See Your Finances from a Better Vantage Point.
affordable bookkeeping solutions
Welcome to Vantage Point Accounting & Tax Firm Tax Services
Flexible Plans. No Long-Term Contracts.
At Vantage Point, we believe you should stay with us because you value our accounting and bookkeeping services, not because you are locked into a contract. All our plans are month-to-month with a simple 30-day notice policy. Choose the tier that fits your current volume, and scale up seamlessly as your business grows, ensuring you have the financial advisory support you need along the way.
Included With Every Plan.
No matter which tier you choose, you receive these premium benefits.
Dedicated Team: Access to a dedicated Bookkeeper, Controller, and Client Success Specialist who understand the intricacies of tax planning and preparation.
Top-Tier Security: MFA (Multi-Factor Authentication) Security & Identity Access Management to keep your data safe.
Technology Suite: Access to business tools, unlimited financial document storage, and our Mobile App (featuring Document Scanner, Calculators, and Mileage Tracker).
On Demand Support: Need something extra? Custom Hourly Requests are available at $75/hr.
affordable bookeeping solutions
Vantage Point Bookkeeping Packages
A
Minimal Plan
$165
Perfect for Start-Ups & Low Volume
One-Time Setup Fee: $500
- Frequency: Quarterly Bookkeeping & Reconciliations
- Accounting Basis: Cash Basis
- Volume: 90 or fewer transactions per quarter
- Accounts: Up to 3 Accounts / Class Divisions
- Reporting: Full Report Package
Basic Plan
$400
Essential Monthly Management
One-Time Setup Fee: $500
- Frequency: Monthly Bookkeeping & Reconciliations
- Accounting Basis: Cash Basis
- Volume: Over 20 Monthly Transactions
- Accounts: Up to 3 Accounts / Class Divisions
- Meetings: Monthly 1-hour collaborative meeting with agenda
- Reporting: Full Report Package
Complete Plan
$970
For Growing Businesses Needing Accrual Accounting
One-Time Setup Fee: $1180
- Frequency: Weekly Bookkeeping & Reconciliations
- Accounting Basis: Accrual Basis
- Volume: Over 20 Monthly Transactions
- Accounts: Up to 3 Accounts / Class Divisions
- AP Management: SmartAP Processing included (Up to 40 Vendor Bills)
- Bill Pay: Twice Monthly
- 1099 Filings: Included (for full-year subscribers)
- Meetings: Monthly 1-hour collaborative meeting with agenda
- Reporting: Custom Report Package + Process Review & Streamlin
Vantage Point Bookkeeping Packages
Premier Plan
$1835
Daily Oversight & Payroll Support
One Time Setup Fee:
One-Time Setup Fee: $1500
- Frequency: Daily Bookkeeping & Reconciliations
- Accounting Basis: Accrual Basis
- Volume: Over 20 Monthly Transactions
- Accounts: Up to 3 Accounts / Class Divisions
- AP Management: SmartAP Processing included (Up to 80 Vendor Bills)
- Bill Pay: Weekly
- Payroll Management: Bi-Monthly processing included (Up to 25 Employees)
- 1099 Filings: Included (for full-year subscribers)
- Meetings: Weekly 1-hour collaborative meeting with agenda
- Report
Deluxe Plan
$2500
Comprehensive High-Volume Solutions
One-Time Setup Fee: $1850
- Frequency: Daily Bookkeeping & Reconciliations
- Accounting Basis: Accrual Basis
- Volume: Over 90 Monthly Transactions
- Accounts: Up to 5 Accounts / Class Divisions
- AP Management: SmartAP Processing included (Up to 200 Vendor Bills)
- Bill Pay: Weekly
- Payroll Management: Bi-Monthly processing included (Up to 25 Employees)
- Daily Sales: Daily Receipt Entry Included
- Meetings: Weekly 1-hour collaborative meeting with agenda
Custom Add-Ons
22
Need a little more? Customize your plan.
- Payroll Management:
- Monthly: $85/mo (per 25 employees)
- Bi-Monthly: $125/mo (per 25 employees) - Included in Premier & Deluxe
- Weekly: $195/mo (per 25 employees)
- Bill Pay Expansion
- Additional 40 bills: $85/mo
- Invoicing & Receivables
- Available On Demand: $75/hr
- Multiple Accounts:
- Additional Account / Class: $85/mo
- QuickBooks Backup:
- Required for sensitive industries
About Vantage Point Accounting & Tax Firm
Our Expertise
At Vantage Point Accounting & Tax Firm, our team of experienced tax professionals are dedicated to providing high-quality tax services to individuals and businesses. We stay up-to-date with the latest tax laws and regulations to ensure that our clients receive accurate and reliable tax advice.