Financial Freedom Starts Here
Your future is about to get the upgrade it deserves
Bookkeeping Set up fee – $500
- Monthly
- Yearly (save 10%)
| Benefits |
Essentials $3,239.79/year |
Simple $4,319.79/year |
Plus $5,399.79/year |
Essentials $299.98/month |
Simple $399.98/month |
Plus $499.98/month |
|---|---|---|---|---|---|---|
| Up to 2 Accounts connected | ||||||
| Monthly Bank Reconciliations. | ||||||
| Monthly Credit Card Reconciliations. | ||||||
| Monthly Financial Reports and Customized Reports for analysis. | ||||||
| Adjustments, Reclassifications and monthly closing of accounting/Books. | ||||||
| Semi-annual Revision with account owners. | ||||||
| Advise on how to use and sync third-party apps with the software if needed. | ||||||
| Balance Sheet | ||||||
| Profit & Loss | ||||||
| Accounts Receivables | ||||||
| Accounts Payables | ||||||
| Supporting Financial Statements | ||||||
| General Ledger Management | ||||||
| Review Bank Statements | ||||||
| Balance Bank Accounts | ||||||
| General Ledger Entries | ||||||
| Cash Flow | ||||||
| Uncover Irregularities | ||||||
| Up to 4 Accounts connected | ||||||
| Everything in Essentials Plan | ||||||
| Customer invoicing assistance. | ||||||
| Chart of Accounts Reconciliations | ||||||
| Financial Statements Analysis | ||||||
| Trial Balance Sheet Preparation | ||||||
| Adjustment of Journal Entries | ||||||
| Annual Budget | ||||||
| Budget Reporting & Maintenance | ||||||
| Production & Departmental Budgeting | ||||||
| Final Report Budgets | ||||||
| Recurring customer invoicing assistance. | ||||||
| Bill and Bill Payment Assistance. | ||||||
| Monthly Bank Reconciliations. | ||||||
| Monthly Credit Card Reconciliations. | ||||||
| Assistance on how to handle Job Costing and Classes. | ||||||
| Monthly Financial Reports and Customized Reports for analysis. | ||||||
| Accounting Adjustments, Reclassifications and Monthly closing of Books. | ||||||
| Quarterly Revision of Financial Statements with Owners and Managers | ||||||
| Training on how to use specific features of the software. | ||||||
| Advise on how to use and sync third-party apps with the software if needed. | ||||||
| Up to 6 Accounts connected | ||||||
| Tax preparation included after 3 months** | ||||||
| Everything on Simple Plan | ||||||
| Accounts Receivables Analysis. (Only when invoiced through QuickBooks) | ||||||
| Accounts Payable Analysis. (Only when using the bill feature in QuickBooks). | ||||||
| Detailed Expenses and Cost of Goods Sold analysis on a monthly basis. | ||||||
| Unlimited Support and training | ||||||
| Monthly Revision | ||||||
| Sales Tax Form Preparation | ||||||
| Unlimited Q&A to our Firm for any type of tax consultation and planning. | ||||||
| Adjust Prepayments and Accruals | ||||||
| Process Asset Purchase, Disposal and Depreciation Journals | ||||||
| Review All General Ledger Accounts and Correct Posting Errors |
See more
Essentials
$299.98/month
Simple
$399.98/month
Plus
$499.98/month
Essentials
$3,239.79/Year
Simple
$4,319.79/Year
Plus
$5,399.79/Year
-
Up to 2 Accounts connected
-
Monthly Bank Reconciliations.
-
Monthly Credit Card Reconciliations.
-
Monthly Financial Reports and Customized Reports for analysis.
-
Adjustments, Reclassifications and monthly closing of accounting/Books.
-
Semi-annual Revision with account owners.
-
Advise on how to use and sync third-party apps with the software if needed.
-
Balance Sheet
-
Profit & Loss
-
Accounts Receivables
-
Accounts Payables
-
Supporting Financial Statements
-
General Ledger Management
-
Review Bank Statements
-
Balance Bank Accounts
-
General Ledger Entries
-
Cash Flow
-
Uncover Irregularities
-
Up to 4 Accounts connected
-
Everything in Essentials Plan
-
Customer invoicing assistance.
-
Chart of Accounts Reconciliations
-
Financial Statements Analysis
-
Trial Balance Sheet Preparation
-
Adjustment of Journal Entries
-
Annual Budget
-
Budget Reporting & Maintenance
-
Production & Departmental Budgeting
-
Final Report Budgets
-
Recurring customer invoicing assistance.
-
Bill and Bill Payment Assistance.
-
Monthly Bank Reconciliations.
-
Monthly Credit Card Reconciliations.
-
Assistance on how to handle Job Costing and Classes.
-
Monthly Financial Reports and Customized Reports for analysis.
-
Accounting Adjustments, Reclassifications and Monthly closing of Books.
-
Quarterly Revision of Financial Statements with Owners and Managers
-
Training on how to use specific features of the software.
-
Advise on how to use and sync third-party apps with the software if needed.
-
Up to 6 Accounts connected
-
Tax preparation included after 3 months**
-
Everything on Simple Plan
-
Accounts Receivables Analysis. (Only when invoiced through QuickBooks)
-
Accounts Payable Analysis. (Only when using the bill feature in QuickBooks).
-
Detailed Expenses and Cost of Goods Sold analysis on a monthly basis.
-
Unlimited Support and training
-
Monthly Revision
-
Sales Tax Form Preparation
-
Unlimited Q&A to our Firm for any type of tax consultation and planning.
-
Adjust Prepayments and Accruals
-
Process Asset Purchase, Disposal and Depreciation Journals
-
Review All General Ledger Accounts and Correct Posting Errors
See more
| Benefits |
Income Taxes |
|---|---|
| Max Refund Guarantee | |
| Prepare, print, and e-file | |
| Phone & email support | |
| PDF upload | |
| Client Portal | |
| All major IRS forms | |
| All credits & deductions | |
| Audit assistance | |
| All self-employed forms | |
| Major tax breaks | |
| Property Taxes | |
| W2 Income | |
| Interest and dividend income reported on a 1099-INT or 1099-DIV | |
| Claiming the Standard deduction or Itemizing deductions | |
| Earned Income Credit (EIC) | |
| Child Tax Credits | |
| Student Loan Interest deductions | |
| Mortgage and Property tax deductions | |
| Charitable donations | |
| Unemployment income | |
| Educational expenses | |
| Medical/Dental Expenses | |
| Donations | |
| Add-Ons | |
| Self Employment income ($99) | |
| State returns ($59 each) | |
| Report rental property income ($99) | |
| Stocks, bonds & other investment income ($99) | |
| Gambling Winnings ($99) | |
| Gains and losses from Crypto currency transactions ($99) | |
See more
Income Taxes
Gambling Winnings ($99)
$99.00
Gains and losses from Crypto currency transactions ($99)
$99.00
-
Max Refund Guarantee
-
Prepare, print, and e-file
-
Phone & email support
-
PDF upload
-
Client Portal
-
All major IRS forms
-
All credits & deductions
-
Audit assistance
-
All self-employed forms
-
Major tax breaks
-
Property Taxes
-
W2 Income
-
Interest and dividend income reported on a 1099-INT or 1099-DIV
-
Claiming the Standard deduction or Itemizing deductions
-
Earned Income Credit (EIC)
-
Child Tax Credits
-
Student Loan Interest deductions
-
Mortgage and Property tax deductions
-
Charitable donations
-
Unemployment income
-
Educational expenses
-
Medical/Dental Expenses
-
Donations
- Add-Ons
-
Self Employment income ($99)
-
State returns ($59 each)
-
Report rental property income ($99)
-
Stocks, bonds & other investment income ($99)
-
Gambling Winnings ($99)
-
Gains and losses from Crypto currency transactions ($99)
See more
| Benefits |
Deletion of Collection, Hospital Bill, Charge Offs, Out of Date items $200.00 |
Deletion of Repossession, Foreclosure, Bankruptcy, judgements $1,000.00 |
|---|---|---|
| FREE Equifax, Experian & Transunion Credit Scores | ||
| 24 Hour Access to Client Portal | ||
| Client Portal Document Collection & Dispute Tracking | ||
| Disputes directly with Credit Bureaus | ||
| Remove Out of Date Personal Information | ||
| Stop Collection Calls | ||
| Monthly Credit Report Audits & Comparisons | ||
| Cease & Desist Communications | ||
| Reference Letters | ||
| Educational Resources | ||
| Employer Credit Repair Verification Letters | ||
| File Complaints with Federal Agencies | ||
| Disputes directly with Creditor | ||
| In-depth knowledge of Consumer Protection Laws & Credit Laws | ||
| 120 Day Satisfaction Or Your Money Back | ||
| Lifetime Warranty - What we remove Stays Off | ||
| NO ADDITIONAL FEES! EVER |
See more
Deletion of Collection, Hospital Bill, Charge Offs, Out of Date items
$200.00
Deletion of Repossession, Foreclosure, Bankruptcy, judgements
$1,000.00
-
FREE Equifax, Experian & Transunion Credit Scores
-
24 Hour Access to Client Portal
-
Client Portal Document Collection & Dispute Tracking
-
Disputes directly with Credit Bureaus
-
Remove Out of Date Personal Information
-
Stop Collection Calls
-
Monthly Credit Report Audits & Comparisons
-
Cease & Desist Communications
-
Reference Letters
-
Educational Resources
-
Employer Credit Repair Verification Letters
-
File Complaints with Federal Agencies
-
Disputes directly with Creditor
-
In-depth knowledge of Consumer Protection Laws & Credit Laws
-
120 Day Satisfaction Or Your Money Back
-
Lifetime Warranty - What we remove Stays Off
-
NO ADDITIONAL FEES! EVER
See more
| Benefits |
Financial Analysis |
|---|---|
| Business Idea Development | |
| Asset Acquisition | |
| Start Up Fund Analysis | |
| Capital Structuring | |
| Capital Raising | |
| Residential & Commercial Real Estate | |
| Client Development | |
| Private Equity | |
| Wealth Management | |
| Fundraising | |
| Hedge Funds | |
| Client Presentations | |
| Pitch Decks | |
| Venture Capital | |
| Early-stage Venture Capital | |
| Seed Fundraising | |
| Deal Structuring | |
| Term Sheet Negotiations | |
| Financial Modeling | |
| Fundraising Strategy | |
| Financing | |
| Roadshows | |
| Investment Banking | |
| Housing | |
| Capital Markets | |
| Private Capital Markets | |
| Revenue & Expense Projections | |
| Business Models | |
| Pitch Deck Consultant | |
| Add-Ons | |
| 5 Year Forecast – $999 | |
| 4 Year Forecast – $749 | |
| 3 Year Forecast- $499 | |
See more
Financial Analysis
-
Business Idea Development
-
Asset Acquisition
-
Start Up Fund Analysis
-
Capital Structuring
-
Capital Raising
-
Residential & Commercial Real Estate
-
Client Development
-
Private Equity
-
Wealth Management
-
Fundraising
-
Hedge Funds
-
Client Presentations
-
Pitch Decks
-
Venture Capital
-
Early-stage Venture Capital
-
Seed Fundraising
-
Deal Structuring
-
Term Sheet Negotiations
-
Financial Modeling
-
Fundraising Strategy
-
Financing
-
Roadshows
-
Investment Banking
-
Housing
-
Capital Markets
-
Private Capital Markets
-
Revenue & Expense Projections
-
Business Models
-
Pitch Deck Consultant
- Add-Ons
-
5 Year Forecast – $999
-
4 Year Forecast – $749
-
3 Year Forecast- $499
See more
| Benefits |
Incorporating A Business |
|---|---|
| Instant Online Ordering | |
| Fast Filing Speeds | |
| All filing fees & expedited processing | |
| Expedited Tax ID (EIN) setup | |
| All essential and important documents | |
| 100% Accuracy Guarantee | |
| Add-Ons | |
| Contracts ($500 Each) | |
| Domain Name ($99) | |
| Logo | |
| Name Recommendations | |
| Duns and Bradsteet Number | |
See more
Incorporating A Business
Contracts ($500 Each)
$500.00
Domain Name ($99)
$99.00
Logo
$99.00
Name Recommendations
$99.00
Duns and Bradsteet Number
$99.00
-
Instant Online Ordering
-
Fast Filing Speeds
-
All filing fees & expedited processing
-
Expedited Tax ID (EIN) setup
-
All essential and important documents
-
100% Accuracy Guarantee
- Add-Ons
-
Contracts ($500 Each)
-
Domain Name ($99)
-
Logo
-
Name Recommendations
-
Duns and Bradsteet Number
See more