The Recordkeeper

-(recording translations only)
-Bills and deposits recorded
-2 bank accounts reconciled
-Cash monitoring and budgeting
-Investment monitoring
-2 credit cards included

Quote: $725/mo

The Premier Bookkeeper

-Use of eobm billing address
-Full-time client representative
-Bill payment and deposits made
-One personal set of books
-Investment reporting
-Access to CPA's and 'Efficiency Strategists' for adtl hrly fees

Quote: $1095/mo

The Executive or Retired

-One personal set of books
-Bill payment and cash rcpts
-Investment reporting
-Personal tax return included
-Access to CPA's and 'Efficiency Strategists' for adtl hrly fees

Quote: $1175/mo

The Self-Employed

-One personal set of books
-Schedule C business entity
-Personal tax return included
-Investment reporting
-Access to CPA's and 'Efficiency Strategists' for adtl hrly fees

Quote: $1195/mo

The Athlete/Entertainer

-One personal set of books
-One small loan-out entity
-Personal and business tax returns
-Investment reporting
-Access to CPA's and 'Efficiency Strategists' for adtl hrly fees

Quote: $1275/mo

The Entrepreneur

-One personal set of books
-Two small minimal activity entities
-Personal and business tax returns
-Investment reporting
-Access to CPA's and 'Efficiency Strategists' for adtl hrly fees

Quote: $1475/mo

The Small Business Bookkeeper

-One active business entity
-One personal set of books incl
-Record payroll only
-Record invoices only
-Tax returns extra
-Access to CPA's and 'Efficiency Strategists' for adtl hrly fees

Quote: $1295/mo

The Small Business Owner

-One active business entity
-One personal set of books incl
-Payroll management service
-Invoicing customers
-Business and personal tax returns
-Sales and property tax returns
-Access to CPA's and 'Efficiency Strategists' for adtl hrly fees

Quote: $1575/mo

Personal CFO Package

-Full-time 'Efficiency Strategist'
-One personal set of books
-One primary business activity
-Two adtl minimal activity entities
-Personal and corporate tax returns
-Proactive tax planning
-Investment management and analysis

Quote: $5000+/mo