Service Packages

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Start-Up

This package is for the start-up with no employees or significant balance sheet items (such as major fixed assets or loans) that require regular review or reconciliation.  The focus is on tax preparation and compliance.

  • Individual Tax Return Preparation

  • Schedule C/Business Tax Return Preparation

  • Protective tax estimates based on prior year's return

  • Tax deadline reminders

  • Dedicated secure portal

  • Monthly newsletter

For newly formed businesses
Gross Revenues < $75,000

Starting at $600/year

Entrepreneur

This package is geared toward more established businesses, or those with employees, fixed assets, loans and other balance sheet items that need to be reviewed and reconciled more regularly.  We prepare financials twice a year and schedule one-on-one meetings to discuss business growth and tax planning opportunities.

This package requires that you have a formal accounting system in place (such as QuickBooks or Sage Accounting).  If you do not have an accounting system already, we are happy to assist you in implementing one that fits your needs and budget via a separate engagement.

  • Individual Tax Return Preparation

  • Schedule C/Business Tax Return Preparation

  • Semi-Annual reconciliation of accounting records and preparation of management use financial statements

  • Protective tax estimates based on prior year's return (updated as needed at semi-annual review meetings)

  • Mid-year meeting to review financial statements

  • Tax planning meeting prior to year-end

  • Tax deadline reminders

  • Dedicated secure portal

  • Monthly newsletter

  • Preparation of required 1099s at year-end

For businesses in growth mode
Gross Revenues < $150,000/year

Starting at $1,350/year
Business Meeting at a Cafe
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Enterprise

This package is tailored to assist larger, established organizations.  We do a thorough reconciliation of your books and records and provide quarterly or monthly financial statements.  We also set up quarterly meetings to have an in-depth conversation about your business and to answer any questions you may have about changing tax laws or ways to increase the bottom line.  Businesses in this category are generally set up as partnerships or S-Corporations.  As such, this package includes the preparation of the business return but partner and shareholder individual income tax returns are prepared and billed separately.

This package requires that you have a formal accounting system in place (such as QuickBooks or Sage Accounting).  If you do not have an accounting system already, we are happy to assist you in implementing one that fits your needs and budget.

  • Business Tax Return Preparation

  • Monthly or quarterly reconciliation of accounting records and preparation of management use financial statements

  • Estimated tax vouchers prepared quarterly, based on current year's income and tax projections

  • Quarterly meetings to review financial statements

  • Tax planning meeting prior to year-end

  • E-mail and phone support

  • Tax deadline reminders

  • Dedicated secure portal

  • Monthly newsletter

  • Preparation of required 1099s at year-end

For Established Businesses
Gross Receipts >$150,000

Starting at $3,500/year

Coaching & Training

QuickBooks Training:  We will work with your staff to provide one-on-one training to work within you QuickBooks Desktop or Online file.

This training requires a properly set-up QuickBooks file.  If you need assistance with creating or cleaning up your QuickBooks file, we are happy to assist via a separate engagement.

  • One full day of one-on-one QuickBooks training
    (7 hours)

  • Up to 2 hours of follow-up questions via telephone and/or remote access 

QuickBooks Training Session $725

Small Business Coaching:  In addition to regular discussions regarding tax planning and financial statements, many small business owners find themselves looking for guidance in managing their organization in order to become more successful entrepreneurs.  As a Certified Financial Coach, Terri has the tools and background to provide the guidance you need to move your business to the next level.

Financial coaching packages include a minimum of 3 months of coaching (6 sessions) and will focus on your professional goals.  Each session is tailored to assist you in getting closer to your stated goals by providing you with tasks to complete before the next session.

Participants must be committed to completing the sessions and tasks.  Success does not happen overnight, but these tools can assist you in focusing your time and resources.

  • 3 month of coaching sessions (6 in-person sessions)

  • Tools and resources to be completed between sessions

  • E-mail and telephone communication between sessions

3 Months of Individualized Coaching:  $600
3 Months of Follow-Up Coaching:  $425
Conversation between Colleagues
Female Business Owners

Additional Services

  • Small business start-up assistance

  • QuickBooks set-up

  • Quarterly payroll return preparation

  • S-Corporation election

  • Tax notice resolution (for current clients only)

  • Nonprofit set-up and annual filings

  • Individual income tax preparation
    (Starting at $250)

  • Partnership tax preparation
    (Starting at $750)

  • S-Corp tax preparation
    (Starting at $750)

Prices dependent on
individual services needed