PLANS
FOR START-UPS AND GROWING BUSINESSES
From basic support to fully comprehensive solutions, we have numerous plan options to meet your needs.
Scroll on down the page to check them out!
If you start your entity correctly, you don’t have to fix it later!
Plan Includes:
- Guidance choosing your entity form (LLC, Corporation, S-Corporation)
- Guidance choosing your tax status
- Creation of applicable company documents
- Creation of entity with state government
- Application for Federal Identification Number
- Application for state sales tax permit (if applicable)
* Excludes state filing fees. Texas filing fee is $300. Other states’ fees vary.
$300*
Let us do the accounting. You build your business.
Plan Includes:
- Selection of proper version of Quickbooks Online.
- Set up of Quickbooks Online, including a customized chart of accounts and set up of bank feeds.
- Assessment and set up of additional software tools including Bill.com or TSheets.
- Tax Planning tips for your business.
- Monthly bank reconciliations and financials.
- Preparation of 1099’s at year-end.
- Access to advice and resources as needed.
$300 per month
You’re moving and shaking. And you want to do more moving and less shaking.
Plan includes:
- Review of current accounting setup.
- Conversion to Quickbooks Online, if applicable, including customized chart of accounts. Quickbooks subscription included in fee.
- Assessment and set up of additional software tools including Bill.com, Hubdoc or TSheets as needed.
- Monthly bank reconciliations and financials.
- Preparation of 1099’s at year-end.
- Tax planning tips and suggestions.
- Access to advice and resources as needed.
$500 per month
You want to do it yourself, but want to get it set up correctly.
Plan Includes:
- Set up of Quickbooks Online, including a customized chart of accounts and set up of bank feeds.
- Assessment and set up of additional software tools including Bill.com or TSheets.
- 30-minutes of customized training on Quickbooks and other tools.
- Customized due date checklist for your company.
- Tax Planning tips for your business.
* You’ll be set up on wholesale billing with Quickbooks and other packages.
$300
You’ve been in business for a few years now. You feel like your accounting could be a little more streamlined and a lot more informative.
Plan Includes:
- Review of current accounting setup.
- Recommendations for changes to Chart of Accounts.
- Recommendations for process improvements such as online bill pay or other integrations.
- Training on any new tool or process improvements.
$800
You’ve grown. You’ve learned. You’re tired. Time to hire some help. Now what?
Plan Includes:
- Creation of an employee manual customizing policies to fit your business and culture
- Employment guide for your business including standard forms and procedures
- Registration for state unemployment and withholding in up to 2 states. Each additional state $75 extra.
- Set up on payroll service including training on service.
- Integration with Quickbooks software.
- Set up of worker’s compensation insurance, if applicable.
$800
You are hiring your first employee or ready to move from your current payroll provider.
Plan Includes:
- Set up on Gusto payroll service. Fee includes Gusto software.
- Maintenance of employees’ payroll data, including deductions.
- Submission of payroll.
- Deposit of all payroll taxes.
- Filing of all payroll reports.
- W-2’s prepared at year-end at no additional charge.
- Assistance with payroll questions.
* Minimum $50/mo. No per payroll fee. Additional services available such as electronic timesheets for an additional charge.
$15 per month per employee *
Employee Benefits are important too. And a pain.
Plan Includes:
- Guidance choosing insurance benefits for your company.
- Guidance creating a 401(k) retirement savings plan (requires a $500 setup fee).
- Checklist of communication requirements and deadlines for employers.
$500
