500/company
Implementation of automated time tracking system to reduce payroll costs, comply with overtime laws and track project costs
Desktop and mobile apps
System introduction and training
*Up to 3 employees, $50 each additional employee
LLC Formation
$400/company*
LLC Articles of Organization filed with the state
Federal EIN application
Advising on new business next steps
*Plus state filing fees
Quickbooks Clean Up
$100/hr
Issues identified and fixed, including miscategorized transactions, erroneous transactions, unreconciled accounts, negative balance sheet accounts, missing depreciation entries, missing equity entries, missing cash expenses, unapplied payments, duplicate transactions, duplicate accounts, disorganized chart of accounts
We can provide an estimate for cleanup after an initial review
Sales Tax Application and Set Up
$500/company*
Certificate of Authority application filing
Sales tax setup in Quickbooks
Advising on sales tax compliance
*Includes one state; $250 each additional state
Quickbooks Training & DIY Support
$150/hr
Training for individuals or groups
Train yourself or an employee on Quickbooks to save on bookkeeping costs
We’ll answer any questions as they arise and jump in to help with an account that doesn’t reconcile or a report that doesn’t seem right
DIY with complete confidence: we’ll review your books for accuracy on a monthly, quarterly or annual basis and teach you how to fix any issues (or fix them for you)
1099 Preparation
$100/hr
Thorough review of your books to determine all eligible 1099 independent contractors
Preparation of report of 1099 eligible vendors and amounts
E-filing with the IRS and State
Secure e-delivery to recipients
Employer copies of all filed forms
Custom Reporting
$100/hr
Sophisticated custom reports with charts and graphs (e.g. budgets-to- actuals, cash flow forecasts, scenario projections, multi-entity financials, profit share calculations)
Reports updated weekly, monthly, quarterly or annually as needed
Custom reports are also included in our Dedicated CFO service
Loan & Loan Forgiveness Applications
$100/hr
Loan applications prepared including any required reports, documents and financial information
Advising and strategy for a successful application
Quickbooks Set Up
$500/company
Customized chart of accounts tailored to your business
Bank and credit card account synchronization
One hour of Quickbooks training
Payroll Set Up
$600/company*
Advising on employee vs independent contractor designations
State and federal employer registration
Employee onboarding including W-4s, I-9s, and direct deposit authorizations
Establishment of workers comp, PFL and state unemployment insurance
Implementation of company policies & payroll schedule
*Up to 3 employees, $50 each additional employee
DBA Filing
$400/company*
DBA/Assumed Name/Fictitious Name registration filed with the state and/or county as applicable
*Plus state and/or county registration fees
New Company Bundle
$1500/company
Includes LLC Formation, EIN, Quickbooks Setup and Payroll Setup, Plus Time Tracking Setup or Sales Tax Setup
$400 savings vs purchasing individually
Sales Tax Returns
$200/monthly*
$400/quarterly*
$800/annually*
Thorough review of of all sales tax transactions for compliance
Accurate sales tax calculations
Ensure you pay only the tax you owe
E-filing with state
Returns filed on time
Detailed tax records
*50% discount for wholesalers (no sales tax collected)
Project Cost Tracking
25% of base monthly rate*
Every income and expense transaction tagged to a project and/or customer
Profit & Loss reports by project and/or customer
See which jobs are the most profitable and where you could be raising your rates
Track expenses to be billed back to the customer
*25% of your Core or Full Service Bookkeeping monthly rate
Estimated Tax Calculations
$300/quarter
Accurate quarterly estimated income tax calculations
Know the minimum you have to pay to avoid interest and penalties
Track your actual liability throughout the year to avoid surprises at tax time
Insurance Audit
$100/hr
Audit information prepared and sent to auditor, including any requested calculations, reports and supporting documents
Workers comp audits are included in our Full Service Payroll plan