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Coastal Accounting Business Packages

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Streamline your finances with Coastal Accounting—your trusted partner in finance and tax for driving business growth.

Basic

Ideal for sole proprietorships and small but growing businesses.
$ 575/month Starting at
  • Basic Features:
  • Monthly Accounting
  • Delivery by the 25th of month
  • Monthly Financial Statements
  • Business tax preparation
  • Phone & Email Response Within 48 Hours
  • QuickBooks Online Essentials Subscription
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During your initial consultation, pricing is tailored to meet your specific needs, with optional add-ons available.

Standard

Ideal for small businesses with employees and contract staff.
$ 825/month Starting at
  • Everything from BASIC, plus:
  • Prepare payroll
  • Provide employee access to electronic paystubs
  • Provide employer access to electronic pay records
  • Prepare W-2s and state filings
  • Garnishment remittance
  • 1099 preparation
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During your initial consultation, pricing is tailored to meet your specific needs, with optional add-ons available.

Complete

Ideal for growing companies with more comprehensive accounting needs.
$ 1100/month Starting at
  • Everything from STANDARD, plus:
  • Process bills and payments weekly
  • Track credit card expenses and receipts
  • Process employee expense reports
  • Prepare 1099s for contractors
  • Provide digital access to paid bills
Schedule Free Consultation ->
During your initial consultation, pricing is tailored to meet your specific needs, with optional add-ons available.

Add-Ons

Individual Tax Preparation & Planning
  • $100/month

Preparation, filing, and planning for owner’s personal Federal and State tax returns.

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Budget Creation &
Annual Update
  • $750 + $75/month

Annual budget preparation, integration into QuickBooks Online, and monthly Budget to Actual reporting.

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QB Tech support in excess of package
  • Starting at $175/hour

Need extra help with QuickBooks? Our team of experts is available to assist you.

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Tax controversy & resolution
  • Custom Quote

Resolve IRS and state taxing authority notices and back taxes once and for all.

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Business Package Details

Starter Standard Growth
Accounting: Categorize bank and credit card transactions
Accounting: Reconcile all bank accounts, credit cards, and loans
Accounting: Reconcile payroll records to financials
Accounting: Record any adjusting journal entries as needed
Accounting: Month-end close
Accounting: Delivery by the 25th of month
Tax: Preparation of business entity Federal and State income tax return
Tax: Preparation of business sales tax (as applicable)
Advisory: Phone, email, and video meetings as needed and within the scope of current services
Tax: Preparation and Filing of 1099 forms
Payroll: Monthly, semi-monthly, bi-weekly, or weekly full-service payroll
Bill Pay: Weekly accounts payable management
Individual Tax: Preparation, filing, and planning for owner’s personal Federal and State tax returns Add-on Add-on Add-on
Budgeting: Annual budget preparation, integration into QuickBooks Online, and monthly Budget to Actual reporting Add-on Add-on Add-on
Tax controversy & resolution: Resolve IRS and state taxing authority notices and back taxes once and for all Add-on Add-on Add-on

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Select online apps from the list at the right. You’ll find everything you need to conduct business with us.