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TRANSACTIONAL BOOKKEEPING SERVICE SUBSCRIPTION*		$0	Per Month
Type of Accounting Service	Transactional Periodic Accounting Service is generally considered reactive and after-the-fact because the bookkeeping and accounting work is being done after the accounting period (month/quarter/year) has ended. This means we’re reporting on the historical events that have already happened and limited or no proactive corrective actions may be available after the fact. Up to 4 weeks of onboarding.	Reactive – After-The-Fact
How Many Companies / Locations	Per IRS Pub. 583: “You must keep a complete and separate set of books and records for each business.” Also, if you operate multiple locations, more detailed per-location financial reporting may be needed for state and local tax compliance.		<<< Select Value
Reporting Period Frequency	This is how frequently we will close your books and prepare Management Financial Report.		<<< Select Value
Number of Transactions in a Reporting Period per Company/Location	Q&A: A Transaction is a line item that would appear on your business bank statement with a date and an amount. (Example: a monthly payment for the office rent is a one transaction per month period.) The number of transactions in a reporting period determines the volume of periodic accounting work. Businesses grow and change, or in case of some new clients, the actual volume of accounting work may be different from the original presentation. In all cases, once we get into the depth of your accounting records, we will adjust the pricing from the base price shown above to the custom level to commensurate with the required industry expertise and volume of work we provide for your specific business.		<<< Select Value
Number of Reconciled Banking Accounts, Up To:	Each additional reconciliation checking/savings/credit card banking account over the included number of reconciled banking accounts will carry an additional charge of $50 per each extra account reconciliation period.	0
Information Forms 1099 Preparation/E-file Services, Up To:	Shows the number of the included Forms 1099 NEC/MISC with your service selection. Any additional Forms 1099 NEC/MISC may be prepared for the Client at $80 per each additional Form 1099 NEC/MISC preparation and e-file. NOTE: The client must have had the Monthly Bookkeeping Subscription Service for at least 6 months in order to be eligible for the free Forms 1099 NEC/MISC Add On filing service benefit with this service. Otherwise, if Forms 1099 NEC/MISC filing service is requested by the client, $80 charge will apply for each field form.	0
Period-End Close	Includes recording of the transactions in the reporting period, conducting reconciliations of the banking accounts, POS reconciliations, payroll reconciliation, accrual of expenses and other liabilities, amortization of prepaid expenses, recording of depreciation on fixed assets, bifurcation of debt payments, and other accounting procedures.	Included
Management Financial Statements	Includes profit & loss statements, balance sheets, cashflow statements, profit & loss statements by period, and other custom management reports. Generally, prepared by the 15th day after the reporting monthly period end, longer cadence periods may require longer close.	Included
End of Year Management Reports Review	Client Management is encouraged to schedule a Year-End review with our accounting team to review the annual financials, answer any questions, and approve the financials to be finalized for Income Tax reporting.	Included
Access to The Secure Online Client Portal	Perpetual CPA Secure Online Client Portal, powered by Tax Dome platform, ensures convenient browser and mobile app client communication and sensitive file exchange application.	Included
New Client QuickBooks Online TUNE-UP/SET-UP Mandatory One-time Charge	Correct and reconciled beginning balances in the accounting general ledger is an integral component of producing accurate financial statements. This reconciliation needs to happen before our Bookkeeping Team begins ongoing bookkeeping service. Therefore this service is mandatory for all new bookkeeping clients. This service will be applied either with the new setup of QuickBooks Online accounts or with continuing with the QuickBooks Online account that was previously worked on by the client or another practitioner. PCPA Team will review the beginning balances, reconcile all the banking balances as of the start date, review the chart of accounts to ensure that is appropriate for your specific entity type, as well as review any delinquent or old balances that should be cleaned up on your Balance Sheet.	$450
Add-on: Unlimited Online Support	Online support year-round for quick Q&As via email and secure client portal. We’re here to answer your questions in a timely manner!	Included
Add-on: Scheduled Consultation Meetings per Reporting Period	Available number of hours of scheduled CPA Consultation or Advisory Work per reporting period. Free business consulting hours do not accumulate and must be used up in the respective month of service. (1-hour meetings at $180/hr value)	Up to 1x/Reporting Period
Add-on: QuickBooks Online Subscription CPA Discount on New Accounts	Does not include INTUIT QuickBooks Online software fees. Perpetual CPA may be able to facilitate a discount on most QuickBooks Online subscriptions on NEW client accounts! Make sure to ask us about it.	Per software publisher

TRANSACTIONAL CATCH-UP BOOKKEEPING SERVICE*		$0	PER PERIOD
Type of Accounting Service	Transactional Periodic Accounting Service is generally considered reactive and after-the-fact because the bookkeeping and accounting work is being done after the accounting period (month/quarter/year) has ended. This means we’re reporting on the historical events that have already happened and limited or no proactive corrective actions may be available after the fact. Up to 4 weeks of onboarding.	Reactive – After-The-Fact
How Many Companies / Locations	Per IRS Pub. 583: “You must keep a complete and separate set of books and records for each business.” Also, if you operate multiple locations, more detailed per-location financial reporting may be needed for state and local tax compliance.
Reporting Period Frequency	This is how frequently we will close your books and prepare Management Financial Report.
Number of Transactions in a Reporting Period per Company/Location	Q&A: A Transaction is a line item that would appear on your business bank statement with a date and an amount. (Example: a monthly payment for the office rent is a one transaction per month period.) The number of transactions in a reporting period determines the volume of periodic accounting work. Businesses grow and change, or in case of some new clients, the actual volume of accounting work may be different from the original presentation. In all cases, once we get into the depth of your accounting records, we will adjust the pricing from the base price shown above to the custom level to commensurate with the required industry expertise and volume of work we provide for your specific business.
Number of Reconciled Banking Accounts, Up To:	Each additional reconciliation checking/savings/credit card banking account over the included number of reconciled banking accounts will carry an additional charge of $50 per each extra account reconciliation period.	0
Period-End Close	Includes recording of the transactions in the reporting period, conducting reconciliations of the banking accounts, POS reconciliations, payroll reconciliation, accrual of expenses and other liabilities, amortization of prepaid expenses, recording of depreciation on fixed assets, bifurcation of debt payments, and other accounting procedures.	Included
Management Financial Statements	Includes profit & loss statements, balance sheets, cashflow statements, profit & loss statements by period, and other custom management reports. Generally, prepared by the 15th day after the reporting monthly period end, longer cadence periods may require longer close.	Included
End of Year Management Reports Review	Client Management is encouraged to schedule a Year-End review with our accounting team to review the annual financials, answer any questions, and approve the financials to be finalized for Income Tax reporting.	Included
Access to The Secure Online Client Portal	Perpetual CPA Secure Online Client Portal, powered by Tax Dome platform, ensures convenient browser and mobile app client communication and sensitive file exchange application.	Included
New Client QuickBooks Online TUNE-UP/SET-UP Mandatory One-time Charge	Correct and reconciled beginning balances in the accounting general ledger is an integral component of producing accurate financial statements. This reconciliation needs to happen before our Bookkeeping Team begins ongoing bookkeeping service. Therefore this service is mandatory for all new bookkeeping clients. This service will be applied either with the new setup of QuickBooks Online accounts or with continuing with the QuickBooks Online account that was previously worked on by the client or another practitioner. PCPA Team will review the beginning balances, reconcile all the banking balances as of the start date, review the chart of accounts to ensure that is appropriate for your specific entity type, as well as review any delinquent or old balances that should be cleaned up on your Balance Sheet.	$450
Add-on: Unlimited Online Support	Online support year-round for quick Q&As via email and secure client portal. We’re here to answer your questions in a timely manner!	Included
Add-on: Scheduled Consultation Meetings per Reporting Period	Available number of hours of scheduled CPA Consultation or Advisory Work per reporting period. Free business consulting hours do not accumulate and must be used up in the respective month of service. (1-hour meetings at $180/hr value)	Up to 1x/Reporting Period
Add-on: QuickBooks Online Subscription CPA Discount on New Accounts	Does not include INTUIT QuickBooks Online software fees. Perpetual CPA may be able to facilitate a discount on most QuickBooks Online subscriptions on NEW client accounts! Make sure to ask us about it.	Per software publisher

Additional Services

1099–NEC filings

1099-NEC on-time filing preparation

Additional city income tax filing

Additional state income tax filings

Foreign subsidiaries 5471

Foreign shareholder return 5472

Foreign financial accounts

Tax consulting services

Essentials

10 included, then $5/filing

$125 / hour

$500 / city

$500 / state

$500 / shareholder

$500 / FBAR

Starts at $400 / hour

Standard

25 included, then $5/filing

$125 / hour

$500 / city

$500 / state

$500 / shareholder

$500 / FBAR

Starts at $400 / hour

Starts at $400 / hour

INCOME TAX RETURN		$0	PER ENGAGEMENT
INDIVIDUAL TAX RETURN: Basic return with no business, rental, or business investment activity	All shown Tax Return Preparation Fees include one Federal tax return and one State tax return for one tax year filing. Each additional State tax returns will carry an additional charge of $180 per State tax return.
Add-on: IND TAX – SELECT TOTAL NUMBER of W2s / Retirement Income / Brokerage or Investment Income Accounts	Include this add-on if you had any of the below: – Form W2 – SSA-1099 – 1099-R – Each Brokerage Account Forms 1099-B / 1099-DIV / 1099-INT – Digital Assets Account (e.g. Crypto, Form 1099-DA, and Other)
Add-on: IND TAX – SELECT TOTAL NUMBER of Trade or Business Activities, which may include: Self-employment, Sole-Proprietorship, Single-member LLC, Rental Income, Royalty Income, and/or Business Investment Activities	Include this add-on if you had any of the below: – Self-employment activity – 1099 MISC income – 1099 NEC income – Single Member LLC activity – Sole Proprietor activity – You rented out residential of commercial real estate as a landlord – You have received Royalty payments (ex. from a book or other IP or property you own) – You have received Schedule K-1 from your interest stake in a Partnership or as a shareholder in an S-corporation, or other.
Add-on: IND TAX – TAX RETURN COMPLEXITY – Number of less common complex tax forms or factors	Include this add-on if your tax return has any of the following less common complex tax forms or factors: – Form 3115 (Accounting Method Change) – IRC 1031 Exchange filed for year of exchange and subsequent 2 years (Form 8824 – for each year of filing) – Restricted Stock Units (RSU) – Incentive Stock Options (ISO) – Employee Stock Plan (ESPP) – Foreign Bank Accounts reporting (FBAR / FinCEN 114) – Statement of Specified Foreign Financial Assets (Form 8938) – Foreign-Owned U.S. Corporation (Form 5472) – True-up of or Adjusting Journal Entries to Client-prepared Business Financial Statements (per Charge Hour)
Add-on: IND TAX – Number of State Returns	All shown Tax Return Preparation Fees include one Federal tax return and one State tax return. Each additional State tax returns will carry an additional charge of $180 per State tax return.
Add-on: IND TAX – Accuracy Guarantee	We stand by the quality of our tax preparation work and provide full quality of work guarantee. Should we make a tax-preparer-error on your tax return, we will prepare the necessary corrections, amendments, and tax re-filings to correct our clerical error or omission at no additional charge. NOTE: THIS SERVICE IS… – NOT a guarantee of waiver of tax liability. If you legally owe the tax you may still have to pay it. – NOT a protection to cover actual tax deficiencies or liabilities due. If you legally owe the tax you may still have to pay.	Included
Add-on: IND TAX – Tax Audit Protection	We stand by the quality of our tax preparation work. We include up to 8 free hours of advisory tax work per each tax prep engagement to provide you the following support if a need arises: – We’ll advise on or respond to written notices sent to you from federal, state, or local taxing authorities to help determine the resolution path. – We’ll advise on or represent you in front of the tax agent conducting review or audit to help determine the resolution path. NOTE: THIS SERVICE IS… – NOT a guarantee of waiver of tax liability. If you really owe the tax you may still have to pay it. – NOT a protection to cover actual tax deficiencies or liabilities due. If you owe the tax you may still have to pay. – NOT insurance that you will not be audited by the tax agencies and does not insure you from not legally owing taxes that you actually owe.	Included
Add-on: IND TAX – Unlimited Online Support	Online support year-round for quick Q&As via email and secure client portal. We’re here to answer your questions in a timely manner during the whole tax year you are our client!	Included

BUSINESS TAX RETURN:		$0	PER ENGAGEMENT
BUSINESS TAX RETURN: C-corporation, S-corporation, Partnership, or Multi-Member LLC	All shown Tax Return Preparation Fees include one Federal tax return and one State tax return for one tax year filing. Each additional State tax returns will carry an additional charge of $180 per State tax return. NOTE: Business Tax Return preparation fee only includes the tax return preparation based on the client-provided business trial balance information and financials. Any additional business bookkeeping or year-end business accounting work to prepare the business financial accounting data for use in the tax returns is a separate service and may be agreed upon and billed separately, at a separate rate, at client request.
Add-on: BIZ TAX – SELECT TOTAL NUMBER of Schedules K-1 to be issued for the Partners or Shareholders	Include this add-on for the total number of Partners of Shareholders for whom a Schedule K-1 needs to be issued.
Add-on: BIZ TAX – TAX RETURN COMPLEXITY – Number of less common complex tax forms or factors	Include this add-on if your tax return has any of the following less common complex tax forms or factors: – Form 3115 (Accounting Method Change) – Foreign Bank Accounts reporting (FBAR / FinCEN 114) – U.S. Persons with Respect to Certain Foreign Corporations (Form 5471) – Foreign-Owned U.S. Corporation (Form 5472) – True-up of or Adjusting Journal Entries to Client-prepared Business Financial Statements (per Charge Hour)
Add-on: BIZ TAX – Number of State Returns	All shown Tax Return Preparation Fees include one Federal tax return and one State tax return. Each additional State tax returns will carry an additional charge of $180 per State tax return.
Add-on: IND TAX – Accuracy Guarantee	We stand by the quality of our tax preparation work and provide full quality of work guarantee. Should we make a tax-preparer-error on your tax return, we will prepare the necessary corrections, amendments, and tax re-filings to correct our clerical error or omission at no additional charge. NOTE: THIS SERVICE IS… – NOT a guarantee of waiver of tax liability. If you legally owe the tax you may still have to pay it. – NOT a protection to cover actual tax deficiencies or liabilities due. If you legally owe the tax you may still have to pay.	Included
Add-on: BIZ TAX – Tax Audit Protection	We stand by the quality of our tax preparation work. We include up to 8 free hours of advisory tax work per each tax prep engagement to provide you the following support if a need arises: – We’ll advise on or respond to written notices sent to you from federal, state, or local taxing authorities to help determine the resolution path. – We’ll advise on or represent you in front of the tax agent conducting review or audit to help determine the resolution path. NOTE: THIS SERVICE IS… – NOT a guarantee of waiver of tax liability. If you really owe the tax you may still have to pay it. – NOT a protection to cover actual tax deficiencies or liabilities due. If you owe the tax you may still have to pay. – NOT insurance that you will not be audited by the tax agencies and does not insure you from not legally owing taxes that you actually owe.	Included
Add-on: BIZ TAX – Unlimited Online Support	Online support year-round for quick Q&As via email and secure client portal. We’re here to answer your questions in a timely manner during the whole tax year you are our client!	Included

Additional Services

1099–NEC filings

1099-NEC on-time filing preparation

Additional city income tax filing

Additional state income tax filings

Foreign subsidiaries 5471

Foreign shareholder return 5472

Foreign financial accounts

Tax consulting services

Essentials

10 included, then $5/filing

$125 / hour

$500 / city

$500 / state

$500 / shareholder

$500 / FBAR

Starts at $400 / hour

Standard

25 included, then $5/filing

$125 / hour

$500 / city

$500 / state

$500 / shareholder

$500 / FBAR

Starts at $400 / hour

Starts at $400 / hour

PERPETUAL CFO™ – FRACTIONAL CFO SERVICE*		$0	PER MONTH
Type of Accounting Service	The goal of the Fractional CFO Service is: 1) to analyze accounting data and extract business intelligence that would allow to forecast business income, expenses, and cash flows into the future and provide some foresight for better short and long-term business decisions for the Management. 2) to assist the Company Leadership & CEO with decision making to achieve the crucial strategic financial performance goals by utilizing business intelligence extracted from the Company financial accounting and operational data. Fractional CFO Service DOES NOT INCLUDE: Ongoing Bookkeeping, BPO, and Income Tax Prep/Planning services Up to 8 weeks of onboarding.	Proactive – Analytics
How Many Companies / Locations	Per IRS Pub. 583: “You must keep a complete and separate set of books and records for each business.” Also, if you operate multiple locations, more detailed per-location financial reporting may be needed for state and local tax compliance.
Reporting Period Frequency	Analytic and Strategic Service Reporting deliverables will generally have to match the frequency of closing your books (i.e. Monthly books for Monthly analytics, Daily/Ongoing Books for Weekly Analytics.) Frequency of fractional CFO service deliverables may not be less frequent than Transactional Bookkeeping/Accounting frequency. This service is not available on a quarterly, annual, or ad hoc basis.
Establish & Track Company Financial Goals	Perpetual CPA will assist management in establishing quarterly and annual financial goals for the company. Perpetual CPA will assist management in establishing and executing monthly financial action plans for each upcoming quarter.	Included
Budgeting & Performance Reporting	Perpetual CPA will formalize budgets and financial health performance targets – then track against actuals across any time period. We can create divisional-level, entity-level and group-level budgets, depending on your specific business requirements. If this service is not included then the client is responsible for all aspects of the service.	Included
Forecasted Financial Statements	Perpetual CPA can utilize Financial Statement Forecasting to create an integrated forecast across the profit and loss statement, balance sheet, cash flow statements and financial ratios. If this service is not included then the client is responsible for all aspects of the service.	Included
Cash Flow Management	Perpetual CPA will prepare and review a weekly/monthly cash flow analysis to determine the appropriate timing of payments, deposits, recurring and once-off cash transactions. The cash flow plan is forecasted for up to 12 months. If this service is not included then the client is responsible for all aspects of the service.	Included
Company KPIs	Perpetual CPA will monitor the financial health of your business entity by tracking up to 16 standard performance metrics for business growth, profitability, liquidity, and solvency. Perpetual CPA can also track and report custom KPI metrics that matter to your business entity using any combination of P&L and balance sheet accounts. If this service is not included then the client is responsible for all aspects of the service.	Included
Benchmark Operating Performance vs Industry	How profitable is your business vs. the industry? Perpetual CPA will compare you Entity profit and loss performance, balance sheet figures and key financial ratios to competitors to determine where you stand. We can benchmark your business cost structure, as well as operational metrics such as, debtor’s days, liquidity ratios, financial leverage, balance sheet growth and more. Most importantly, we can help you understand what it all means for your business. If this service is not included then the client is responsible for all aspects of the service.	Included
Monthly Presentation to Management	Perpetual CPA will conduct a 60-minute Monthly Video Conference presentation to review the previous period’s financial performance as well as provide forward-looking guidance and suggestions as well as answer any of management’s questions.	Included
Technical Accounting Advice	IF APPLICABLE: Perpetual CPA will provide technical oversight, support, and feedback to the company’s internal bookkeeping and accounting personnel.	Included
New Clients Only: One Time Onboarding Fee	Onboarding procedure required for New Clients with CFO service: PCPA will conduct a review of current and previous year’s business financials, accounting records, and tax returns in addition to legal documents, operating agreements, cap tables, and other relevant documents necessary to understand the current status of your business. Up to 8 weeks of onboarding.	$3,000
Add-on: Board of Directors Meeting Virtual Participation	Perpetual CPA can participate in your monthly/quarterly leadership meetings. This Add-on charge is per meeting participation up to 90 minutes. If this service is not included then the client is responsible for all aspects of the service.	$1,440
Add-on: Unlimited Online Support	Online support year-round for quick Q&As via email and secure client portal. We’re here to answer your questions in a timely manner!	Included
Add-on: Scheduled Consultation Meetings per Reporting Period	These are optional additional advisory meetings to review the period deliverable reports. The meetings are not accruing and must be pre-scheduled. Available number of hours of scheduled CPA Consultation or Advisory Work per reporting period. Free business consulting hours do not accumulate and must be used up in the respective month of service.	Up to 1x/Month

Additional Services

1099–NEC filings

1099-NEC on-time filing preparation

Additional city income tax filing

Additional state income tax filings

Foreign subsidiaries 5471

Foreign shareholder return 5472

Foreign financial accounts

Tax consulting services

Essentials

10 included, then $5/filing

$125 / hour

$500 / city

$500 / state

$500 / shareholder

$500 / FBAR

Starts at $400 / hour

Standard

25 included, then $5/filing

$125 / hour

$500 / city

$500 / state

$500 / shareholder

$500 / FBAR

Starts at $400 / hour

Starts at $400 / hour

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