Freedom Folio

Our Pricing

Our Pricing

Affordable Pricing Plans

“Affordable Plans for Every Budget”

Service Comparison Table

Accounting Service Comparison Table

Categories Freedomfoliio Your Spouse Your Team Member Bench QB Live Bkpg
Cost
Starts At See pricing example Just ask! Their fully loaded cost $299/mo $300/mo to $700
Price For You Schedule A Call Your relationship Cost + training More More
The People
Expertise Level CPAs & EAs Abstain Only ever worked with you New college grad Junior bookkeeper
Availability Acct mgr call anytime, me schedule a few days out Full Full Scheduled phone call In-app chat
Access to a consistent person Yes Arguably too much Yes Yes No
Is it your spouse No Yes No No No
Do you have to manage them No Abstain Yes Kinda Kinda
Scope
Tax types supported Individual, business and international Few Few Few None
Accounting types supported Cash and accrual What's accrual? Not many Cash basis Cash basis
Advisory level Your full outsourced accounting department Spousal None None None
Service Comparison Table

Accounting Service Comparison Table

Categories Freedomfoliio Your Spouse Your Team Member Bench QB Live Bkpg
Cost
Starts At See pricing example Just ask! Their fully loaded cost $299/mo $300/mo to $700
Price For You Schedule A Call Your relationship Cost + training More More
The People
Expertise Level CPAs & EAs Abstain Only ever worked with you New college grad Junior bookkeeper
Availability Acct mgr call anytime, me schedule a few days out Full Full Scheduled phone call In-app chat
Access to a consistent person Yes Arguably too much Yes Yes No
Is it your spouse No Yes No No No
Do you have to manage them No Abstain Yes Kinda Kinda
Scope
Tax types supported Individual, business and international Few Few Few None
Accounting types supported Cash and accrual What's accrual? Not many Cash basis Cash basis
Advisory level Your full outsourced accounting department Spousal None None None
Tax Service Comparison Table

Tax Service Comparison Table

Categories TurboTax TurboTax Live Assisted TurboTax Live Full Service Jackson Hewitt
Cost Free! $89 $129 600ish
Price For You Not free More More More
The People Yours Varies, usually junior Varies, usually junior Varies
Availability 24/7 5a-9p pacific 5a-9p pacific Retail hours
Access to a consistent person N/A No No Yes!
Is it your spouse No? Doesn't look like it No No
Do you have to manage them N/A No No No
Scope Basic Basic Basic Basic
Tax types supported N/A N/A N/A N/A
Accounting types supported None Basic Basic Basic
Tax Service Comparison Table

Tax Service Comparison Table

Categories TurboTax TurboTax Live Assisted TurboTax Live Full Service Jackson Hewitt
Cost Free! $89 $129 600ish
Price For You Not free More More More
The People Yours Varies, usually junior Varies, usually junior Varies
Availability 24/7 5a-9p pacific 5a-9p pacific Retail hours
Access to a consistent person N/A No No Yes!
Is it your spouse No? Doesn't look like it No No
Do you have to manage them N/A No No No
Scope Basic Basic Basic Basic
Tax types supported N/A N/A N/A N/A
Accounting types supported None Basic Basic Basic

EXAMPLE:

New business, 2 bank accounts, 1 credit card, <10 transactions, 1 location, 1 employee, need QBO and payroll set up for one employee 
(this is reflected in one time fee)

Ongoing Services

Monthly bookkeeping - $349/month
Business tax return preparation - $1200/year
Payroll maintenance - $79/month
Monthly total: $528/month

One time Flat charge

QBO chart of account setup - US$500
One time set up fee-this is required for each state - US$495
Employee onboardiing - $175 per employee

Business Health Check-Up Services (One-Time)

One of our QuickBooks Online experts reviews your books and works with you to ensure your books are clean and current. You'll also meet with a tax advisor to evaluate your business' structure and ensure you're paying the lowest amount of taxes for your situation.

  • Clean-Up/Catch-Up of Books
  • Financial Statement Review
  • Deduction Finder Resource
  • Customized Strategy Sessions, such as
    • Tax Projection
    • Entity & Owner's Compensation Analyses
Year-End Services (One-Time)
A tax expert will work with you to file any prior-year returns.
  • Prior-Year Business Tax Return Preparation
  • Catch-Up Payments for Current Year's Return
Company Information
Company: Sample
Contact: Sample
Phone: Sample
Email: Sample
Entity Type: SMLLC
Monthly Transactions (up to): <10
Quarterly/Ongoing Services 季度/持续服务
Quarterly Bookkeeping: $43
Annual 1099 Filings Included: Up to 5
Sales Tax Return Filed: Not Included
Payroll Processing Frequency: Not Included
Number of Employees (up to): 1
Quarterly Consultations: Not Included
Annual Business Tax Preparation: Yes $100/month, $1200 total
TOTAL MONTHLY FEE 528
One-Time Services
Clean-Up/Catch-Up of Books: 0
Initial Strategy Sessions: Separately quoted, 4 hour meeting for business health checkup
Deduction Finder Resource: Included
Catch-Up Business Tax: 0
TOTAL ONE-TIME FEES 995
One-Time Fee Payment Options
ONE Payment: 995
THREE Monthly Payments (10% surcharge): 364.83
SIX Monthly Payments (20% surcharge): 199
Exclusions: 排除条款:
  • Entity changes
  • Profit-sharing form 5500
  • Invoicing customers
  • Sales tax audits/workers' comp audits
  • QuickBooks Online software QuickBooks
  • Personal Tax returns
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Needs Professional Bookkeeper? Make Appointment Now

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