Taxes, Accounting and Bookkeeping Services for Businesses
As a business owner, keeping track of your financial statements can take up a lot of valuable time. Outsource your tax preparation, accounting, and bookkeeping to the experts so you can focus on growing your business.
Accounting
| Growth Select Growth | Core Select Core | Start-up Select Start-up |
|
|---|---|---|---|
Services | starts at $4,500/month | starts at $1,250/month | starts at $449/month |
| Bookkeeping | Monthly | Monthly | Quarterly |
| Financial statements (balance sheet, income statement, and cash flow statement) | Monthly | Monthly | Quarterly |
| App training and set-up | Yes | Yes | Yes |
| Accrual accounting | Yes | Yes | |
| Prepare and file annual 1099s | Yes | Yes | |
| Pay vendor bills | Yes | Yes | |
| Budget set-up and review | Monthly | Quarterly | |
| Payroll management | Yes | Yes | |
| Financial and business coaching sessions | Monthly | Semi-annual | |
| Zoom financial check-in meetings | Monthly | Monthly | |
| Cash flow forecasting and analysis | Monthly | ||
Apps | |||
| Quickbooks Online or XERO | Yes | Yes | Yes |
| HubDoc | Yes | Yes | |
| Melio/Bill.com | Yes | Yes | |
| Fathom | Yes | Yes | |
| Gusto / ADP | Yes | Yes | |
| Cashflow Frog | Yes | ||
Support | |||
| Priority CPA support | Unlimited | Yes | |
| Response time for questions | Same Day | 1 Business Days | 2 Business Days |
| Select Growth | Select Core | Select Start-up |
Growth
(starting at $4,500 / Month)
SERVICES
- Monthly Bookkeeping
- Accrual Accounting
- Monthly Financial statements (balance sheet, income statement, and cash flow statement)
- App training and set-up
- Prepare and file annual 1099s
- Pay vendor bills
- Monthly budget set-up and review
- Payroll management
- Monthly financial and business coaching sessions
- Monthly Zoom check-in meetings
- Monthly Cash Flow Forecasting and Analysis
APPS
- Quickbooks Online or XERO
- Melio/Bill.com
- HubDoc
- Fathom
- Gusto / ADP
- Cashflow Frog
SUPPORT
- Unlimited CPA support
- Same business day response time for questions
Core
(starting at $1,250 / Month)
SERVICES
- Monthly Bookkeeping
- Accrual Accounting
- Monthly Financial statements (balance sheet, income statement, and cash flow statement)
- App training and set-up
- Prepare and file annual 1099s
- Pay vendor bills
- Quarterly budget set-up and review
- Payroll management
- Semi-annual financial and business coaching sessions
- Monthly Zoom check-in meetings
APPS
- Quickbooks Online or XERO
- Melio/Bill.com
- HubDoc
- Fathom
- Gusto / ADP
SUPPORT
- Priority CPA Support
- 1 Business Day
Startup
(starting at $449 / Month)
SERVICES
- Quarterly Bookkeeping
- Quarterly Financial statements (balance sheet, income statement, and cash flow statement)
- App training and set-up
APPS
- Quickbooks Online or XERO
SUPPORT
- Not included
Individual Taxes
| Premium Schedule a Call | Essential Schedule a Call | Compliance Schedule a Call |
|
|---|---|---|---|
Services | Starting at $6,000/year | Starting at $3,500/year | Starting at $1,500/year |
| Preparation and filing of US and State tax returns | Yes | Yes | Yes |
| Access to quarterly tax saving newsletter and videos | Yes | Yes | Yes |
| Tax return review | Virtual Meeting via Zoom | Loom Video Review | Loom Video Review |
| Custom quarterly tax estimates | Actual income | Safe Harbor | Safe Harbor |
| Filing Extensions | Client's discretion | Client's discretion | Firm's discretion |
| Personalized tax plan | Three (3) Tax Scenarios | One (1) Tax Scenario | |
| Tax strategy calls | Quarterly | 2X per year | |
| Quarterly tax estimate email reminders | Yes | Yes | |
| Review all IRS/State letters received | Yes | Yes | |
Timeline & Add-ons | |||
| Turn-around time | 2 weeks | 4 weeks | 6 weeks |
| Addressing lRS and State Letters *(additional fee applies) | Yes* | Yes* | Yes* |
| Schedule a Call | Schedule a Call | Schedule a Call |
Personal Premium
(starting at $6,000)
- Preparation and filing of US and State tax returns
- Virtual tax return review via Zoom meeting
- Custom quarterly tax estimates based on actual income
- Quarterly Tax Strategy Calls
- Personalized tax plan with three (3) tax scenarios
- Review of all IRS/State letters received
- Quarterly tax estimate email reminders
- 2-week turn-around time
- Extension filing available at client’s discretion
- Access to quarterly tax saving newsletter and videos
- * IRS and State letters can be addressed for an additional fee
Personal Essential
(starting at $3,500)
- Preparation and filing of US and State tax returns
- Tax return review via Loom recording
- Custom quarterly tax estimates based on Safe Harbor
- Tax Strategy Calls 2X per year
- Personalized tax plan with one (1) tax scenario
- Review of all IRS/State letters received
- Quarterly tax estimate email reminders
- 4-week turn-around time
- Extension filing available at client’s discretion
- Access to quarterly tax saving newsletter and videos
- * IRS and State letters can be addressed for an additional fee
Personal Compliance
(starting at $1,500)
- Preparation and filing of US and State tax returns
- Tax return review via Loom recording
- Custom quarterly tax estimates based on Safe Harbor
- Quarterly tax estimate email reminders
- 6-week turn-around time
- Extension filing available at firm’s discretion
- Access to quarterly tax saving newsletter and videos
- * IRS and State letters can be addressed for an additional fee
Business Taxes
Business* Tax Preparation
(starting at $3,500)
* Pasquesi Partners must manage your monthly accounting
to be eligible for business tax preparation services.
- Preparation and filing of US and State tax returns for LLC/Partnership, S-Corp and C-Corp
- Email support throughout the year
- Zoom meetings
- Recorded Loom sessions to review details