Pricing Overview
Bottom shelf
Services include:
Classification of all income and expense transactions
Reconciliation of all bank, credit card, and loan accounts
Prepare and send invoices
Manage accounts payable and accounts receivable
Quarterly financial report, including P&L statement, balance sheet, cash flow statement, and tax report
Mid Shelf
Services include everything in “Bottom Shelf” plus:
Customized reports
Payroll processing
Monthly report, including P&L statement, balance sheet, cash flow statement, and tax report
top shelf
Services include everything in “Mid Shelf” plus:
File estimated quarterly taxes
Quarterly payroll reports
Fill out and send forms W-2, 1099-MISC, and 1099-NEC
Year-end financial report
Review and file year-end tax forms
*As our mission states, we provide customized financial services tailored to each company we work with. That said, prices and services offered may vary depending on your business needs. Reach out for a free assessment and price estimate.