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Accounting and
Financial Plans

A complete accounting service for your company.

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Cell Phone with mobile apps to measure cooperative finances

Accounting Software

Get an online accounting software that manages your finances, with unlimited billing, a dynamic portal of clients, automated recurring invoices, an inventory module and much more.

Accounting advisory

You will receive personalized advice every month by experts who will provide you with professional service and assertive accounting and tax advice.

Sales Tax Services

You will count with a team of experts to: Register your business for Sales Tax, file the tax return and request the reseller certificate if your company requires it.

Income Tax Services

We will file the  income tax return for LLCs, C-Corps and S-Corps, besides enrolling your  company with the IRS electronic payment system (EFTPS).

Annual Report

Our team of experts will carry out the Annual Report of your company. This report is a state obligation regardless of the type of company.

Tax Identification documents

We will request your Individual Taxpayer Identification number (ITIN), which is necessary for filing tax returns in the United States. Additionally we will carry out the FORM W9 and the FORMS W8.

Payroll

Our team of professionals can carry out the payroll management of up to 5 employees in the United States, additionally the quarterly and Annual Declaration of labor withholdings.

Plans

We have designed the following accounting plans for you, so the financial, accounting and tax management can be carried out by experts:

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Essential

The basic benefits to start your business.

Per Month
  • Accounting software
  • Accounting Service
  • Financial statements
  • Accounting advisory
  • No permanence clause

Growth

Make the most out of your company's sales.

Per Month
  • Accounting software
  • Accounting Service
  • Financial statements
  • Accounting advisory
  • 2 Beta services
  • No permanence clause

Pro

Complete accounting service for your company.

Per Month
  • Accounting software
  • Accounting Service
  • Financial statements
  • Accounting advisory
  • Federal and state income tax return (corporative)
  • Federal and state income tax return (individual)
  • Annual Report/Franchise Tax
  • 2 Beta services
  • 2 Alpha services
  • 12-month permanence clause

Beta services

  • Form W8 BEN preparation
  • Form W8 BEN-E preparation
  • Form W9 preparation
  • Operating Agreement/Bylaw preparation
  • Sales Tax return
  • Extention request for income tax
  • EFPTS registration
  • Sales tax registration

Alpha services

  • Appplication and activation ITIN 
  • Three form 1099 summary 1096
  • Comfort letter CPA
  • Preparation and presentation Payroll (5 enmployees)
  • Stripe account activation
  • Individual income tax return
  • Payroll registration

Learn more about our solutions

Detailed information about our plans

Detailed information about our plans

Essential

A plan to start your business with the right foot:

Growth

A plan that will help you mantain your business:

Pro

All the features that any company needs to grow:

Accounting software

Unlimited billing

Essential
Growth
Pro

Unlimited quotes

Essential
Growth
Pro

Users

Startup

1

Growth

2

Pro

4

Custom roles

Essential
Growth
Pro

Price list

Essential
Growth
Pro

Clients dynamic portal

Essential
Growth
Pro

Unlimited recurring invoices and expenses  

Essential
Growth
Pro

Financial and management report

Essential
Growth
Pro

Custom reports

Essential

10

Growth

10

Pro

25

Multiple currency management

Essential
Growth
Pro

Bills module

Essential
Growth
Pro

Credit/Debit card processing

Essential
Growth
Pro

Payment gateway and banking integration

Essential
Growth
Pro

Sales tax return

Essential
Growth
Pro

Complies with US government regulations

Essential
Growth
Pro

Accounting service

Classification of transactions according to the accounting nature (Cost and expenses).

Essential

Up to 50 movement

Growth

Up to 80 movement

Pro

Up to 120 movement

Preparation of chart of accounts.

Essential
Growth
Pro

Parameterization of the accounting system according to the client's needs (Commercial activity).

Essential
Growth
Pro

Financial statements

Balance Sheet

Essential

Quarterly

Growth

Monthly

Pro

Monthly

Profit and loss

Essential

Quarterly

Growth

Monthly

Pro

Monthly

Cash Flow Statement

Essential

Quarterly

Growth

Monthly

Pro

Monthly

Accounting advisory

Advisory frequency

Essential

Quarterly

Growth

Monthly

Pro

Monthly

Monthly accounting advisories

Essential

1 hour

Growth

1 hour

Pro

3 hours

Corporate income tax

Company tax return LLC/Corp

Essential
Growth
Pro

Appeal and follow up for requirements before IRS/State

Essential
Growth
Pro

Individual Tax Return

Members individual tax return

Essential
Growth
Pro

2 members

Tracking refund status (if apply)

Essential
Growth
Pro

Annual Report

Processing and presentation of annual report renewal

Essential
Growth
Pro

Alpha services

Alpha services included

Essential
Growth
Pro

2 services

Beta Services

Beta services included

Essential
Growth

2 services

Pro

2 services

Contract

12-month permanence clause

Essential
Growth
Pro
cost
$ 260 USD
Per Month
cost
$ 380 USD
Per Month
cost
$ 500 USD
Per Month
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Frequently Asked Questions

What happens if I do not meet the minimum permanence of the accounting plan?

A study would be carried out of the services that were provided so far, taking into account that they are charged as individuals. Depending on the amount already paid by the customer, it is analyzed whether to make any additional payment or not.

Can I add or exchange services within my accounting plan month by month?

No, each chart of accounts is designed according to specific needs, so no modifications can be made within it.

Can I accumulate advisory hours from one month to the next?

No, the hours stipulated for the accounting advisories are only valid for each month (Not cumulative).

Can I switch from a higher cost plan to a lower cost one?

Yes, only from the professional to the start up plan. You can change from the executive plan to another one, once you finish your permanence clause.

Is there a permanence clause?

Yes, there is a minimum permanence of 1 year in the executive accounting plan.

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