Virtual Packages

Includes:

• Monthly bank & credit card reconcilation

• Profit &  Loss + Balance Sheet reports

• Year-end tax-ready organizaion

• New software setup & support

• Email support

Pricing: Starting at $450/month

Includes:

• Everything in Basic Books

• Monthly financial review call

• Cash flow monitoring

• Budget vs actual reporting

• Sales tax monitoring & guidance

Pricing: Starting at $700/month

• Federal + 1 state filing

  • Federal + 1 state (no dependents) $250-$300​

  • Add dependent +$75

  • Add state +$100

• Deduction & credit optimization

• Schedule C / Self Employed support

  • $500+​

• IRS-ready documentation​​

Includes:

• Review and clean up of previous books

• Reconciliation of bank and credit card accounts

• Categorization of transactions

• Software setup & optimization

Pricing:

• 3-6 months of cleanup: Starting at $500

• 6-12 months of cleanup: Starting at $900

(Exact pricing depends on volume of transactions and complexity - custom quote provided after review)

​