Explore Our Monthly Accounting Plans
Every ecommerce business is different. The variations include sales volume, order volume, number of sales channels, payment gateways, number of bank accounts and credit cards, number of transactions, financing used, partners or shareholders involved, U.S. residency status and everything in between. It would be an insult to the unique circumstance of each client to think that we could box you into a single price without knowing your unique situation.
What you should know is these monthly plans are for ecommerce founders looking to completely outsource their monthly accounting and annual income tax returns. You’ll need to have minimum annual revenue of $1 million or be on pace to hit that number based on your current monthly revenue to qualify for our plans.
The plans below are meant to give you an idea of the services we provide. They are divided into three unique packages. Book a new client intro call for monthly accounting today and get an exact quote.
Interested in income-tax only? We can help with that too. Just book a new client intro call for income-tax only.
Basic Compliance Plan
Simple, tax-ready financials and compliance support for straightforward operations.Schedule a new client intro call for an exact service quote.
Services
- Monthly bookkeeping
- Accrual basis revenue recognition and COGS
- 20th business day close
- Standard P&L
- Annual Income Tax Meeting
- Weekly Response Time
- Team-Based Compliance Support
- Federal + 1 State Income Tax Return
- Basic Audit Protection
- Monthly financial analysis video
- Entity level tax planning
- Custom reporting
Technology
- QuickBooks Online
- A2X accounting integration
- ClientHub portal with mobile app for streamlined communication and secure file sharing
- Payroll system support for QBO integration
Support
- Once weekly support for income tax and accounting questions through ClientHub
Guided Growth Plan
Stronger financial reporting for growing brands with regular advisory meetings.Schedule a new client intro call for an exact service quote.
Services
- Bi-Weekly bookkeeping
- Full accrual basis accounting
- 15th business day close
- P&L by channel
- Quarterly advisory meeting
- 48 hour response time
- Quarterly CPA guidance & team support
- Federal + 2 state income tax returns
- Premium audit protection
- Monthly financial analysis video
- Entity level tax planning
- Custom reporting
Technology
- QuickBooks Online
- A2X accounting integration
- ClientHub portal with mobile app for streamlined communication and secure file sharing
- Payroll system support for QBO integration
Support
- 48 hour support for income tax and bookkeeping questions through ClientHub
- Loom video walkthrough of your monthly financial reports with insights and comparative analysis
- 60 minute quarterly advisory call with a CPA
Priority Advisory Plan
Premium, investor-ready financials for scaling operations. Highest level of service and support.Schedule a new client intro call for an exact service quote.
Services
- Weekly bookkeeping
- Full accrual basis accounting & deferred revenue
- 10th business day close
- P&L by channel
- Monthly advisory meeting
- 24 hour response time
- CPA-led advisory relationship
- Federal + multi-state income tax returns
- Premium audit protection
- Monthly financial analysis video
- Entity level tax planning
- Custom reporting
Technology
- QuickBooks Online
- A2X accounting integration
- ClientHub portal with mobile app for streamlined communication and secure file sharing
- Payroll system support for QBO integration
Support
- 24 hour response through your preferred communication channel
- Loom video walkthrough of your monthly financial reports with insights and commentary
- 1 hour monthly advisory call with a CPA
Book a Call Today
If you are interested in becoming a new client, the best way to get in touch with us is to book an appointment for a new client intro call. Many sellers have questions about sales tax, which we do not handle as a stand-alone service.
If you are looking for a new CPA firm and just have general questions about the services we offer and pricing, please click on the links below to read.
Services we offer:
The best way to get started is to make an appointment. If there are none available, please send us a message here or call and we’ll get something set up for you.
For all other inquires, please fill out the contact form and we’ll get back to you.
Phone: +1 703-457-1706 Fax: 703-829-1203
46191 Westlake Dr, Suite 207,
Sterling, VA 20165
