Compliance Package

Service Description

Monthly bookkeeping (up to 2 accounts) Additional accounts: $125/month each Bank & credit card reconciliation Monthly Profit & Loss + Balance Sheet reports Bi-weekly payroll processing for up to 5 employees Annual business + personal tax preparation (1 entity, 1 owner) Quarterly compliance check 1099 Contractor Management (tracking, year-end filing) Secure financial document storage 1 quarterly check-in call (60 min) ⚠️ Inventory-Based Businesses: Flat $350/month add-on applies for retail, e-commerce, or wholesale due to inventory tracking, COGS reporting, and margin analysis.