Accountant
From Numbers to Strategic Next Steps
Services Included
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Compliance Services
Monthly Transaction Categorization
Monthly Account Reconcilations + Financial Reports
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Advisory Services
Budget Creation
Federal Income Tax Estimation
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Payroll
$150/mo + $25 per employee
State Payroll Registration*
Annual State Reporting*
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Access & Support
Annual Strategic Financial Planning
Email & Slack Support - 2 business days response time
IRS Notice & Audit Support (5 hours per year included)
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Additional Options
Client Billing*
Fiscal Year Accounting Cleanup*
Out of Scope Requests*
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Terms
With this package:
3-month commitment required
30-days’ notice to cancel
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*Additional fee applies