UrCFOisHere

 

A Full Service Financial Management Firm

for your needs- on site or via the web

 

 

 

 

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WHO ARE WE

WHAT ACCOUNTING PROGRAMS CAN WE USE

MONTHLY FEES FOR OUR SERVICES

 

Tax Fraud

MONTHLY FEES FOR FINANCIAL MANAGEMENT

             

 

All fees includes the software, as indicated

All fees include the following:

monthly payroll for up to 5 employees (plus quarterly federal and state filings)

bank reconciliation for one bank and one credit card (up to 50 transactions per month, total)

 

 

Xero

QuickBooks

Online

If you don't track inventory

$ 55

$ 55

If you must track inventory

**

$ 65

More than 5 employees $ 10 per additional $ 10 per additional
More than 1 payroll period per month $ 25 per additional $ 25 per additional
Monthly Financial Reporting $ 25 per month $ 25 per month
More than 50 transactions for bank rec $ 0.10 per transaction $ 0.10 per transaction
Additional bank accounts $ 10 each $ 10 each
Key Performance Indicator (KPI) weekly^ $ 25 per month $ 25 per month
Monthly strategy review (15 minutes)^^ $ 25 per month $ 25 per month
Annual Income Tax filing, property taxes, local license contact us for special rates contact us for special rates

 ** Xero does not handle inventory.  One must choose an add-on product, for which there are many that integrate directly into the software.  Price depends upon choice of additional software.

^ KPI for your firm are custom prepared, based upon your entity and needs.  Depending upon how clear your business plan is, we have developed these for clients who sign for six months or more (cancellation fees apply) for $ 100

^^ Strategy development, like KPI determination, are a function of how clear the firm objectives are, the business objectives, etc.  If you have a clear business plan, we rely upon your strategy.  If not, we need to develop such plans jointly.

 

Sample income tax rates for clients with ONE YEAR contracts (cancellation fees apply) are $ 200 for LLC and S entities and $ 300 for C entities (with annual turnover under $ 250K).  LLC and S tax pricing assume TWO (2) or fewer K-1's.  Additional K-1's (for additional stockholders) add $ 25 each to the cost.

 Schedule C (unincorporated entities) file taxes as part of their personal  taxes, so there are more variables involved in the quotation.  But a Schedule C that you will incorporate into your own tax filing will run $ 50 (for those with ONE YEAR contracts. 

Last Updated:  16 February, 2016