Small Business (25k-500k Revenue)
Bookkeeping
300 – 500
- Transaction Categorization
- Monthly Reconciliations
- Quarterly Financials
- Sales Tax Filing
Bookkeeping + Review
600 – 900
- Transaction Categorization
- Monthly Reconciliations
- Monthly Financials
- Sales Tax Filing
- Monthly Review meeting
- Custom Management Reports
- Key Performance Indicator Tracking
Full Accounting & Tax
1,000 – 1,400
- Transaction Categorization
- Monthly Reconciliations
- Monthly Financials
- Sales Tax Filing
- Monthly Review meeting
- Custom Management Reports
- Key Performance Indicator Tracking
- Quarterly Tax Planning
- Year-End Tax Prep & Filing
- Business Advisory Support
Growth Stage (500k-2M Revenue)
Bookkeeping
700 – 1,000
- Transaction Categorization
- Monthly Reconciliations
- Quarterly Financials
- Sales Tax Filing
Bookkeeping + Review
1,100 – 1,500
- Transaction Categorization
- Monthly Reconciliations
- Monthly Financials
- Sales Tax Filing
- Monthly Review meeting
- Custom Management Reports
- Key Performance Indicator Tracking
Full Accounting & Tax
1,800 – 2,300
- Transaction Categorization
- Monthly Reconciliations
- Monthly Financials
- Sales Tax Filing
- Monthly Review meeting
- Custom Management Reports
- Key Performance Indicator Tracking
- Quarterly Tax Planning
- Year-End Tax Prep & Filing
- Business Advisory Support
Mid-Market (2M-20M Revenue)
Bookkeeping
1,000 – 1,500
- Transaction Categorization
- Monthly Reconciliations
- Quarterly Financials
- Sales Tax Filing
Bookkeeping + Review
1,600 – 2,000
- Transaction Categorization
- Monthly Reconciliations
- Monthly Financials
- Sales Tax Filing
- Monthly Review meeting
- Custom Management Reports
- Key Performance Indicator Tracking
Full Accounting & Tax
2,400 – 3,000
- Transaction Categorization
- Monthly Reconciliations
- Monthly Financials
- Sales Tax Filing
- Monthly Review meeting
- Custom Management Reports
- Key Performance Indicator Tracking
- Quarterly Tax Planning
- Year-End Tax Prep & Filing
- Business Advisory Support