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Accounting
Packages

Accounting packages shown are limited to single-member LLCs and sole proprietors (independent contractors)

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If you have additional accounting needs such as payroll, accounts payable, or accounts receivable, please schedule a complimentary discovery call using the following link:  https://calendly.com/jsgcpa/complimentary

* A $300 one-time start up fee applies to each plan and the total start up cost depends on the number of prior months that need to be reconciled

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Let's say you sign up for the Starter Plan accounting services in July 2023...

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SCENARIO 1 - Your business was established prior to 2023

  • You will need all months starting with January 2023 reconciled

  • Your start-up fee will be $2,050 ($250 x 7 months + $300 one-time fee)

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SCENARIO 2 - Your business was established in May 2023

  • You will only need months starting with May 2023 reconciled

  • Your start-up fee will be $1,050 ($250 x 3 months + $300 one-time fee)

1 

Starter Plan

Starts at $250/month*

  • Xero/QuickBooks Accounting Software

  • Xero/QuickBooks 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/QuickBooks Accounting Software

  • Xero/QuickBooks 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 

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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 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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