Pricing

Starter

$200
per month

Great for Small Start-Ups!

*Plus one-time fee of $250.00 for new software setup (if needed).

Entry and categorization of income & expenses into accounting software

Up to 50 total transactions per month*

Bank account reconciliation (up to 2 accounts)**

Quarterly financial statements

Services provided monthly

Client pays any accounting software subscription fees

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Basic

$500
per month

Great for Small Businesses!

*Plus one-time fee of $250.00 for new software setup (if needed).

Entry and categorization of income & expenses into accounting software

Up to 100 total transactions per month*

Bank account and credit card reconciliation (up to 3 accounts)**

Arizona sales tax tracking & reporting

Management of fixed assets

Monthly financial statements

Month-end adjusting entries & closing

Year end preparation for tax filing (package provided to tax preparer)

Client pays any accounting software subscription fees

Includes payroll for up to 5 employees (additional can be added – see payroll section below)

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Plus

$850
per month

Great for Growing Businesses!

*Plus one-time fee of $250.00 for new software setup (if needed).

Entry and categorization of income & expenses into accounting software

Up to 200 total transactions per month*

Bank account and credit card reconciliation (up to 4 accounts)**

Arizona sales tax tracking & reporting

Bi-weekly accounts payable

Fixed asset tracking

Monthly financial statements

Month-end adjusting entries & closing

Quarterly review with tax preparer for tax planning

Year end preparation for tax filing (package provided to tax preparer)

Client pays any accounting software subscription fees

Includes payroll for up to 10 employees (additional can be added – see payroll section below)

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Additional Options:

Payroll Processing – Starting at $110.00 Per Month

You may add payroll processing to any package or use as a stand-alone service.

Pricing tiers (regardless of frequency):

  • 1-5 Employees – $110.00 per month as a stand-alone service (discounted to $75.00 per month if added to accounting package above)
  • Add employees in blocks of 5 for $10.00 per block
  • Includes all payroll tax payments and reporting, as well as year-end W2 processing
  • Important Note: I work with my own processing company and all payroll taxes are collected from your account at the time of processing. I do not accept payroll clients using any other methods.

DIY Monthly Checkup – $125.00 per Month

  • All transactions recorded by client in own accounting software
  • Review of transaction entries (up to 50 per month)
  • Recommendations given of adjusting entries (re-categorization, etc)
  • May be performed monthly or quarterly (Quarterly price = Monthly x 3)
  • Client responsible for any accounting software subscription fees

1099 Preparation

Minimum of $50 (includes up to 5 forms). Each additional form is $10. This includes the cost of e-filing (the only way I will prepare 1099s). Any 1099 information provided after January 25th will incur an additional $100 rush fee.

Client must provide all vendor information:

  • Name/Business name
  • Address
  • Social Security/EIN #
  • Amount paid for services
  • Any taxes withheld

We will also need the legal information for your business (legal business name, business address, and EIN).

*NOTE: It is up to the business owner to understand the requirements of when to issue a 1099. I cannot make that determination for you. I will only file based on the information you provide, and you attest that it is correct to the best of your knowledge.

For more information on who you are required to issue a 1099 to: why-get-a-w9-form-wait-whats-a-w9.html

QuickBooks Setup Package – $250.00-500.00 (One-time Service)

  • Pricing will differ when paired with ongoing monthly bookkeeping services (see pricing options above)
  • Pricing dependent on size of company and amount of historical data to transfer, as well as previous accounting methods used.
  • Set up of QuickBooks file for your company – no ongoing monthly commitment, or may be added to a package above
  • Migration of data from other bookkeeping source
  • Customization of all transaction lists and chart of accounts
  • Connect to your bank accounts (if supported by your bank)
  • Customization of invoices and statements with logo
  • Set up employees
  • Online training resources provided upon request
  • Email support for first 30 days
  • Price for micro/startup businesses only; additional charges for large businesses

QuickBooks Tune-Up Package – $350.00 (One-time or Quarterly/Annually)

Whether you’re handling your own QuickBooks or have an employee who processes entries for you, having a quarterly or semi-annual tune-up can save you time and money at tax time. We will review reports for accuracy, make sure your chart of accounts is still producing useful information for you, and check to see if any transactions need to be reclassified. We will verify all account balances (checking, savings, loans, credit cards), and be sure all fixed asset purchases are properly recorded. We can also set up custom reports for your business at this time.

Additional/Non-Specified Bookkeeping Work or QuickBooks Consulting/Training $75.00 Per Hour

Includes “clean up” work, temporary work, or work above and beyond the normal monthly contracted package. On site consulting is a $100 minimum (includes 1 hour in your office in the Mesa area). Additional hours billed at $75/hour.

Notes:

*Allowed number of bank accounts can include any combination of checking, savings, loans, and credit card accounts.

**Allowed number of transactions includes payments issued, invoices generated, and payments received.