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Accounting Packages Pricing

Choose Your Package:

Accounting

CORE

$750

per month

Monthly close by the 25th

PLAN DETAILS:

  • Monthly Accounting
  • Delivery by 25th of the month
  • Business Tax Preparation
  • Payroll provided by Whirks
  • Advisory: regular phone, email, and meetings
  • Quickbooks tech support
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Accounting

ADVANCED

$1000

per month

Monthly close by the 25th

PLAN DETAILS:

Everything from CORE, plus:

  • Weekly bookkeeping adjustments
  • Dext Electronic Expense Management
  • Weekly Cash Flow” update on projected available funds
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Accounting

ULTIMATE

$1500

per month

Weekly, outsourced AP mangement, monthly close by 15th

PLAN DETAILS:

CORE & ADVANCED, plus:

  • Weekly Accounts Payable management
  • Delivery by the 15th of the month
  • Bill.com service
  • Customized KPIs and Target Reporting

Add Ons:

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Individual Tax & Planning
Planning and preparation of owner's personal State and Federal tax returns.

Starting At

$100

Monthly

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Notice and Audit Response Service
We will respond to all IRS and State correspondence on your tax filings

Starting At

$75

Monthly

Whirks_PricingIcons_ACACompliance

Budget Creation & Annual Update
Annual budget prep, integration into your accounting software, monthly budget to actual reports.

$1000, plus

$75

Monthly

Whirks_PricingIcons_Time&Attendance

Weekly Management Flash Report

Starting At

$100

Monthly

quote

Exceptional service, exceptional people, and exceptional response time.

 

- Darryl Jackson // Enfinity Supply

Dig In Deeper

Looking for more clarity?
Check out the features of each of our packages below:

CORE ADVANCED ULTIMATE
Accounting - Post, modify, adjust, or correct transactions to the books monthly
Accounting - Monthly reconciliation of all bank accounts, loans, and credit cards (if applicable)
Accounting - Monthly Fixed Asset / Depreciation Update
Accounting - Standard financial package includingstandard key performance indicators, trend reports, and graphical representations
Tax - Preparation of Sales Tax Return
Tax - Preparation of Liquor Tax Return
Tax - Preparation of Business Entity Federal and State Income Tax Return
Tax - Business Tax, Tangible Property Tax, Annual Report, Franchise Tax (if applicable)
Tax - Preparation of Form 1099 (see additional service charges below)
Advisory - Regular phone call conversation, emails, and meetings as necessary and within scope of the current services
Advisory - Comprehensive year-end tax planning analysis
Advisory - Access to Online Office Hours- Monthly Strategic and Tactical Group Support
Advisory - Access to Patrick Accounting Academy
Delivery by the 25th of the month
Tech - 1./4 Hour QB Support Monthly
Accounting - Post, modify, adjust, or correct transactions to the books weekly
Tech - Dext expense management provided
Accounting - Weekly Quickie Cash Flow update on projected available funds
Accounting - Weekly Accounts Payable Management
Tech - Bill.com service included (see additional charges below)
Delivery by the 15th of the month
Customized KPIs and Target Reporting
Tax - Individual Tax and Planning
Notice and Audit Response
Budget Creation and Annual Update
Weekly Management Flash Report

*$ = Add On Fee

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