Trusted Advisor Package Options

Monthly options are for 12 month contracts.

 

Tier 1

Starts at $400/month

  • QuickBooks setup and onboarding
  • QuickBooks training and support
  • Payroll filings
  • Annual 1099's and W-2's
  • Franchise tax filing (if applicable)
  • Annual bank reconciliation
  • Annual financial statements
  • Quarterly performance review
  • Suite of financial reports to guide budgeting and forecasting
  • Tax Planning
  • Income Tax Return Filing*

Tier 2

Starts at $800/month

  • Everything included in the Tier 1 Package PLUS
  • Quarterly bank reconciliation and financial statements instead of annual
  • Overhead analysis
  • Cash flow management
  • Annual budget creation
  • Incentive / Retirement Plan Advising
  • Income Tax Return Filing*

Tier 3

Starts at $1,200/month

  • Everything included in the Tier 2 Package PLUS
  • Monthly bank reconciliation and financial statements instead of quarterly
  • Monthly performance review
  • KPI development and analysis
  • Consult with and advise your attorneys, creditor and retirement administrators
  • Custom reporting to bring more to your bottom line
  • Income Tax Return Filing*

* Income tax return filing can be added to any package for an additional fee depending upon complexity of the return.