CMDCPA

Accounting services

Basic

$ 125 /Month
  • Quarterly Review
  • QuickBooks Self-Employed (included)
  • $300 off your personal tax return
  • Estimated Tax Payment Analysis
  • Email support for questions as needed
  • Onetime $300 setup / training fee
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Bronze

$ 600 /Month
  • Monthly Accounting
  • QBO Essentials (included)
  • Bank Account Reconciliations (1)
  • Credit Card Reconciliations (1)
  • Estimated Tax Payment Analysis
  • Email support for questions as needed
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Silver

$ 1,500 /Month
  • Bronze +
  • Access to AI Reporting
  • QBO Implementation - free
  • Bank & Credit Card Reconciliations - up to (6)
  • Monthly Analysis of Financials by a CPA
  • Monthly Call to discuss Books
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Gold

$ 2,500 /Month
  • Silver +
  • QBO Plus - (included)
  • Annual 1099 Processing (50) Included
  • Business Tax Return (1065, 1120S, 1120)
  • Budget Setup + Monthly Analysis
  • Monthly/Quarterly Sales/Use Tax (1 State)
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Platinum

$ 5,000 /Month
  • Gold +
  • Payroll Administration
  • ax Planning - up to 10 hours / yr
  • Expense Reporting - setup & approvals
  • A/P processing - up to 25 invoice / month
  • A/R processing - up to 25 invoices / month
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Diamond

$ 7,500
00
/Month
  • Platinum +
  • Cash Flow Forecasting
  • QBO Advanced (included)
  • Tax Planning - up to 25 hours / yr
  • A/P and/or A/R up to 200 invoices / month
  • Bi-Weekly or as needed Meetings / Calls
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Let us help you!

All four solutions are integrated online allowing you to save time and avoid errors of duplicate data entry.  One of the many benefits of hiring CMD is that you will be eligible for highly discounted rates when we sign you up for these services.

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