Helping Law Firms with compliance of Trust accounts and improvement of their workflows
We are Cryptocurrency Tax Experts!
YEARLY GROSS REVENUE OF $50K TO $125K
If you are on a loss, total expenses instead of revenue will determine your package
$125 / mo
What's included in your basic package
Our team of dedicated bookkeepers will ensure your business financials are always accurate and up to date each month. (weekly service is available as an add-on item) This is service is perform using Bank fees, no manual data entry included.
Financial Review Board Reports
2 times per year our Financial Review Board meets internally to review all aspects of your business to determine if we can make any recommendations to help you and your business, base on the analysis of your financial statements.
Communication with Staff (limited)
All Core packages come with 1 monthly email to our staff for financial questions and concerns. (you can upgrade to unlimited communication, we have an add-on for that!)
After closing the bookkeeping month, we will send you via email, basic financial statements (P&L and Balance Sheet) that can help you take more informed decisions.
Handwritten checks $3/each
They just make your live easier!
3rd Party Apps
You need this Add-on if you work with 3rd party apps like Square, Stripe, Amazon, etc. We need to manually add information to your books
$12 / mo
BUSINESS TAX RETURN
We will prepare and file your Business Tax Return. One state included. This includes all the forms and schedules your business requires
$25 / mo
With our VIP add-on you will get unlimited emails, phone calls, & virtual meetings with our accounting staff.
$40 / mo
INVOICING / AR
Tired of sending invoices to clients? Our team can take that off your hands. We will prepare all of your invoices and receive payments for you
$195 / mo
PERSONAL TAX RETURN
We will prepare and file your personal tax return, including your Schedule C for your business and Schedule A if you itemize. State is included
$20 / mo
If you need to track income and expenses by Job, Classes, or by project, this add-on is required to track all related transactions to a specific account
$12 / mo
AUDIT PROOF! PAPERLESS
Upload your receipts and bills into an app or email them. We'll make sure they are classify correctly, and tax deductible. We'll also attach them to QuickBooks.
$28 / mo
Need your books done more often than monthly? Add on this service for weekly reconciliations of your business transactions.
$15 / mo
Tired of paying all the bills for the business each month? Our team can take that off your hands. Send us your invoices, and make all payments for you
$210 / mo
If you own rental properties, there are special tax filings that must be done, ensure all income and expenses are reported accurately.
$15 / mo per property
By far our most popular add-on offering. Optimize your tax savings each year & plan for those that cannot be avoided
$30 / mo
It's like an insurance policy on your tax returns. With this service we will respond to all tax notices you may receive and represent you in an audit.
$12 / mo
You need this software for bookkeeping, if you don't have an active subscription you can get one at our discount price. Essentials Version
$25 / mo
We’ll help you get setup and ensure quarterly and annual filings are done timely and accurately. $6 per employee charge applies.
$ 75 / mo + $6 per employee
ADDITIONAL STATE RETURN
If you need to file your taxes in more than one state, you need this add-on for each additional state you have to file