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Virtual Accounting, Consulting & Tax for Small Businesses
& Money Coach for Couples
Choose Your Plan
Bare Essentials
400$Every monthBasic Accounting PackageValid for 12 months- 100 transactions, 1 bank/credit card/loan statement
- Setup of Business & Chart of Accounts ($200 one time fee)
- GL & JE Review, Audit & Post
- Accrual Adjustments & Month End Close Entries
- Financial Reporting
Complete Accounting
800$Every monthComplete Full Cycle Accounting PackageValid for 12 months- 300 transactions, 1 bank/credit card/loan statement
- Setup of Business & Chart of Accounts ($200 one time fee)
- Features from Bare Essentials + Features below:
- Alerts & Internal Controls
- Project Costing & Accounting
- Inventory Accounting
- Financial Reporting & Analysis, KPIs
- AP Billing Process & Payments
- AR Invoicing Process & Collections
- Add-on: Payroll run, Direct Deposit & Tax E-Filing
- Add-on: 1099 Analysis, Issuance & E-Forms -Annually
VIP CFO & Advising
1,200$Every monthVIP Accounting & Virtual CFO PackageValid for 12 months- 500 transactions, 3 bank/credit card/loan statements
- Setup of Business & Chart of Accounts ($300 one time fee)
- Features from Complete Accounting + Features below:
- Tax Compliance, Planning & Collaboration with your CPA
- Budget vs Actual
- Cash Flow & Projections
- CFO Virtual Consulting, Advising & Meetings
- Add-on:Payroll run, Direct Deposit & Tax E-Filing
- Add-on: 1099 Analysis, Issuance & E-Forms -Annually
Plans & Pricing: PaidPlans
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