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DO-IT-YOURSELF BOOKKEEPING

This service is specifically for those that would like to do their own bookkeeping in the beginning and want to ensure you are starting off on the right track

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1 

Starter Plan

Starts at $250/month*

  • Xero Accounting Software

  • Xero Onboarding & Training

  • Monthly General Ledger & Bank Reconciliations

  • Monthly Financial Statements & Summary

  • Initial Start Up Financial Statement Analysis - 1 hour video call

  • One Mid-Year Financial Statement Analysis - 1 hour video call

  • Estimated Quarterly Tax Payment Calculations and Deadline Reminders

  • Year-End Financial Statements

  • Annual Federal & State Income Tax Preparation for Business & Personal - includes basic deductions such as home property taxes, education, child/dependent, medical expenses, and retirement

  • Annual Secretary of State Report, as applicable

  • Discounted Consults throughout the year 

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Limited To:

  • Single-Member LLCs and Sole Proprietors (Independent Contractors)

  • 1 business bank account and 1 business credit card account

  • Less than 50 transactions combined for the two accounts

  • Auto-deduct payment authorization on file - will authorize the monthly fee to be auto-deducted on the 1st of each month

2

Growing Plan

Starts at $535/month*

  • Xero Accounting Software

  • Xero Onboarding & Training

  • Monthly General Ledger & Bank Reconciliations

  • Monthly Financial Statements & Summary

  • Initial Start Up Financial Statement Analysis - 1 hour video call

  • Quarterly Financial Statement Analysis - 1 hour video call

  • Estimated Quarterly Tax Payment Calculations and Deadline Reminders

  • Year-End Financial Statements

  • Annual Federal & State Income Tax Preparation for Business & Personal - includes basic deductions such as home property taxes, education, child/dependent, medical expenses, and retirement

  • Annual Secretary of State Report, as applicable

  • Up-To-Date Guidance on Tax Law Changes applicable to your business

  • Anytime Consultations via Email - contact us anytime you have general financial questions or concerns 

​

Limited To:

  • Single-Member LLCs and Sole Proprietors (Independent Contractors)

  • 1 business bank account and 1 business credit card account

  • Less than 100 transactions combined for the two accounts

  • Auto-deduct payment authorization on file - will authorize the monthly fee to be auto-deducted on the 1st of each month

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