Controller Services
Basic
- Quarterly Review of Bookkeeping
- QB Online Account
- Year End Tax Planning
- Business Tax Return
- Personal Tax Return ($500 per additional return)
- Unlimited Support
Standard
- Quarterly Bookkeeping
- QB Online Account
- Quarterly Tax Planning
- Business Tax Return
- Personal Tax Return ($500 per additional return)
- Unlimited Support
- Quarterly Financial Statements & Analysis
- Personal Property Return
- 1099's (>10 is $50 per additional 10)
Premium
- Monthly Bookkeeping
- QB Online Account
- Quarterly Tax Planning
- Business Tax Return
- Personal Tax Return ($500 per additional return)
- Unlimited Support
- Monthly Financial Statements & Analysis
- Personal Property Return
- 1099's (>20 is $50 per additional 10)
| Average Monthly Transactions |
Basic | Standard | Premium |
|---|---|---|---|
| 0-50 | $ 375/mo. | $ 625/mo. | $ 700/mo. |
| 51-100 | $ 425/mo. | $ 750/mo. | $ 850/mo. |
| 101-150 | $ 475/mo. | $ 875/mo. | $ 1,000/mo. |
| 151-200 | $ 525/mo. | $ 1,000/mo. | $ 1,250/mo. |
| 201 + | Contact Us For More Information | ||
Any additional work outside of the scope of the above work will be billed at an hourly rate of the staff assigned to the job.
Quarterly Review of Bookkeeping: We review the bookkeeping completed by you to see if any adjustments should be made.
Business Tax Return: Our team will prepare & file both your federal & state business tax returns.
Personal Tax Return: Our team will prepare & file both your federal & state personal tax returns.
Monthly or Weekly Bookkeeping: Our team will handle regular bookkeeping so your books are accurate and up to date.
Financial Statements: Our team will prepare financial statements for your business so you can see how your business is growing and to assist in planning.
Tax Planning: We will analyze your specific scenario and help implement strategies to lower your tax liability each & every year.
Estimated Quarterly Tax Calculation: We will handle calculating your quarterly estimated taxes.
QB Online Account: You will need a cloud bookkeeping software for our services & we are experts in QuickBooks Online.
Support: Building long-term relationships with clients is our goal and we accomplish this by providing unlimited support.
