Monthly Accounting Services
Comprehensive bookkeeping, payroll, and tax support for growing businesses
Which Best Describes Your Business?
Choose your path below
🚀 Starting a New Business
Need help getting everything set up correctly from day one?
- Forming a new LLC, S-Corp, or Partnership
- Need business bank accounts and bookkeeping setup
- Setting up payroll for the first time
- Want professional guidance on entity structure
📊 Already in Business
Ready to streamline your accounting and focus on growth?
- Business is already formed and operating
- Need ongoing bookkeeping and tax support
- Want to hand off payroll and compliance
- Looking for strategic financial guidance
New Business Launch Package
Get your business set up correctly from the start with our comprehensive launch package
Then transition to a Monthly Package (see below)
What's Included in Launch Package:
Business Formation Filing
LLC or Corporation formation documents filed with the state
EIN Registration
Federal tax ID number obtained from the IRS
Tax Entity Status Filing
S-Corp election or other entity classification with IRS
Chart of Accounts Setup
Custom accounting structure for your industry
Payroll System Setup
Complete payroll platform configuration for employees and owners
Detailed Administrative Checklist
Step-by-step guidance on bank accounts, licenses, compliance, professional email domain setup, digital business workspace, payment processors, website guidance, etc.
Choose Your Monthly Package
Ongoing bookkeeping, payroll, tax planning, and strategic support
| Features |
Essentials
$1,250/month
|
Growth
$1,625/month
|
Advisory
$2,000/month
|
|---|---|---|---|
|
Bookkeeping & Financials
|
Quarterly | Monthly | Monthly |
| Strategy Calls | Quarterly | Monthly | Monthly |
|
Tax Returns
|
✓ | ✓ | ✓ |
| Complete Payroll Administration | ✓ | ✓ | ✓ |
|
Calculated Estimated Quarterly Tax Payments
|
✓ | ✓ | ✓ |
|
Tax Agency Notices
|
✓ | ✓ | ✓ |
|
W-2 vs. Distribution strategy to maximize SE payroll tax savings
|
— | ✓ | ✓ |
| Self-Employment Retirement Contribution Consulting | — | — | ✓ |
|
Monthly Business Performance & Consulting Report
|
— | — | ✓ |
| Get Started | Get Started | Get Started |
Essentials
- Quarterly bookkeeping & financials
- Quarterly strategy calls
- ✓ Tax returns
- ✓ Payroll processing
- ✓ Quarterly tax estimates
- ✓ IRS notice handling
Growth
- Monthly bookkeeping & financials
- Monthly strategy calls
- ✓ Tax returns
- ✓ Payroll processing
- ✓ Quarterly tax estimates
- ✓ IRS notice handling
- ✓ W-2 vs. Distribution strategy
Advisory
- Monthly bookkeeping & financials
- Monthly strategy calls
- ✓ Tax returns
- ✓ Payroll processing
- ✓ Quarterly tax estimates
- ✓ IRS notice handling
- ✓ W-2 vs. Distribution strategy
- ✓ Retirement contribution consulting
- ✓ Monthly Performance Report with consulting call
📋 Important Terms
Service Start Date
Monthly services begin January 1, 2026, or the first day of the following month after enrollment.
Minimum Commitment
6-month minimum commitment required for all monthly packages.
Annual Tax Return
Tax return preparation included only if enrolled before August 31st. Enrollments after August 31 will incur separate tax prep fees.
Business tax return only applies to the business enrolled in the monthly plan. Any additional business returns will be billed according to the One-Time Tax Preparation pricing.
Early Termination
If service is terminated before 6-month minimum, early termination fee applies: current month + one additional month.
Frequently Asked Questions
What if I need more than what's included in my package?
We can accommodate additional services as needed. Examples include multi-state tax filings, sales tax preparation, or additional consulting hours. We'll provide a custom quote for any out-of-scope work.
Do you work with franchise owners?
Yes! We have extensive experience with franchise accounting, including royalty tracking, franchisor reporting requirements, and multi-unit consolidation.
Can I upgrade or downgrade my package?
Yes, you can change packages at the end of any month with 30 days' notice. Changes take effect the first day of the following month.
What bookkeeping software do you use?
We primarily work with QuickBooks Online, which provides secure cloud access and real-time visibility into your financials. If you're currently using different software, we can discuss transition options.
Is payroll really included in all packages?
Yes! Full-service payroll processing is included: employee paychecks, tax deposits, quarterly/annual payroll tax filings (940, 941, W-2s, state filings). Third-party payroll platform fees are separate.
What happens if I miss the August 31st tax return deadline?
You'll still receive all other monthly services, but your annual tax return will be billed separately at our standard One-Time Tax Preparation rates ($1,750 for business returns).
Do you offer multi-location or franchise consolidation?
Yes, we can provide consolidated reporting across multiple locations or franchise units. Pricing varies based on complexity - contact us for a custom quote.
Ready to Streamline Your Accounting?
Schedule a free 15-minute consultation to discuss which package is right for you
Get Started TodayOr call us directly: 815-348-2421