BOOKKEEPING PACKAGES

All Packages Include a FREE subscription to QuickBooks Online

This Includes:

  • Monthly bookkeeping (up to 100 transactions)
  • Monthly financial reporting (Profit/Loss & Balance Sheet)
  • Annual Profit/Loss & Balance Sheet
  • FREE Personal 1040 Tax Return
  • FREE 1040X Amended tax returns (if applicable)
  • FREE Response to IRS/State notices
  • FREE Monthly Newsletter w/Industry News & Updates
  • FREE 15-minute monthly business consultation
  • FREE Webinar Access
  • FREE UNLIMITED email access to queries
  • OPTIONAL $100: Payroll up to 5 employees
    • Includes quarterly 941 payroll tax return w/corresponding state
    • Annual 940 payroll tax return
    • Annual W3 and W2s / no extra fee

This Includes:

  • Monthly bookkeeping (up to 250 transactions)
  • Monthly financial reporting (Profit/Loss & Balance Sheet)
  • Annual Profit/Loss & Balance Sheet
  • FREE video explanation of monthly profit/loss
  • FREE Business tax return 1120C, 1120S or 1065
  • FREE personal tax 1040 return for up to two (2) officers/owners
  • FREE 1040X Amended tax returns (if applicable)
  • FREE Response to IRS/State notices
  • FREE Monthly Newsletter w/Industry News & Updates
  • FREE 30-minute monthly business consultation
  • FREE webinar access
  • FREE UNLIMITED email access to queries
  • FREE Sales tax returns up to 2 states (if applicable – additional fee for 3 or more states)
  • FREE payroll for up to 7 employees
    • Includes quarterly 941 payroll tax return w/corresponding state.
    • Annual 940 payroll tax return
    • Annual W3 and W2s / no extra fee

This Includes:

  • Monthly bookkeeping (up to 500 transactions)
  • Monthly financial reporting (Profit/Loss & Balance Sheet)
  • Annual Profit/Loss & Balance Sheet
  • FREE video explanation of monthly profit/loss
  • FREE Business tax return 1120C, 1120S or 1065
  • FREE personal tax 1040 return for up to two (2) officers/owners
  • FREE 1040X Amended tax returns (if applicable)
  • FREE Response to IRS/State notices
  • FREE Monthly Newsletter w/Industry News & Updates
  • FREE 40-minute monthly business consultation
  • FREE webinar access
  • FREE UNLIMITED email access to queries
  • FREE Sales tax returns up to 2 states (if applicable – additional fee for 3 or more states)
  • FREE payroll for up to 10 employees
    • Includes quarterly 941 payroll tax return w/corresponding state.
    • Annual 940 payroll tax return
    • Annual W3 and W2s / no extra fee

This Includes:

  • Monthly bookkeeping (up to 1000 transactions)
  • Monthly financial reporting (Profit/Loss & Balance Sheet)
  • Annual Profit/Loss & Balance Sheet
  • FREE video explanation of monthly profit/loss
  • FREE Business tax return 1120C, 1120S or 1065
  • FREE personal tax 1040 return for up to two (3) officers/owners
  • FREE 1040X Amended tax returns (if applicable)
  • FREE Response to IRS/State notices
  • FREE Monthly Newsletter w/Industry News & Updates
  • FREE 60-minute monthly business consultation
  • FREE webinar access
  • FREE UNLIMITED email access to queries
  • FREE Sales tax returns up to 5 states (if applicable – additional fee for 6 or more states)
  • FREE payroll for up to 25 employees
    • Includes quarterly 941 payroll tax return w/corresponding state.
    • Annual 940 payroll tax return
    • Annual W3 and W2s / no extra fee
  • FREE 3-tickets to Sales Bootcamp
  • PLUS 2 FREE VIP TICKETS to Annual Growth Conference / where and with whom TBA