Best for: simple operations and lower transaction volume.
· Monthly reconciled books (bank/credit card).
· Monthly P&L and Balance Sheet (monthly + YTD).
· Monthly “Open Items” list (questions we need answered to finalize).
· Quarterly check-in (30 minutes).
· Annual tax filing (business + one owner return for standard situations).
Typical range: $450–$750 per month (final quote after intake).
Best for: simple operations and lower transaction volume.
· Monthly reconciled books (bank/credit card).
· Monthly P&L and Balance Sheet (monthly + YTD).
· Monthly “Open Items” list (questions we need answered to finalize).
· Quarterly check-in (30 minutes).
· Annual tax filing (business + one owner return for standard situations).
Typical range: $450–$750 per month (final quote after intake).
