Business Financial Solutions

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Service We Offers

                                   

 

 

                                                                       Tax Preparation  Services 

 

Preparation fees for Forms 1065, 1120 & 1120‐S start at $700 and up depending on our total time spent, company gross revenues and overall complexity of the return. A Schedule L (Balance Sheet) is now included with every Form 1065, 1120 & 1120‐S. Our base business tax return fee also includes shareholder/partner basis calculations when applicable.

 

The cost to prepare your tax return all comes down to the overall amount of time we spend working on your return. Ideally, we prefer to receive all tax documents before starting work on the tax return to minimize the possibility of omitting a document and to eliminate our time spent getting in and out of the return during preparation. Clients that provide tax information in a disorganized fashion or time we spend communicating to a client asking for missing information will likely be subject to additional fees added to the final invoice.

 

 

It is important to understand that every tax return is different. The forms necessary to complete your tax return may vary from year to year as your situation changes. For that reason, final pricing is always subject to a client's current situation and the complexity of their return.

 

 

 

 

 

                                   

 

 

                                                        Bookkeeping & Virtual Accountant Services 

 

Start-Up/ Solo Entrepreneur Business Plan

Starting at $399 Monthly

 

  • Categorize & Record transactions

  • Maintain Accounting Software

  • Up to 2 Bank or Credit Card Account Reconciliation

  • Up to 50 Transactions Recorded, classified and reconciled

  • Monthly Financial Statements

  • Unlimited Email Support

  • Monthly Strategy Call/Video Conference (30 Mins)

  • Work with Your CPA

 

 

 

Small Business Plan

Starting at $499  Monthly

 

  • Categorize & Record transactions

  • Maintain Accounting Software

  • Up to 2 Bank or Credit Card Account Reconciliation

  • Up to 75 Transactions Recorded, classified and reconciled

  • Monthly Financial Statements

  • Unlimited Email Support

  • Monthly Strategy Call/Video Conference (60 Mins)

  • Work with Your CPA

 

 

 Small Business Plus

Starting at $699  Monthly

 

  • Categorize & Record transactions

  • Maintain Accounting Software

  • Up to 3 Bank or Credit Card Account Reconciliation

  • Up to 150 Transactions Recorded, classified and reconciled

  • Monthly Financial Statements

  • Unlimited Email Support

  • Monthly Budget/Forecasting Strategy Call/Video Conference (60 Mins)

  • Work with Your CPA

 

 

Virtual Accountant/CFO

Starting at  $2,799  Monthly

 

  • Benefits of  Small Business Plus  Package

  • Provide Support Document for you financial institution

  • Extension of your accounting department

  • Account Payable

  • General Ledger entries

  • Reconciliation of payroll

  • Payroll Support/-Consultation/Compliance

                                    Add on & additional cost  services

***All package has set flat fee –starting 100.00 to $400 depend on setup

               

 

Add On Services

Payroll Consultant /Compliance

Account Payable with Bill Pay 

Additional Transactions 

1099 Preparation 

Annual Giving Statement 

Clean up records