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Full Service Business Package

As a small business, you often need much more than just a tax return prepared. I created a plan for small businesses to essentially have me as their CFO. My full service option provides every service needed for a small business's tax and accounting needs. I wrap all of these services into a flat monthly fee to avoid the stress of hourly billings.

What's Included?

The service will vary by what a client needs. Listed below are the services that I can provide and a package will be tailored to your needs:

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  • Bookkeeping/transaction coding

  • Payroll processing and payroll tax payments

  • Sales tax compliance

  • Business tax return preparation

  • Individual tax return preparation

  • Miscellaneous business filings

  • Any questions throughout the year in a timely manor.

  • Tax planning and recommendations year round

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What's the cost?

Basic bookkeeping and tax return: This would include sole proprietor businesses. Starts at $150-300/month. Varies on transaction volume.

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Advanced bookkeeping, payroll, and tax returns: S-Corps, Partnerships, etc. $350-$1,000/month - Varies on transaction volume and services needed.

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Once the monthly fee is set, I rarely raise my rates. I try to create a quote that is fair to you and your business to ensure I am adding a value to your small business.

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