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Quickbooks ProAdvisor Services
Initial Setup Fees

Simple Start


  • 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



  • 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



  • 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



  • 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


  • Form 1040 and accommodating schedules and forms (does not include Schedule C)
  • Includes 1 State Return

Individual w/Schedule C


  • Form 1040 with accommodating schedules and forms
  • Profit/Loss from Business (Schedule C)
  • Includes 1 State Return

S-Corporation and Partnership


  • Form 1065 or 1120S and accommodating schedules and forms
  • K-1 schedules for each owner/partner
  • Includes 1 State return



  • Form 1120 and accommodation schedules and forms
  • Includes 1 State return



  • 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