Professional financial oversight for a fraction of the cost
Skip the high cost of a full-time CFO or in-house accounting staff. Our packages offer expert bookkeeping to not only keep your finances in order, but to also maximize your tax savings and deductions. Get the expertise of a financial team for a predictable, transparent price that makes sense for your business.
Seedling Package
Small service start-up
$200*
Per month. 100% tax deductible
- Up to 30 transactions
-
Bank reconciliation
(1 checking account) - Quarterly gross receipt tax filing
- Quarterly standard balance sheet and profit & loss statement
- Tax ready books
- Email and phone support
Pro Tip: Bundle Affinity Tax Planning Package
Essential Package
For the growing business
$350*
Per month.100% tax deductible
- Up to 100 transactions
- Bank reconciliation
(1 bank account) - Credit card reconciliation
(1 credit card account) - Enhanced reporting: Including cash flow statement & comparative financials
- Make adjusting entries
- Monthly business snapshot
- Monthly Gross Receipts Tax filing
- Tax ready books
- Email and phone support
The Pro Package
For established small business
$495*
Per month.100% tax deductible
- Up to 200 transactions
- Bank reconciliation
(2 bank accounts) - Credit card reconciliation
(2 credit card accounts) - Enhanced reporting
- Monthly Gross Receipts Tax filing
- Monthly business snapshot
- Make adjusting entries
- Prepare 1099s at year end (up to 5 contractors)
- Tax ready books
- Dedicated support
Affinity Package
For the Enterprise
$699*
Per month.100% tax deductible
- Up to 300 transactions
- Bank reconciliation
(3 bank accounts) - Credit card reconciliation
(3 credit card accounts) - Monthly Gross Receipt Tax filing
- Prepare 1099s at year end (up to 5 contractors)
- Expense management
- Custom financial reporting
- Monthly business snapshot
- Dedicated support
- Tax ready books
Flat fee monthly pricing.
Not seeing a package that meets your needs? Contact us now for a customized quote.
*All packages are listed as starting prices for remote bookkeeping services using QuickBooks online. Bookkeeping packages are only for tax clients. No stand-alone bookkeeping services offered. Prices are subject to change without notice. Additional services can be added to any package for an additional charge. Monthly package price does not include one-time QuickBooks set up fee.
