starting at
$999/month
Monthly Bookkeeping
up to 100 Transactions
Monthly “Certified Close”
Business Tax Return Preparation
(1120, 1120S, 1065)
Individual Tax Preparation for 1 ‘owner’
(additional Individual tax preparation can be added)
Quarterly accounting meeting
Year-End Tax Strategy
Strategy & Planning Meeting
MOST POPULAR
starting at
$1,699/month
Monthly Bookkeeping
up to 200 Transactions
Monthly “Certified Close”
Business Tax Return Preparation
(1120, 1120S, 1065)
Individual Tax Preparation for 1 ‘owner’
(additional Individual tax preparation can be added)
Monthly accounting meeting
Mid Year & Year-End Tax Strategy
Planning Meeting (including tax projection)
Financial Dashboard with up to 3 KPIs
starting at
$2,299/month
Monthly Bookkeeping
250+ Transactions
Monthly “Certified Close”
Budgeting & Forecasting
Business Tax Return Preparation
(1120, 1120S, 1065)
Individual Tax Preparation for 1 ‘owner’
(additional Individual tax preparation can be added)
Monthly accounting meeting
Mid Year, Q3, Year-End Tax Strategy
Strategy & Planning Meeting
Financial Dashboard with up to 7KPIs
starting at
$999/month
Monthly Bookkeeping
up to 100 Transactions
Monthly “Certified Close”
Business Tax Return Preparation
(1120, 1120S, 1065)
Individual Tax Preparation for 1 ‘owner’
(additional Individual tax preparation can be added)
Quarterly accounting meeting
Year-End Tax Strategy
Strategy & Planning Meeting
MOST POPULAR
starting at
$1,699/month
Monthly Bookkeeping
up to 200 Transactions
Monthly “Certified Close”
Business Tax Return Preparation
(1120, 1120S, 1065)
Individual Tax Preparation for 1 ‘owner’
(additional Individual tax preparation can be added)
Monthly accounting meeting
Mid Year & Year-End Tax Strategy
Planning Meeting (including tax projection)
Financial Dashboard with up to 3 KPIs
starting at
$2,299/month
Monthly Bookkeeping
250+ Transactions
Monthly “Certified Close”
Budgeting & Forecasting
Business Tax Return Preparation
(1120, 1120S, 1065)
Individual Tax Preparation for 1 ‘owner’
(additional Individual tax preparation can be added)
Monthly accounting meeting
Mid Year, Q3, Year-End Tax Strategy
Strategy & Planning Meeting
Financial Dashboard with up to 7KPIs
| Books & Tax | Data, Design, Deliver | Financial Governance | |
|---|---|---|---|
| Monthly Bookkeeping | 100 Transactions | 200 Transactions | 250+ Transactions |
| Monthly "Certified Close" | Cash (Accrual of revenue only) Custom designed chart of accounts & mapping for maximum readability | Cash or Accrual Basis (Tax, OCBOA, FRF for SMEs) Custom designed chart of accounts & mapping for maximum readability Payable support through Bill.com Payroll and Inventory Accounting & Accruals debt | Cash or Accrual Accounting (any framework including US GAAP) Full Balance Sheet & Accrual control Custom designed chart of accounts & mapping for maximum readability Accounts Receivable & Accounts Payable support through Bill.com |
| Budgeting and Forecasting | Not Included | Not Included | Profit and Loss Annual Forecasting |
| Business Tax Return Preparation | 1120, 1120S, 1065 | 1120, 1120S, 1065 | 1120, 1120S, 1065 |
| Individual Tax Preparation | 1 owner/shareholder/partner (additional Individual tax preparation can be added) | 1 owner/shareholder/partner (additional Individual tax preparation can be added) | 1 owner/shareholder/partner (additional Individual tax preparation can be added) |
| Accounting Meeting | Quarterly (1 hour) Review quarterly books, answers questions, and help interpret financial data with a Senior accountant | Monthly (1 hour) Review quarterly books, answers questions, and help interpret financial data with a Senior accountant | Monthly (1.5 hours) Review quarterly books, answer questions and help interpret financial data with a Senior accountant Budget versus actual CFO insight and advisory from one of our CFO-CPAs |
| Tax Strategy & Planning Meeting | Year-End (2 hours) | Mid Year & Year-End (3 hours) Provide a projection of year-end taxes in Q4 to help plan for tax reduction and to stay well ahead of tax obligations. | Mid Year, Q3, & Year-End (5 hours) Provide a projection of year-end taxes in Q4 to help plan for tax reduction and to stay well ahead of tax obligations. |
| Financial Dashboard | Not Included | 3 KPIs | 5 KPIs |
Unlike basic bookkeeping services, we perform monthly balance sheet adjustments under the supervision of a Certified Public Accountant. Appropriate monthly close of the balance sheet ensures that your books are telling an accurate story of your business and removes any bad or inaccurate data that could be distorting your finances.
We will check in on taxes and discuss key events, transactions, and changes in your business. During this meeting we will set a tax strategy during the year to avoid tax-time surprises, plan to capture year end opportunities, and stay up to date on developments brought to you by our tax experts in a format customized for your business.
starting at $999/month
Monthly Bookkeeping
up to 100 Transactions
Monthly “Certified Close”
Business Tax Return Preparation
(1120, 1120S, 1065)
Individual Tax Preparation for 1 ‘owner’
(additional Individual tax preparation can be added)
Quarterly accounting meeting
Year-End Tax Strategy
Strategy & Planning Meeting
MOST POPULAR
starting at $1,699/month
Monthly Bookkeeping
up to 200 Transactions
Monthly “Certified Close”
Business Tax Return Preparation
(1120, 1120S, 1065)
Individual Tax Preparation for 1 ‘owner’
(additional Individual tax preparation can be added)
Monthly accounting meeting
Mid Year & Year-End Tax Strategy
Planning Meeting (including tax projection)
Financial Dashboard with up to 3 KPIs
starting at $2,299/month
Monthly Bookkeeping
250+ Transactions
Monthly “Certified Close”
Budgeting & Forecasting
Business Tax Return Preparation
(1120, 1120S, 1065)
Individual Tax Preparation for 1 ‘owner’
(additional Individual tax preparation can be added)
Monthly accounting meeting
Mid Year, Q3, Year-End Tax Strategy
Strategy & Planning Meeting
Financial Dashboard with up to 7KPIs
Unlike basic bookkeeping services, we perform monthly balance sheet adjustments under the supervision of a Certified Public Accountant. Appropriate monthly close of the balance sheet ensures that your books are telling an accurate story of your business and removes any bad or inaccurate data that could be distorting your finances.
We will check in on taxes and discuss key events, transactions, and changes in your business. During this meeting we will set a tax strategy during the year to avoid tax-time surprises, plan to capture year end opportunities, and stay up to date on developments brought to you by our tax experts in a format customized for your business.
| Monthly Bookkeeping | 100 Transactions |
|---|---|
| Monthly "Certified Close" | Cash (Accrual of revenue only) Custom designed chart of accounts & mapping for maximum readability |
| Budgeting and Forecasting | Not Included |
| Business Tax Return Preparation | 1120, 1120S, 1065 |
| Individual Tax Preparation | 1 owner/shareholder/partner (additional Individual tax preparation can be added) |
| Accounting Meeting | Quarterly (1 hour) Review quarterly books, answers questions, and help interpret financial data with a Senior accountant |
| Tax Strategy & Planning Meeting | Year-End (2 hours) |
| Financial Dashboard | Not Included |
| Monthly Bookkeeping | 200 Transactions |
|---|---|
| Monthly "Certified Close" | Cash or Accrual Basis (Tax, OCBOA, FRF for SMEs) Custom designed chart of accounts & mapping for maximum readability Payable support through Bill.com Payroll and Inventory Accounting & Accruals debt |
| Budgeting and Forecasting | Not Included |
| Business Tax Return Preparation | 1120, 1120S, 1065 |
| Individual Tax Preparation | 1 owner/shareholder/partner (additional Individual tax preparation can be added) |
| Accounting Meeting | Monthly (1 hour) Review quarterly books, answers questions, and help interpret financial data with a Senior accountant |
| Tax Strategy & Planning Meeting | Mid Year & Year-End (3 hours) Provide a projection of year-end taxes in Q4 to help plan for tax reduction and to stay well ahead of tax obligations. |
| Financial Dashboard | 3 KPIs |
| Monthly Bookkeeping | 250+ Transactions |
|---|---|
| Monthly "Certified Close" | Cash or Accrual Accounting (any framework including US GAAP) Full Balance Sheet & Accrual control Custom designed chart of accounts & mapping for maximum readability Accounts Receivable & Accounts Payable support through Bill.com |
| Budgeting and Forecasting | Profit and Loss Annual Forecasting |
| Business Tax Return Preparation | 1120, 1120S, 1065 |
| Individual Tax Preparation | 1 owner/shareholder/partner (additional Individual tax preparation can be added) |
| Accounting Meeting | Monthly (1.5 hours) Review quarterly books, answer questions and help interpret financial data with a Senior accountant Budget versus actual CFO insight and advisory from one of our CFO-CPAs |
| Tax Strategy & Planning Meeting | Mid Year, Q3, & Year-End (5 hours) Provide a projection of year-end taxes in Q4 to help plan for tax reduction and to stay well ahead of tax obligations. |
| Financial Dashboard | 5 KPIs |
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Proudly serving Brighton, Allston, Boston, Massachusetts & International tax clients around the world
