Small Business Accounting Services

As a business owner, you have more important tasks to concentrate on than your books. With our Small Business Accounting services, you concentrate on running your business and making money.

We Can Help You With…

Accurate Reports

Automatic bank feeds are great, but they’re not perfect. Duplicated or missing transactions could cause you to pay too much in taxes. We reconcile all your accounts to help ensure your financial information is complete and accurate.


Sending invoices, receiving payments, and following up with customers can take a lot of time each week, but it’s imperative to ensure your business has the cash it needs to stay open. We can help you design and implement a system, including electronic invoicing and payment options that will save you time and get you paid faster.


Keeping track of incoming bills and writing checks can be overwhelming and time-consuming. We can create processes to keep track of all your bills, due dates, and electronically pay all your vendors. No more writing checks! We can automate the accounts payable process allowing you to electronically approve bills before they’re paid, decrease the amount of late fees you’re paying, and schedule electronic payments to put you in charge of your cash flow.


We can create a customized plan for your business that will make your business profitable with your very next deposit. We include ongoing support to continue profit growth, save for taxes, and make sure your most important employee (YOU!) gets paid.

Pricing for the packages below will be based on your specific volume of transactions and complexity of accounting needs.


Recurring Accounting Services

Performance Review – $175/Month


  • QUARTERLY reconciliations of your bank account and credit card (up to three accounts total)
  • Quarterly review of your financial statements
  • One 30 minute phone call per QUARTER to discuss financials

Includes one EMAIL for support per month, responses are within 48 business hours.

This package is for Do It Yourself-ers who want a review of their books for accuracy and potential tax savings.

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Compliance Package – Starts at $450/Month

Compliance-level bookkeeping including

  • MONTHLY reconciliations of your bank account and credit card (up to three accounts total)
  • Quarterly review of your financial statements
  • The recording of your transactions
  • One 30 minute phone call per QUARTER to discuss financials

Includes one EMAIL for support per month, responses are within 48 business hours.

Get Quote

ProActive Package – Starts at $1,050/Month

A revved-up approach to your books, including

  • Monthly reconciliations for *all* of your accounts
  • The recording of your transactions
  • MONTHLY review of your financial statements
  • Monthly review of Accounts Receivable for overdue accounts
  • One hour per month of business consulting
  • Annual budget creation
  • Budget versus actual analysis
  • One 30 minute phone call per MONTH to discuss financials

Includes Unlimited EMAIL for support, responses are within 48 business hours.

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Advisory Package – Starts at $2,250/Month

Perfect for planners and profit-seekers, our Advisory Package includes

  • Everything from the Proactive package PLUS
  • Unlimited business consulting
  • Accounts Receivable processing
  • Accounts Payable processing (bi-monthly)
  • 12 Month Forecasting
  • Key Performance Indicators

Includes Unlimited Phone and Email Support and Unlimited Consulting!

Get Quote

Add On & Standalone Options

Complete Diagnosis

The Complete Diagnosis is an analysis of your existing QuickBooks setup and records. We will provide you with a report of the good, the bad, and the ugly along with our recommendations for moving forward.

During a Diagnosis, our QuickBooks experts conduct an in-depth inspection, covering:

  • Company Setup
  • Bank Reconciliations
  • Chart of Accounts
  • Undeposited funds
  • Billable Time
  • Sales Tax
  • Item List
  • Vendor List
  • Customer List
  • Accounts Payable
  • Payroll
  • Financial Statements
  • And more!!

After our review, we will provide you with a summary report detailing the issues we’ve found and a recommendation on how to improve. You can take the report and run with it, or we can do a QuickBooks Cleanup for an additional fee.

$399, prepaid

Clean Up & Catch Up QBO Service

If you have clean up or catch up work, we apply the entire fee that you paid for the Complete Diagnosis towards your quoted clean up fees. If your Complete Diagnosis comes back with “all systems go”, then it’s time to choose your monthly service package.

Price based on recommendations provided during Complete Diagnosis

Accounts Receivable (AR)/Accounts Payable (AP)

AR – We will help you clean up your past dues, fix processes, and monitor your receivables.

add $150/month

AP – We will pay your bills after you approve.

add $250/month twice a month processing (for up to 60 payments/month), plus $.99 per ACH and $1.99 per check

add $400/month for weekly processing (for up to 100 payments/month), plus $.99 per ACH and $1.99 per check

Business Entity Creation

New Business Formation Package for LLC – $450

  • Name Search included
  • State Filing Fees Included (for Maryland only)
  • Professional Articles of Organization included
  • One year of Resident Agent Service included
  • IRS EIN Application included

LLC Operating Agreement – $100

  • Even if you are a single member LLC, it is best practice to have an Operating Agreement. In case your LLC is sued, having an Operating Agreement shows that your LLC is operating properly and helps maintain your personal liability protection.

S-Corp Election – Form 2553 – $85

  • Save on the self employment tax of 15.3% that partnerships, single member LLCs and sole proprietors have to pay by becoming an S-Corp.

Tax ID Number – EIN Application – $99

  • An application for an EIN, or Taxpayer ID number which is the corporate equivalent of a Social Security Number (SSN) for an individual. It is required to open a business bank account.

Resident Agent Service – $99/year

  • Every business requires a Resident Agent in order to accept legal documents on behalf of the company. In some states, like Maryland, you can be your own Resident Agent if you have a Maryland address, but then your name and address are public record. Our service puts our business name and address online to help protect your personal information.

Quickbooks Online Setup

Our QuickBooks Setup services are designed to save you time while getting your books set up in an easy-to-maintain manner, including training you or your staff on day-to-day QuickBooks operations.

New Business QBO Setup –

  • We set up your Chart of Accounts
  • Show you how to link your bank and credit card accounts
  • Provide you with printed materials with step by step instructions for the basics of what you’ll need to get started and navigate the software

One time fee of $200

Existing Business QBO Setup –

Our QuickBooks Setup is comprehensive. Here’s what we’ll do:

  • Study and evaluate your software and accounting needs
  • Design and set up a chart of accounts and the entire accounting package including payroll, accounts receivable, inventory, accounts payable, etc.
  • Determine your QuickBooks starting date
  • Load your chart of account and balances as of that starting date
  • Prepare a list of the items that you sell to your customers. This list includes services, inventory parts, non-inventory parts, other charges and sales taxes
  • Enter your outstanding accounts receivable and accounts payable details as of your starting date
  • Enter your ending statement bank balances and outstanding checks & deposits in transit as of your starting date
  • Enter your transactions since your starting dates into QuickBooks
  • Train client or client staff in use of software to meet their accounting, management and tax needs

One time fee – Starts at $475, price is based upon amount of past transactions being entered.

Unlimited Support

This is for you DIY-ers! Have a question? Ask away! This package buys you our experience and knowledge. The package comes with a customized form to submit all questions and a guaranteed 24 business hour response time.

$175 – Price is monthly, one-year subscription required.