All packages include a 100% QuickBooks Online and Payroll subscription fee.
Basic Package
0-2 Employees / Single-Member LLC
-
✓
QuickBooks Online + Payroll Included
Subscription fee covered($140/mo Value) -
✓
Up to 50 Txns & Reconcile 2 Accounts
Categorize up to 50 transactions and reconcile up to 2 accounts -
✓
Digital Receipt Archiving & Monthly P&L
Digital receipt storage and monthly Profit & Loss statements -
✓
Automated Tax & Forms
Full payroll processing and tax reporting for 1-2 employees -
✓
Next-day Direct Deposit
Next-day direct deposit and filing support
Standard Package
3-6 Employees / Small Biz
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✓
QuickBooks Online + Payroll Premium Included
Subscription fee covered($200/mo Value) -
✓
Includes Everything in Basic
All Basic package services included -
✓
Up to 150 Txns & Reconcile 3 Accounts
Categorize up to 150 transactions and reconcile up to 3 accounts -
✓
Standard Financial Reporting
P&L and Balance Sheet issuance -
✓
Automated Tax & Forms (Up to 6 Employees)
Full payroll processing and tax reporting for up to 6 employees
Advanced Package
7-15 Employees / Growing Biz
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✓
QuickBooks Online + Payroll Included
Subscription fee covered($360/mo Value) -
✓
Standard Package Features Included
All Standard package benefits included -
✓
Up to 300 Txns & Reconcile 5 Accounts
Categorize up to 300 transactions and reconcile up to 5 accounts -
✓
Full Bookkeeping (AP/AR Management)
Invoice generation and vendor bill management -
✓
Large-scale Payroll & Same-day Direct Deposit
Full payroll processing for up to 15 employees & Same-day processing
15+ Employees?
We propose the perfect customized management solution for businesses requiring advanced integrated management, such as large-scale human resources operations, complex commission structures, multi-year historical cleanup services, clock-in app integration, and 401(k) / benefits integrations.
- ✓ Unlimited Payroll Runs & Multi-state Payroll
- ✓ Unlimited Account Reconciliations & Historical Cleanup Support
- ✓ Dedicated Tax Team & 1:1 Priority Advisory
Customized Add-on Services & Onboarding
We provide flexible add-on options tailored to your specific business needs.
One-time Professional Onboarding Fee
Professional onboarding includes: Custom Chart of Accounts (COA) setup, bank feed integration, and historical data transfer.
Industry-specific COA design, initial QuickBooks setup, bank/credit card feed connections, and initial employee payroll registration.
COA setup, bank integration, historical data transfer to QuickBooks, and migrating payroll data from existing systems (e.g., ADP).
For extensively neglected books requiring major cleanup operations alongside complex system setups.
1 Local & Admin Filing (Local & Admin Filing)
We handle manual administrative tasks and local tax filings that automated systems cannot process.
2 Year-end Tax Forms (Year-end Forms)
Consolidates essential annual tax reporting tasks performed every January.
+ $20/person
(Business property tax)
3 Special Payroll Actions (Special Payroll Actions)
Manual adjustments required due to legal mandates or user errors.
4 Audit Defense & EA Support (Audit Support)
Advanced services requiring Enrolled Agent (EA) expertise, extending beyond simple filing.
5 Overage Fees (Overage Fees)
Billing criteria for work volume (transactions, employee count, etc.) exceeding your contracted base package.
Checkpoints to Fully Utilize the All-In-One Package
Prevent Duplicate Software Subscriptions
Subscribing to bookkeeping and payroll accounts separately incurs double costs. The all-in-one package provides a unified license to minimize software expenses.
Unified Data Communication (Time Saving)
Prevents errors caused by information discrepancies between bookkeeping and payroll managers. A dedicated Enrolled Agent manages all metrics, dramatically increasing management efficiency.
Strong IRS Audit Defense
Bookkeeping data and payroll filing records are cross-verified in real-time, serving as the most robust and transparent evidence for future IRS or state government audits.