Basic Package

Ideal for a startups and businesses with no employees

  • Cloud-based accounting software provided
  • Reconciliation of one bank account on a monthly basis
  • Reconciliation of one credit card account on a monthly basis
  • Ensure accurate classification of financial transactions
  • Monthly financial report provided including copies of income statement, balance sheet and statement of cash flows
  • Telephone & Email Access to CPA

Intermediate Package

Ideal for businesses with up to 5 employees

  • Cloud-based accounting software provided
  • Reconciliation of bank accounts on a monthly basis
  • Reconciliation of credit card/merchant accounts on a monthly basis
  • Ensure accurate classification of financial transactions
  • Monthly financial report provided including copies of income statement, balance sheet and statement of cash flows
  • Filing of all excise taxes
  • Full-Service payroll package included for up to 5 employees
  • Filing of all quarterly and annual payroll tax returns
  • Telephone & Email Access to CPA

Advanced Package

Ideal for businesses with 6-15 employees

  • Cloud-based accounting software provided
  • Reconciliation of bank accounts on a monthly basis
  • Reconciliation of credit card/merchant accounts on a monthly basis
  • Reconciliation of other misc. balance sheet accounts on a monthly basis
  • Ensure accurate classification of financial transactions
  • Monthly financial report provided including copies of income statement, balance sheet and statement of cash flows
  • Filing of all excise taxes
  • Full-Service payroll package included for up to 15 employees
  • Filing of all quarterly and annual payroll tax returns
  • Telephone & Email Access to CPA
  • 4 strategy sessions with CPA on a quarterly basis

Premier Package

Ideal for businesses with more than 15 employees

  • Cloud-based accounting software provided
  • Reconciliation of bank accounts on a monthly basis
  • Reconciliation of credit card/merchant accounts on a monthly basis
  • Reconciliation of other misc. balance sheet accounts on a monthly basis
  • Ensure accurate classification of financial transactions
  • Monthly financial report provided including copies of income statement, balance sheet and statement of cash flows
  • Filing of all excise tax returns
  • Full-Service payroll package included for up to 20 employees
  • Filing of all quarterly and annual payroll tax returns
  • Telephone & Email Access to CPA
  • 6 strategy sessions with CPA on a bi-monthly basis