WE BALANCE YOUR BOOKS, SO YOU CAN BALANCE LIFE
Compare some plan examples
This is the starting point for finding your ideal accounting solution! Take a moment to explore and compare this example of one of our quotes. This is only the beginning of what we can provide. Your quote will be tailored to your specific needs.
We do not bill by the hour. Instead, we set a fixed monthly price. We do that so that you will email us as your questions come into your mind. It also helps to have a steady bill when you are planning your monthly budget.
Get ready for a smooth accounting journey!
Example Best Plan
Provides fastest answers to your questions, the most timely financial data and gets accounting tasks off your plate.
Ideal for a business with large growth goals or owners that needs more time to work ON the business instead of IN the business.
Communication
Strategy meeting with your CPA
4 per year
Email support with your bookkeeper
reasonably unlimited
Email responses guaranteed within
1 business day
Bookkeeping
Financial reports with video
bi-annually
delivered on the 10th day after period end
Invoicing and billing
on-demand
Payroll
monthly
Worker’s compensation audit
full service
Business Tax Filings
Business income tax return with video
Forms 1099 to contractors
Receipts attached to transactions
Documented accounting policies
Business property tax listing
Support with notification letters
Personal Tax Filings
Owner’s personal income
tax return with video
Retirement savings planning
contribute with every payroll run
Calculate estimated tax payments
monthly
Tax planning
annually
plans from $500/mo *
Example Better Plan
Provides limited financial data to inform your business decisions through out the year.
Ideal for a business with no seasonal fluctuations or growing slowly (<5% annual increase in sales).
Communication
Strategy meeting with your CPA
2 per year
Email support with your bookkeeper
reasonably unlimited
Email responses guaranteed within
3 business days
Bookkeeping
Financial reports with video
quarterly
delivered on the 20th day after period end
Invoicing and billing
monthly
Payroll
quarterly
Worker’s compensation audit
support only
Business Tax Filings
Business income tax return with video
Forms 1099 to contractors
Receipts filed electronically
Documented accounting policies
Business property tax listing
Support with notification letters
Personal Tax Filings
Owner’s personal income
tax return with video
Retirement savings planning
contribute quarterly
Calculate estimated tax payments
quarterly
plans from $400/mo *
Example Good Plan
Provides peace of mind about tax filings.
Ideal for a simple business selling one product and not in growth mode or a new business that is starting very simply and with limited budget.
Communication
Strategy meeting with your CPA
1 per year
Email support with your bookkeeper
reasonably unlimited
Email responses guaranteed within
5 business days
Bookkeeping
Financial reports with video
bi-annually
delivered on the 30th day after period end
Invoicing and billing
support only
Payroll
annually
Business Tax Filings
Business income tax return with video
Forms 1099 to contractors
Receipts filed electronically
Personal Tax Filings
Owner’s personal income
tax return with video
Retirement savings planning
contribute annually
Calculate estimated tax payments
annually
plans from $200/mo *
* Pricing depends on your needs which we uncover in the discovery step. As a guideline, our fees tends to fall around 2-5% of our clients gross sales.
