Want a fixed monthly expense to take care of all your bookkeeping and accounting? Do you also want to add preparation of the federal and state tax returns for your business to your service plan? Please check the our Monthly Service Plans and fees as following:
| Monthly Service Plan | |
|---|---|
| Basic Package | $499/month |
| Standard Package | $750/month |
| Value Package | $1000/month |
| Safe & Sound Package | $1500/month |
Comparison of Service Plans
| Basic Package |
Standard Package |
Value Package |
Safe & Sound Package |
|
|---|---|---|---|---|
| Transactions processed (per month) | 500 | 1000 | 1500 | 2000 |
| Financial Statements (per year) | Unlimited | Unlimited | Unlimited | Unlimited |
| Scan/Fax/Mail Documents | S/F/M | S/F/M | S/F/M | S/F/M |
| Daily Bookkeeping | X | X | X | X |
| Accounts Receivable | X | X | X | X |
| Accounts Payable | X | X | X | X |
| Bank Reconciliations | X | X | X | X |
| Monthly Service Plan | $499/month | $750/month | $1000/month | $1500/month |
| Access to Virtual Platform | $69 per month | |||
| Corporate Tax | $750 | |||
| Individual Tax | $400 | |||
Note: Access to the virtual platform is an additional $69 per month which will be billed separately by our technology partner.
Don’t forget that all you have to do is scan/fax/mail your paper records and Peak Virtual Accounting will act as your Virtual Accountant.
We provide our customers with direct telephone access to our knowledgeable and experienced staff for Q&A (answers your bookkeeping, accounting, and tax questions). You can purchase the Annual Consulting Plan that best suits your needs, either in addition to our other services or on a stand-alone basis if all you need is to talk to a professional. Our Annual Consulting Services Fees are as follows:
| Consulting Services Fees | |
|---|---|
| Ten (10) hours direct Q&A with the professional of your choice | |
| Bookkeeper | $400 |
| Accountant | $600 |
| CPA/Controller | $1,000 |
| CFO | $1,500 |
We provide our customers with great quality work at extremely affordable prices. When you sign up, our team will perform a comprehensive review of your charts of accounts. This includes making any suggestions for changes to improve the quality and reliability of your accounting and financial reports and streamline the tax preparation process. To that end, we also will review and suggest corrections for your year-to-date accounting data. Our Setup Services Fees are as follows:
| Setup Services Fee | |
|---|---|
| Setup Fee Level 1 | $1,199 |
| Setup Fee Level 2 | $2,499 |
| QB Infusionsoft Integration Setup Fee | $1,500 |
*Level 2 is a more comprehensive evaluation and implementation of your chart of accounts
Call Us: 888.776.4649 For Free Consulting