Packages
Starter Business
- Up to 60 transactions
- Bank Reconciliation (1 Checking, 1 Savings)
- Monthly Reports (Profit and Loss Statement and Balance Sheet)
- Email/Phone Support Only
- One Zoom Meeting for 30 mins
Developing Business
- Up to 90 transactions
- Bank Reconciliation (1 Checking, 1 Savings)
- Credit Card Reconciliation (1 Credit Card)
- Monthly Reports (Profit and Loss Statement and Balance Sheet)
- Sales Tax OR Payroll for three employees using Gusto
- Email/Phone Support Only
- One Zoom Meeting for 30 mins
Growing Business
- Up to 150 transactions
- Bank Reconciliation (1 Checking, 1 Savings)
- Credit Card Reconciliation (1 Credit Card)
- Monthly Reports (Profit and Loss Statement and Balance Sheet)
- Sales Tax Support and Payroll for three employees using Gusto
- Email/Phone Support
- One Zoom Meeting for 1 hour
Thriving Business
- Up to 250 transactions
- Bank Reconciliation (1 Checking, 1 Savings)
- Credit Card Reconciliation (2 Credit Cards)
- Payroll with Gusto
- Worker Compensation Reports
- Monthly Reports (Profit and Loss Statement and Balance Sheet)
- Sales Tax Support
- Email/Phone Support
- One Zoom Meeting for 1 hour
Booming Business
- 350 plus transactions
Contact us for a quote.
*Our pricing on packages can be flexible depending on your business’ needs or budget restrictions.
Add-on services include:
Quickbooks Online Subscription for 50% off
Quickbooks or Gusto payroll subscriptions
In-person meeting to answer any questions
Clean up transactions so you can file taxes
Payroll- processing biweekly or monthly payroll and filing payroll forms
Sales Tax- tracking what you owe the CDTFA and completing the return
Accounts Payable-Management of vendor bills and posting payments.
Accounts Receivable-Management of customer invoices, overseeing and posting payments
Estimated Tax Payments-Help filing and monitoring your estimated tax payments based on your most current financials.
