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Plans to Fit Your Small Business

There's no such thing as a one-size-fits-all solution when it comes to small businesses. Thrive offers multiple support packages so that you can select the perfect fit for the business you are running right now. We will work with you to upgrade as your business grows!

Basic Bookkeeping

Monthly Bookkeeping to Keep Up With Your Business.

  • Discount to Quickbooks Online subscription

  • Guidance through the 3 key steps towards profit success

  • Weekly import of transactions

  • Monthly reconciliation of bank and credit card statements

  • Monthly reconciliation of accounts receivable and accounts payable

  • Maintain data feeds into your accounting software files

  • Troubleshooting & support

  • Quarterly meetings for reviewing results and forecasting future periods

 

*Payroll services for up to 10 employees can be added to this package for an

additional fee

Great for small businesses and budding entrepreneurs!

Solutions Package

Daily Bookkeeping to Make Better Informed Decisions.

Everything in Basic Bookkeeping PLUS:

  • FREE Quickbooks Online Subscription

  • Daily import of transactions

  • One Tax Return (either personal or business) per year free of charge.

 

Preparation of annual financial statements and one income tax return for the year including, but not limited to:

  • Preparation and reconciliation of asset register/ depreciation schedule for the period

  • Calculation of anticipated tax liability

  • Reparation of income tax return including schedules required to be included therein

  • Preparation of distribution minutes

  • Preparation of notes to your financial statements consistent with current accounting standards

  • Preparation of a statement of taxable income

  • Preparation of financial statements suitable for lodgement in your entity’s taxation return

  • A letter of advice in relation to our findings

  • Finalization and compilation of all documents as required for your signature and for filing

*Payroll services for up to 10 employees can be added to this package for an

additional fee

Perfect for Established Businesses!

Concierge Package

White Glove Experience Delves into Every Detail.

​Everything in the Solutions Package PLUS:

  • Monthly meetings for reviewing results and forecasting future periods

  • Quarterly Estimated Payments made on your behalf to the IRS and State Agencies

  • Two Tax Returns (either personal or business) per year free of charge.

  • Loan preparation and management of financing solutions to free up cash flow.

  • Payroll calculation and processing for up to 10 Employees, using a payroll software

    • Calculate and track accrued vacation and sick time or other benefits

    • Provide a direct deposit for your employees with online access to paychecks

Preparation of annual financial statements and two income tax returns for the year (personal and business) including everything in the solutions package PLUS:

  • Finalization and compilation of all documents as required for your signature and for filing

  • Calculate federal and state payroll taxes based on the deposit frequency you have set up

  • Preparation and filing of Quarterly 940 and 941 federal payroll reports

  • Preparation and filing of State Unemployment Tax

  • Preparation and filing of Federal Unemployment Tax

  • Workers Compensation payroll reporting

  • Prepare Forms W-2 and W-3, file electronically, and print duplicate copies as needed at year-end

For the Elite Entrepreneur

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