Monthly and one-time packages for all your business needs.

Service Packages


Monthly Bookkeeping

Bookkeeping - Support


  • Secure document portal
  • Review of books for common errors in categorization
  • Review of reconciliations
  • Up to 10 transactions categorized
  • Meeting to go ver books in depth every 6 months
Monthly Bookkeeping

Bookkeeping - Basic


  • Secure document portal
  • Monthly Quickbooks Software subscription(up to a $77 value)
  • Up to 100 transactions categorized per month
  • Up to 3 accounts reconciled
  • Asset and liability management
  • Quarterly meetings to review books in person or over the phone


Monthly Payroll

Payroll - Support


  • Review of employees profiles for common errors
  • Assist with payroll questions and basic software troubleshooting
  • Assist with letters received from payroll agencies
  • Ensure all monthly, quarterly, and annual forms are filed timely and accurately
Monthly Payroll

Payroll - Basic


  • Calculate and process payroll for up to 5 Employees, using a payroll software
  • Provide direct deposit for your employees
  • Online access to paychecks
  • Calculate and track accrued sick time
  • Calculate federal and state payroll taxes based on the deposit frequency you have set up.
  • Preparation and filing of Quarterly 940 and 941 federal payroll reports
  • Preparation and filing of State Unemployment Tax
  • Preparation and filing of Federal Unemployment Tax
  • Preparation and filing of Workers Compensation Tax
  • Preparation and filing of Forms W-2 and W-3 at year end


One Time Setup

LLC Formation


  • Providing U.S. tax advice with respect to entity type and jurisdiction, and checking name availability within the chosen state.
  • Secretary of State Business Formation Application
  • Obtaining a U.S. employer identification number (“EIN” or “federal tax ID”) from IRS
  • Department of Revenue Business Application.
  • City Business License Applications if applicable.
  • Reseller’s Permit Application if applicable.