Sapphire Tax Notary

Choose a plan that’s
right for you.

Small
Business


$100 Quickbooks Setup Fee
OR
Free Connection to Client Quickbooks

******

$450 is the retainer fee

900 one-time cleanup fee includes:

reconcile past and current year books
customized chart of accounts
connect all accounts
update all reporting
$ 450
/monthly
  • First payment due in 30 days
  • Includes QuickBooks Monthly Service
  • Discounted EOY Tax Preparation
  • Dedicated Bookkeeper
  • Checking & Credit 100 monthly transactions (cash basis)
  • Checking & Credit Card transactions
  • Monthly Reconciliation
  • Onboarding: 1-2 Weeks
  • Secure Upload Platform
  • Standard Financial Statements
  • Average Gross Revenue
    up to $250,000+

Medium
Business


$100 Quickbooks Setup Fee
OR
Free Connection to Client Quickbooks

******

$575 is the retainer fee

1,150 one-time cleanup fee includes:

reconcile past and current year books
customized chart of accounts
connect all accounts
update all reporting
$ 575
/monthly
  • First payment due in 30 days
  • Includes QuickBooks Monthly Service
  • Discounted EOY Tax Preparation
  • Dedicated Bookkeeper
  • Checking & Credit 100 monthly transactions (cash basis)
  • Checking & Credit Card transactions
  • Monthly Reconciliation
  • Onboarding: 2-3 Weeks
  • Secure Upload Platform
  • Standard Financial Statements
  • Average Gross Revenue
    up to $500,000+

Large
Business


$100 Quickbooks Setup Fee
OR
Free Connection to Client Quickbooks

******

$825 is the retainer fee

1,650 one-time cleanup fee includes:

reconcile past and current year books
customized chart of accounts
connect all accounts
update all reporting
$ 825
/monthly
  • First payment due in 30 days
  • Includes QuickBooks Monthly Service
  • Discounted EOY Tax Preparation
  • Dedicated Bookkeeper
  • Checking & Credit 100 monthly transactions (cash basis)
  • Checking & Credit Card transactions
  • Monthly Reconciliation
  • Onboarding: 3-4 Weeks
  • Secure Upload Platform
  • Standard Financial Statements
  • Average Gross Revenue
    up to $1,000,000+

****PRICING IS SUBJECT TO CHANGE****