The biggest advantage of the Full Service Program is that we take responsibility for keeping you on the right path. Under DIY, it's your responsibility to reach out as you need help.

S-CORP (+others) OPTIONS

  • DIY Option: $150 / hour consults whenever you need support
    • Frequently, clients do at least these consults:
    • [1 hour] Becoming an s-corp (filing LLC paperwork and Federal S-corp election)
    • [2 hours] Setting up payroll in Gusto
    • [2 hours] Bookkeeping set-up & best practices
    • [1 hour] May/Jun/Jul estimated taxes, bookkeeping, & payroll check-in
    • [1 hour] Sep/Oct/Nov estimated taxes, bookkeeping, & payroll check-in
    • S-Corporation Tax Filing (due March 15 each year)
    • Other frequent topics include: help setting up retirement accounts, personal financial planning, tax planning around variable income
    • Want to book a support consult on any of these topics? Set up a call here.
  • Full Service Program "We handle everything": $450 / month
    • A few highlights included here:
    • Business tax return & personal tax return filings
    • Complete monthly bookkeeping
    • 5 additional consults annually for business & personal financial planning
    • Unlimited email support -- you have a human on call for whenever anything tax or financial related comes up. 
    • Want to know more or kick things off? Set up a call here.

 

BOOKKEEPING OPTIONS

  • Full Bookkeeping: $300/month
    • Kickoff meeting to discuss gameplan & show you how Quickbooks works.
    • Monthly categorizing & reconciling all transactions in Quickbooks. Your books will be 100% ready for tax time by Jan 15 or earlier each year.
    • Monthly profit & loss statements over email
    • Interested in knowing more about the Full Bookkeeping Program? Set up a call here. 
  • Bookkeeping Light: $300 annual
      • Three 1-hour meetings throughout the year to review your books