Business Packages
Choose one of the following small business packages to meet your current and ongoing needs for reliable and predictable accounting and finance activities.
Packages do not include Annual Federal Tax Return Services
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Business Suite $2,800+ / month
This package is perfect for businesses that need a Finance & HR expert on their team. It’s ideal for clients that need to hire a full-time accountant but want to save on the cost of hiring an internal employee.
Fractional CFO Services
Tax Planning Sessions
Bookkeeping & Payroll
Update Online Accounting Software File
Revenue and Expense Entries
Account Receivable and Accounts Payable Reporting
Reconcile 5 (Bank or Credit Card) Accounts a Month (200 transactions or less)
Payroll for up to 25 Employees and/or Contractors
Annual Payroll Documents (W2/W3 and 1099)
Monthly Financial Statements, Custom Reports, and Quarterly Expense Analysis Report
Monthly/Quarterly State Business Tax Filings
Annual Depreciation Update
Monthly Financial & Business Consulting
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Business Pro $1,750 / month
This package has everything you need with essential items for understanding the financial health of your business. This package is ideal for businesses that need bookkeeping support but aren’t ready to hire a full-time employee.
Bookkeeping & Payroll
Update Online Accounting Software File
Revenue and Expense Entries
Account Receivable and Accounts Payable Reporting
Reconcile 5 Accounts a Month (150 transactions or less)
Payroll for up to 8 Employees and/or Contractors
Annual Payroll Documents (W2/W3 and 1099)
Monthly Financial Statements and Custom Reports
Monthly/Quarterly State Business Tax Filings
Annual Depreciation Update
Quarterly Financial & Business Consulting
What People Are Saying
“I have found Stephanie to be extremely knowledgeable, able to communicate clearly and concisely, and goes above and beyond to help with my Quickbooks and accounting questions. If you are looking for someone to support your business, with one question or regularly, I would highly recommend her.”
— Julie Branch, Computer Help Services
“Stephanie always makes me look good.”
— Tantah Wooding, Remote Office Managers United Dental
“Stephanie gives it to me straight. Holds me accountable. Keeps everything in check, we have Zoom meetings & monthly reports. She makes everything in regards to my finances easy. Love her! Check her out if you need your business finances straight!”
— Sasha Nieves, Actively Chic Fitness
“Stephanie Ramirez is a true expert. She brings such a high level of professionalism and expertise to every conversation, and I feel confident that she has my best interest at heart. But what’s more is I can count on her to give me wise and sound advice to help move my business forward in a profitable direction. I know I am in good hands with Stephanie and her team..”
— Danielle Stoltz