Client Accounting Services
Save your best for what’s most important—and leave the accounting tasks to us.
Best of all, our services come with a fixed monthly fee, offering you budget predictability and no billing surprises.
Choose the Client Accounting Services package that’s right for your business:
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Starting at $895/mo |
Starting at $1,495/mo |
Starting at $1,995/mo |
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Dedicated Team Accounting |
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Bank and Credit Card Reconciliations |
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Review and Reconciliation of Electronic Transactions into QuickBooks |
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Financial Reporting |
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Financial Statement Preparation |
Mid-Year & Year-End |
Quarterly |
Expanded Monthly |
Monthly Close Deadline |
28th of Following Month |
21st of Following Month |
15th of Following Month |
Tax |
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Annual Corporate or Partnership Income Tax Return |
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Annual Individual Income Tax Return |
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Audit Protection Plan on Business Income Tax Return |
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Advisory |
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Quarterly Video Report on Financial Statements |
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Annual Tax Planning |
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Annual Tax Projection |
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Meetings with CPA and Client Manager |
2 per Year |
Quarterly |
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Custom Calculation of Quarterly Tax Estimates |
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Add Ons:
- Sales Tax
- State Annual Reporting
- Prepare 1099s
- City and State Filings
- Bill Pay
Payroll
- Access to payroll platform w/training
- Monthly or biweekly payroll processing
- Payroll taxes and forms handled for you
- Direct deposit
- Employer and employee access to payroll system
Implementation – $2,695
- Our one-time fee ensures detailed evaluation of your finances for expert recommendations.
We’ll handle the accounting, you run the business.
Our team knows that the real value we provide isn’t just crunching numbers; it’s about giving you back the time and energy to love and grow your business. Make us your partner for accounting, payroll and tax services.