Small Business Pricing Packages
Our value-driven pricing means you’ll know exactly what to expect. Choose the plan that best fits your business needs and get started today.
| Service | Essential Starting at $200 |
Controller Starting at $400 |
Controller Plus Let's Chat |
|---|---|---|---|
| Tax Preparation: Annual business and personal returns *Priced separately TBD |
✔ | ✔ | ✔ |
| Bookkeeping Services: Bank and credit card accounts reconciled monthly |
✔ | ✔ | ✔ |
| Financial Statement Preparation | ✔ | ✔ | |
| Performance Analysis | ✔ | ✔ | |
| Budgeting and Forecasting | ✔ | ✔ | |
| Cash Flow Management | ✔ | ||
| Strategic Financial Planning | ✔ | ||
| Capital Structure Optimization | ✔ | ||
| Risk Management Consulting | ✔ | ||
| Internal Controls Assessment | ✔ |
Additional Service Options
Tax Planning
Strategic planning to minimize tax liabilities and maximize savings through effective tax strategies.
Sales Tax Compliance
Assistance with sales tax registration, filing, and payments.
Entity Formation and Compliance
Guidance on selecting the right business structure and maintaining compliance with regulatory requirements.
1099/1096 Preparation
Preparation and filing of 1099 and 1096 forms to ensure compliance with IRS requirements.
Business Personal Property Tax Filings (Property Rendition)
Assistance with filing business personal property taxes to ensure compliance with local and state regulations.
QuickBooks Conversions or Setup
Assistance with transitioning to or setting up QuickBooks for efficient financial management.
Bookkeeping Cleanup / Catchup
Services to organize and correct past bookkeeping records for accuracy and compliance.
Invoicing Customers & A/R Management
Help with invoicing customers and managing accounts receivable effectively.
Payroll Oversight and Resolution
Oversight of payroll processes and assistance with resolving payroll-related issues as needed.