Practical Work Gets Done On Time

620 Allendale Rd., #80283
Valley Forge, PA 19484

888-807-2551

robert@diversifiedtaxacs.com

Floating Item

PRICING for

BookkeepinG and Management Reporting

Check out our latest pricing structure and
contact us for best deals

BASICENHANCEDADVANCED
MONTHLY CHARGEFrom $205/mo.From $305/mo.From $505/mo.
Entity Accounting & Tax Assessment$200$100$0
One Time Setup Cost (Cleanup Cost)$600$400$0
Services
Setup in Chart of Accounts in QuickBooks
Reconciliation of Bank Accounts, Credit Cards, Loans
Entering Transactions and Posting in QB
Monthly Adjustments for Balance Sheet Accounts Annual Adjustments Only
Monthly Adjustments for Profit and Loss Accounts Annual Adjustments Only
Transactions per month<50<100<200
Payroll Preparation and Management Optional $200 / mo.Optional $150 / mo.
Sales Tax Preparation Optional $150 / mo.Optional $120 / mo.
Class Transaction Posting Optional $100 / mo.Optional $50 / mo.
Preparation of Business Tax ReturnAdd'l $500Add'l $400Add'l $0
Monthly QB Online Subscription Paid by User
Accrual Basis Reports
Monthly Zoom Meeting with CPA
Forecasting, Budgeting and Strategic
Delivery
Terms (Payment)Automatic Pay at Beginning Month with Credit Card on FileEnd of month. Optional 2.5% discount if Automatic Pay at Beginning Month with Credit Card on FileEnd of month. Prepaid 12 months 10% discount
Timing 3 Business Day response time on Emails Questions2 Business Day response time on Emails Questions and phone calls24 hour response time
CPA AccessE-mail OnlyUnlimited Email. 2 monthly 1-hour callsUnlimited Email. Weekly 1-hour calls. Monthly - 1 hour Strategic Meeting
Bookkeeper AccessE-mail OnlyUnlimited Email. 1 weekly 1-hour calls/ Monthly 2-hour reviewUnlimited Email. 1 weekly 1-hour calls/ monthly 2-hour review
TrainingNone1 Monthly training - 2 hour 2 Monthly training - 2 hour
Special Engagements $115 per hour$100 per hour$85 per hour
IRS Discrepancies $125 per hour$105 per hour$90 per hour
Document Digitization Fee and Storage7 years storage during Engagement via USB. $125 Disengagement Fee.All documents digitized. Unlimited Cloud Access. 7 years storage during Engagement via USB. $100 Disengagement Fee.All documents digitized. Unlimited Cloud Access. 7 years storage during Engagement via USB. $50 Disengagement Fee
PAY NOWPAY NOWPAY NOW