Partnership Bookkeeping Packages
Affordable options to fit any business size and budget.
*If your business revenue exceeds $400K or you need catch-up or clean-up bookkeeping, please contact us for a custom quote
All plans come with
Our experienced bookkeepers will keep your books up to date and send a copy of your income statement and balance sheet on a monthly basis.
Federal Tax Return
We will complete and e-file your personal tax return using form 1040. All returns are reviewed by a CPA for tax savings and accuracy. We will never file without your review and approval first.
State Tax Return
Along with the Federal Return we will file your state return. Just like the Federal your state return will be reviewed by a CPA and you will review and approve before we file.
Electronic Copies of Tax Documents
You'll receive an email with copies of all your documents. Store these with your other business documents so you always have a record of past business activities.
Tax Vouchers and Instructions
To make your taxes as painless and simple as possible, we'll provide vouchers and instructions for your annual and quarterly tax payments.
Staff Communication (Limited)
Each package includes 1 monthly email to our staff for financial questions and concerns.
Optional Add On Services
We will update your books on a weekly basis so your accounts are always up to date for weekly reporting.
Using tax planning software we'll import your financial data and find you the best tax savings for your business and entity structure. Tax planning is the most valuable tool we offer.
This add-on allows unlimited emails, phone calls, and meetings with our accounting staff.
We offer a wholesale discount on the popular accounting software. Let us know if you'd like to switch to Quickbooks Online and we can transfer your subscription or start a new account for you.
We will handle all payroll reporting, direct deposits, employee checks, payroll taxes and will mail your paystubs and reports to you each pay period. $2 per employee per pay period fee applies.
If you have a business that is required to collect and pay sales tax we will review your system and calculations and file your returns as required by your state. The quoted rate is per state.
If you do business in a locality that requires special tax filing we can help. This also includes filing your annual city business license renewal.
Additional State Tax Returns
If you are required to file in more than one state, add this to your monthly package.
We will pay your bills using Bill.com or online banking. All bills will be reviewed by you and authorized before payment. Bill.com transaction fees apply if you choose that service.
We will send your invoices out and provide weekly aging reports. Only available to clients who choose the weekly bookkeeping option as well.