

Retainers start at $250/month

All filings included in our retainer packages

Available as an add-on or included in retainer packages
White-glove, all-inclusive services for large, established businesses
Transaction recording into
accounting software, weekly
reconciliations, books closed by 10th
Bookkeeper support - unlimited, same day response time (during business hours)
City & state sales & excise tax filings - unlimited cities / states
Weekly Accounts Payable services - via Bill.com, QBO bill pay, or bank ACH
Full-service payroll processing
including associated state and
federal payroll tax filings
Multi-layer accounting i.e. class tracking, due to/froms, multi-entities
Balance sheet account and
additional general ledger reconciliations
Manufacturing/COGS and/or inventory management assistance
Fixed asset management / capital expenditures
Compliance management for city/state business registrations and license / entity renewals
Monthly Zoom meeting to review financials
Year-end preparation of initial
financial statements
Annual 1099’s issued to contractors
Source documentation management
Access to secure client portal for file transfer, document storage
For businesses that need AP and payroll services and a more
comprehensive scope
Transaction recording into
accounting software, monthly
reconciliations, books closed by 10th
Bookkeeper support - unlimited, 24 hour response time
City & state sales & excise tax filings - unlimited cities / states
Weekly Accounts Payable services - via Bill.com, QBO bill pay, or bank ACH
Full-service payroll processing
including associated state and
federal payroll tax filings
Monthly Zoom meeting to review financials
Year-end preparation of initial
financial statements
Annual 1099’s issued to contractors
Source documentation management
Access to secure client portal for file transfer, document storage
For small businesses with minimal needs
Monthly Transaction recording into accounting software, quarterly reconciliations
Bookkeeper support - unlimited, 48-72 hour response time
Quarterly Zoom meeting to review financial statements
Year-end preparation of initial
financial statements
Source documentation management
Access to secure client portal for file transfer, document storage








