Reliable accounting and back-office support that keeps your financial information organized and up to date.
Monthly bookkeeping.
Reconciliation of one (1) bank account.
Includes one (1) hour per month for a review/discussion meeting.
Monthly bookkeeping.
Reconciliation of one (1) bank account.
Preparation and filing of the monthly Sales and Use Tax Return.
Management of the 10% withholding on professional services, including quarterly and annual filings.
One (1) set of Annual financial statements.
Includes up to two (2) hours per month for review/discussion meetings.
Everything included in the HEAD Basic package.
Payroll processing for up to five (5) employees.
Calculation of wages, deductions, and withholdings.
Preparation of pay stubs.
Preparation and filing of quarterly payroll tax returns.
Preparation of unemployment and disability tax filings.
Preparation of annual payroll forms.
Preparation of W-2s and related forms.
One (1) set of Annual financial statements.
Includes up to two (2) hours per month for review/discussion meetings.
Everything included in the HEAD Intermediate package.
Reconciliation of two (2) bank accounts.
Payroll processing for up to ten (10) employees.
Monthly financial statements and quarterly comparative reports.
One (1) set of Annual financial statements.
Includes up to four (4) hours per month for review/discussion meetings.
Priority support for business accounting-related inquiries.
Tax projection before year-end.
Strategic planning and budget management to support business decision-making.
Everything included in the HEAD Pro package.
Unlimited bank account reconciliations.
Unlimited payroll processing.
Monthly financial statements, budget reviews, and comparative reporting.
Unlimited Annual financial statements.
Coordination with external auditors, including meetings, information requests, and audit support.
Weekly on-site visits.
On-demand meetings, in person or virtual, at the client’s request.
Support with reports and information required for tax return preparation.
Priority support for business accounting-related inquiries.
Quarterly tax projections.
Strategic planning to support business decision-making.
Important: Final pricing may vary based on transaction volume, number of accounts, employees, platforms used, and any outstanding periods. Services or additional work outside the scope of the selected package will be quoted separately.