Expert Bookkeeping, Payroll, & Tax Solutions for Your Business
Bookkeeping Services
$300/mo.
Organize your transactions for your Profit & Loss statement and Schedule C, and ensure your accounts are reconciled
Intermediate Solutions
$500/mo.
Sort and classify your financial activities for income statements and tax forms, while balancing your accounts.
Oversee your key financial reports: income statements, balance sheets, and track money owed to and by your business.
Regular business advice tailored to your specific needs, focusing on expansion and efficiency improvements.
Employee compensation management (payroll).
Advanced Solutions
$900/mo.
Organize your financial transactions for profit and loss reporting and tax schedules, while ensuring account accuracy.
Oversee crucial financial documents: income statements, asset and liability reports, and manage incoming and outgoing payments.
Provide monthly strategic business guidance tailored to your goals, focusing on growth and operational efficiency.
Handle employee compensation and related tasks (payroll).
Comprehensive management of bills and invoices, including creation, payment tracking, and collection.
Tax preparation and filing services.
Tax Preparation Services
Simple Solutions
Cost: $200 - $300
Includes: Form 1040 with W-2 income, standard deductions.
Ideal for: Individuals with straightforward tax situations.
Intermediate Solutions
Cost: $400 - $600
Includes: Schedule C for sole proprietors or Form 1065 for partnerships. 1120-S for single member S Corporations.
Ideal for: Small business owners with moderate income and expenses
Advanced Solutions
Cost: $700 - $900
Includes: Form 1120 for C corporations or Form 1120-S for multimember S corporations.
Ideal for: Larger businesses or those with multiple income streams and deductions.
Payroll Services
Simple Solutions
$30 - $50/mo.
Ideal for: Small businesses, 1-5 employees
Services included:
Payroll processing
Direct deposit
Tax filing
Intermediate Solutions
$80 - $150/mo.
Ideal for: Growing businesses, 6-15 employees
Services included:
Payroll processing
Direct deposit
Tax filing
Basic reporting
Advanced Solutions
$150 - $250/mo.
Ideal for: Complex businesses, 15+ employees
Services included:
Payroll processing
Direct Deposit
Tax filing
Detailed reporting
Additional Services
Life Insurance & Annuities
1. Term Life Insurance
2. Whole Life Insurance
3. Universal Life Insurance
4. Variable Life Insurance
5. Indexed Universal Life Insurance
6. Final Expense Insurance
7. Fixed Indexed Annuities
Schedule a complimentary consultation
Streamline your financial management by booking an appointment today. Experience precise, efficient, and personalized solutions tailored to your business needs.
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