Services

Tailored services to meet your needs
Does not include software costs or filing fees
Ask us about our QuickBooks Pro Advisor Discounts

Cirrus - Basic Care
$250 - $375

Essentials to keep your finances clear & more of your time free. Includes:

• Categorization for up to 75 transactions/month with receipts

• Account reconciliation & monitoring for up to 5 bank & loan accounts

• Basic financial reports and review with limited analysis notes monthly

• Annual 1099 Filing for up to 10 contractors*

• Quarterly estimated tax filings

• Limited email and text-based communication access

• See Add Ons to customize

Nimbostratus - Bump it up a notch
$375 - $700

A more comprehensive approach for mid-size and growing businesses. Includes everything in Cirrus, plus:

• Categorization for up to 200 transactions/month with receipts

• Account reconciliation & monitoring for up to 10 bank & loan accounts

• Enhanced monthly financial reporting with full review and limited analysis notes

• Accounts Payable support for up to 50 bills/month

• Accounts Receivable support for up to 50 invoices a month

• Annual 1099 Filing for up to 50 contractors*

• Sales tax filing (if applicable)

• Annual state reporting (if applicable)

• Petty Cash Reconciliation

• Quarterly check-in via video, phone or email based on your preference

• Unlimited email and text-based support

Max support with unlimited communication + payroll. Everything in Nimbostratus, plus:

• No cap on transactions

• No cap on number of accounts

• Enhanced monthly financial reporting with full review and detailed analysis notes

• Full A/P management

• Full A/R management

• Unlimited 1099 Filing*

• Payroll Specialist support

• Unlimited communication via phone, email or text - turnaround time of 24 hours.

Cumulonimbus - Billowing Support
$700 +

Add Ons

For customizable service:

• A/P up to 30 bills/mo.................................................$30

• A/R up to 30 invoices/mo.........................................$45

• Payroll services...............................................$100

• Unlimited communication..................................$50

• Cleanup Projects.................................................TBD

  
  Have a specialty need that doesn't quite fit in any of these? Let's talk!