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Choose your pricing plan

  • Small Biz

    400$
    Every month
    Monthly Bookkeeping
     
    • Client Size - 100 Monthly Contracts
    • Service Level - Monthly
    • Onboarding - 1-2 Weeks
    • Dedicated Bookkeeper and Account Manager
    • Month End Close with Bank/Credit Card Reconciliation
    • Balance Sheet, Profit & Loss, Statement of Cash Flows
    • Cash or Accrual
    • Secure Portal with Document Storage
    • Online Support - Limited

  • Small Business Plus

    599$
    Every month
    Monthly Bookkeeping
     
    • Client Size - 200 Monthly Transactions
    • Service Level - Semi-Monthly
    • Onboarding - 2-3 Weeks
    • Dedicated Bookkeeper and Account Manager
    • Month End Close with Bank/Credit Card Reconciliation
    • Balance Sheet, Profit & Loss, Statement of Cash Flows
    • Cash or Accrual
    • Secure Portal with Document Storage
    • Online Support - Unlimited
    • Bill Pay* - 20 Monthly Invoices
    • Monthly Scheduled Meetings - 30 Minutes
    • Lite CFO and Advisory Services

  • Small Business Adv

    699$
    Every month
    Monthly Bookkeeping
     
    • Client Size - 300 Monthly Transactions
    • Service Level - Weekly
    • Onboarding - 3-4 Weeks
    • Dedicated Bookkeeper and Account Manager
    • Month End Close with Bank/Credit Card Reconciliation
    • Balance Sheet, Profit & Loss, Statement of Cash Flows
    • Cash or Accrual
    • Secure Portal with Document Storage
    • Online Support - Unlimited
    • Bill Pay* - 40 Monthly Invoices
    • Monthly Scheduled Meetings - 45 Minutes
    • Lite CFO and Advisory Services
    • Separation of transactions by Class/Location/Department

  • Individual Tax Prep

    150$
    Every year
    Tax Preparation Services
     
    • Starts at $150 and $50 per form

  • Business Taxes

    319$
     
    Form 1040 with Schedule C, E, or F
     
    • 1040
    • Fees Start at $319 and add $50 per additional form

  • Corporation Taxes

    1,000$
     
    C or S Corporation Tax Filing Filing
     
    • Form 1120 with Schedules and Worksheets

  • Partnership Taxes

    500$
     
    Partnership Tax Return
     
    • Form 1065 with Schedules and Worksheets

  • Non-Profit Tax Forms

    250$
     
    Form 990N
     

    • Non-Profit Long Form

      1,000$
       
      Non-Profit Taxes Form 990
       
      • Form 990

    • Reconstruction

      2,280$
       
      Financial Reconstruction to File Business Tax Return
       

      • Corporation Tax Form

        250$
         
        Elect to be taxed as a corporation
         
        • File all necessary forms for corporation tax election

      • MAHC BluePrint

        1,500$
         
        BluePrint Business & Succession Plan
         
        • Comprehensive Guide to Building Business Succession Planning

      • Tax Planning

        500$
         
        Tax Planning Start at $500
         
        • Review and Manage Tax Bracket
        • Identify Charitable Giving Opportunities
        • Identify Opportunities for IRA and Conversions
        • Tax Loss Harvesting
        • Contribution and Distributions to Retirement Plans
        • Asset Allocation
        • Business Structuring and Tax Election
        • Business Consulting and Expenditure Review
        • Income and Withholding Monitoring

      • Non-Profit Formation

        2,500$
         
        Establish Non-profit Organization
         
        • Create Detailed Non-Profit Business Plan
        • Review and Consulting for Board of Directors
        • Articles of Incorporation Non-Stock Corp & EIN
        • By Laws
        • IRS Application for Non-Profit Organization

      • Business Plan

        500$
         
        Business Plan Writing Services
         
        • Executive Summary
        • Marketing Planning
        • Financial Planning
        • Administrative Framework
        • Symbolic Framework
        • Human Resources Framework
        • Competitive Analysis and Market Research
        • Appendix

      • Business Formation

        500$
         
        Business Set-Up
         

        • Financial BluePrint

          1,250$
           
          Comprehensive Financial Needs Analysis
           
          • Complimentary to Insurance and/or Bookkeeping Clients

        • Financial Projection

          500$
           
          Financial Forecasting
           
          • Revenue Planning
          • Expenses
          • Assets
          • Liabilities
          • Equity

        • Risk Management

          1,500$
           
          Risk Management Plan
           

          • HR Consulting

            1,500$
            Every month
            Human Resource Consulting
             
            • Recruitment and Candidate Sourcing
            • HR compliance
            • Orientation
            • Training & Development
            • Payroll Processing and Taxes
            • Benefits Enrollment
            • Employee Management

          • QuickBooks Set-Up

            400$
             
            QuickBooks Set-Up Fee
             
            • Properly Establish QuickBooks Account
            • Chart of Accounts
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