Quickbooks ProAdvisor Services
Initial Setup Fees
Simple Start
$500
- Setting up Company Profile
- Setting up Bank Feed
- Creating Banking Rules
- Reconciling Bank Transactions
- Setting Up Chart of Accounts
- Training on managing transactions through the Bank Feed
Essentials
$800
- Includes everything in Simple Start.
- Setting up Customers and Vendors.
- Fixed Assets and Long Term Liabilities.
- Creating Recurring Depreciation Journals.
- Creating Long Term liability amortization schedules.
- Training on invoicing Customers and inputting Vendor Bills
Plus
$1200
- Includes everything in Essentials
- Setting up location and class tracking
- Setting up Projects
- Training on how to manage Location and Class Tracking
- Training on managing Projects
Advanced
$1700
- Includes everything in Plus
- Inventory Setup
- Workflow Creation
- QB Advance Training
Monthly Bookkeeping
Hourly and Flat Rates
- Call for Quote
- Bank Feed Management
- AP/AP Management
- Reconciliations
- Monthly Reports
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Tax Preparation and E-Filing Services
Individual Taxes
$175
- Form 1040 and accommodating schedules and forms (does not include Schedule C)
- Includes 1 State Return
Individual w/Schedule C
$250
- Form 1040 with accommodating schedules and forms
- Profit/Loss from Business (Schedule C)
- Includes 1 State Return
S-Corporation and Partnership
$350
- Form 1065 or 1120S and accommodating schedules and forms
- K-1 schedules for each owner/partner
- Includes 1 State return
Corporation
$550
- Form 1120 and accommodation schedules and forms
- Includes 1 State return
Not-for-Profit
$350-$550
- Form 990 or 990EZ
Additional Tax Services
- State/Local Returns (per State/Local) – $20
- Sales and Use Tax – $75/month or $225/quarter
- Fuel Tax Filing – $225/quarter
- 1099/1098 Filing (10 forms) – $25
- Annual Report Filing – $125/year
- Offer-in-Compromise – $1600
Other Services
Business Start Up
Starting at $750
- Federal and State Identification applicaton
- Payroll withholding and unemployment insurance application
- Assistance with applying for business licenses
- Creation of Company By-Laws and Articles of Incorporation
501(c)(3) Filing
- Preparation and Filing of form 1023EZ (short form) – $875 includes all fees
- Preparation and Filing of form 1023 (long form) – $1800 includes all fees
Advisory Services
$300 Retainer (Annual Fee)
*This will be billed to clients who have not subscribed to Monthly Bookkeeping
Retainers will be utilized in 30min increments at the hourly rate of $60/hr.
Any remaining Retainer on account can be utilized toward the upcoming tax season or carried over into the following year!!!
Retainers are non-refundable.*
- Quickbooks Training Material
- Coaching/Email Support
- Phone/Zoom Discussions
Additional Services
- KPI’s Tailored to your business
- Notary Services – $10/signature
- Financial Statement Reviews – $75
- Historical Cleanup – $60/hr