Startup

Annual Revenues Below $150K

$250 $200 per month

• All bank, credit card, and loan accounts reconciled

• All payroll expenses, payroll liabilities, and payroll tax payments recorded and verified

• Complete tax-ready monthly financial statements

• Annual income tax planning and tax reduction strategies

• Award-winning client support

• (Optional) Sales tax return preparation and compliance

• (Optional) Payroll processing and payroll tax compliance

• (Optional) Accounts payable management

• (Optional) Accounts receivable management

• (Optional) Income tax preparation and compliance

Growth

Annual Revenues $150K to $300K 

$400 $350 per month 

• All bank, credit card, and loan accounts reconciled 

• All payroll expenses, payroll liabilities, and payroll tax payments recorded and verified 

• Complete tax-ready monthly financial statements 

• Annual income tax planning and tax reduction strategies 

• Award-winning client support 

• (Optional) Sales tax return preparation and compliance 

• (Optional) Payroll processing and payroll tax compliance 

• (Optional) Accounts payable management 

• (Optional) Accounts receivable management 

• (Optional) Income tax preparation and compliance

Established

Annual Revenues $300K to $750K

$700 $650 per month

• All bank, credit card, and loan accounts reconciled

• All payroll expenses, payroll liabilities, and payroll tax payments recorded and verified

• Complete tax-ready monthly financial statements

• Annual income tax planning and tax reduction strategies

• Award-winning client support

• (Optional) Sales tax return preparation and compliance

• (Optional) Payroll processing and payroll tax compliance

• (Optional) Accounts payable management

• (Optional) Accounts receivable management

• (Optional) Income tax preparation and compliance


Venture

Annual Revenues $750K to $1.25M 

$925 $875 per month 

• All bank, credit card, and loan accounts reconciled 

• All payroll expenses, payroll liabilities, and payroll tax payments recorded and verified 

• Complete tax-ready monthly financial statements 

• Annual income tax planning and tax reduction strategies 

• Award-winning client support 

• (Optional) Sales tax return preparation and compliance 

• (Optional) Payroll processing and payroll tax compliance 

• (Optional) Accounts payable management 

• (Optional) Accounts receivable management 

• (Optional) Income tax preparation and compliance 


 

Enterprise

Annual Revenues $1.25M to $2M 

$1350 $1300 per month 

• All bank, credit card, and loan accounts reconciled 

• All payroll expenses, payroll liabilities, and payroll tax payments recorded and verified 

• Complete tax-ready monthly financial statements 

• Annual income tax planning and tax reduction strategies 

• Award-winning client support 

• (Optional) Sales tax return preparation and compliance 

• (Optional) Payroll processing and payroll tax compliance 

• (Optional) Accounts payable management 

• (Optional) Accounts receivable management 

• (Optional) Income tax preparation and compliance