What's included with our bookkeeping services?
Monthly Bookkeeping:
Accurate and timely recording of all financial transactions.
Financial Reporting:
Comprehensive reports to help you understand your financial health.
Quarterly Tax Preparation*:
Ensuring your financial records are ready for quarterly filings and tax season.
(*annual filing not included in monthly fee)
Ask about our additional services
Business Formation*:
For sole proprietors and start up companies.
Payroll Services*:
Efficient and accurate payroll management.
(*additional services priced separately)
Annual Single Member LLC Package
Launching a single-member LLC is an incredible milestone—but the "back-office" reality can be a headache. Between bookkeeping, estimated taxes, and software setup, it’s easy to feel overwhelmed.
Our Annual SMLLC Package is designed to take the entire financial burden off your plate. For one transparent price, you get a year of expert accounting, tax analysis, and strategic consulting.
No surprises, just professional results.
The All-Inclusive Price: $8,500 (value at $12,174)
Bookkeeping Basic Package
Best for solo entrepreneurs and small service-based businesses.
Transaction Categorization
- Up to 100 transactions per month.
- Digital receipt management.
Monthly Account Reconciliation
- Up to 4 bank/credit card accounts.
- Detection of duplicate charges or missing entries.
Monthly Financial Reporting
- Profit & Loss Statement: See exactly where your money is going.
- Balance Sheet: A snapshot of your assets, liabilities, and equity.
- Cash Flow Statement: Understand the timing of your money.
- 1-Hour Monthly Client Consultation
Quarterly Tax Estimate Calculations
Bookkeeping Basic Package Starting Price: $400
Bookkeeping Core Lite Package
Best for freelancers, real estate investors, and side-hustlers keeping it simple.
Transaction Categorization
- Up to 20 transactions per month.
- Digital receipt management.
Monthly Account Reconciliation
- Only 1 bank/credit card account.
- Detection of duplicate charges or missing entries.
Monthly Financial Reporting
- Profit & Loss Statement: See exactly where your money is going.
- Balance Sheet: A snapshot of your assets, liabilities, and equity.
- Cash Flow Statement: Understand the timing of your money.
Bookkeeping Core Lite Package Starting Price: $175
*Core Lite does not include a monthly consultation. Consultations can be purchased separately via our Calendly for $250 for a 45-minutes session.
Shoebox Accounting
Are you staring at a digital "shoebox" of receipts and a year’s worth of bank statements? Tax season shouldn't feel like a puzzle you can't solve. Our Shoebox P&L service is designed specifically for micro-businesses and independent contractors who need to get their books in order—fast.
We take your scattered digital records and transform them into a clean, professional Profit & Loss statement that is ready for your tax preparer.
No hourly surprises. No "messy book" surcharges.
What’s Included:
- Full Categorization: We sort up to 50 receipts into standard IRS expense categories.
- Transaction Matching: We categorize business bank transactions that are readily identifiable (e.g., office supplies, software subscriptions, insurance).
- Bank Reconciliation: We cross-reference your 12 months of statements against your expenses to ensure nothing is missed.
- Final P&L Report: A professional Profit & Loss statement delivered in PDF or Excel format.
- Tax-Ready Records: Organized digital folders that make audits a non-issue.
Shoe Box P&L DIY Support: $350 (one-time)
Business Formation Standard Package
Our Business Formation service is designed to help streamline the process of forming your business. With our expert team of accountants and bookkeepers, we ensure that all necessary paperwork is completed accurately and efficiently. We'll handle all the necessary documentation and deadlines while you focus on other aspects of your Start Up. Let us alleviate the stress of the regulatory filings with our reliable and professional Business Formation service.
Business Formation Standard Price: $549
Business Formation Premium Package
In addition to business formation, our Business Formation Premium Package includes four Quarterly Tax Consultations—one each quarter—to review your business activity, monitor compliance, and provide proactive guidance on your tax position throughout the year.*
Business Formation Premium Price: $2,600
(valued at $3,985)
We pride ourselves on our attention to detail, reliability, and personalized service. Our team is committed to providing you with the highest level of support and expertise. We would love the opportunity to provide a quote for our services.
We'll contact you for additional documentation.
Gather your documents:
1. Articles of Incorporation & Identification
2. Operating Agreement
3. Financial Statements for the prior 3 months
4. List of Assets & Liabilities
5. Bank & Credit Card Statements
6. Payroll records (i.e. employees and pay rates)
7. Past tax returns and quarterly filings
8. Financial Statements
- assets
- liabilities
- revenue, sales receipts, customer listing
- invoices, expense receipts, vendors, W9s
- list of transactions
Current QuickBooks Online Users grant us Accountant access using the email: WilliamsAccTax@gmail.com
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