Pricing for E-2 Visa Bookkeeping Services

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$150+ per month (billed monthly)

What's included:

• Selection of QBO Subscription
• Account set up in QuickBooks Online (no conversion or catchup)
• Record of around 1-49 transactions per month for 1 checking and 1 saving account
• Manage Chart of Accounts
• Special Reports for E-2 visa / change of status application
• Month-end close
• 1 Meeting/month with Bookkeeper via phone or video call
• Year-end close
• Liaise with your tax professional for corporate tax filing
• QuickBooks Online Support
• 30% off (retail price) of your QBO Subscription

Perfect for E-2 visa / change of status applicants who are about to start their E-2 business or E-2 investors who just moved to the U.S to actively run their business. Your E-2 startup  business has a very low transaction volume, no sales tax/use tax, payroll obligations, or inventory.

Add-ons:

• Draft Investment Schedule
• Receipt management
• 1099 Reporting
• Conversion to QuickBooks Online from a different accounting software
• Catchup bookkeeping

$250+ per month (billed monthly)

What's included:

• Selection of QBO Subscription
• Account setup in QuickBooks Online (conversion and catchup priced separately)
• Record of around 50-150 transactions per month across all checking and savings accounts
• Implement and maintain structures for accounting-related data files processes to accurately record financial transactions 
• Manage Chart of Accounts
• Special Reports for E-2 visa / change of status application
• Month-end close
• 1 Meeting with Bookkeeper via phone or video call
• Year-end close
• Liaise with your tax professional for corporate tax filing
• QuickBooks Online Support
• 30% off (retail price) of your QBO Subscription

Perfect for established E-2 startup businesses. Your E-2 business has a low transaction volume, no sales tax/use tax, and payroll obligations.

Add-ons:

• Draft Investment Schedule
• Receipt management
• 1099 Reporting
• Conversion to QuickBooks Online form a different accounting software
• Catchup bookkeeping
• Cleanups

$450+ per month (billed monthly)

What's included:

• Selection of QBO Subscription
• Account setup in QuickBooks Online (conversion and catchup priced separately)
• Record of around 151-400 transactions per month across all checking, savings, and credit card accounts
• Implement and maintain structures for accounting-related data files processes to accurately record financial transactions 
• Manage Chart of Accounts
• Draft Investment Schedule
• Special Reports for E-2 visa / change of status application or renewal
• Month-end close
• 1 Meeting with Bookkeeper via phone or video call
• Quarterly financial statements
• Year-end close
• Liaise with your tax professional for corporate tax filing
• QuickBooks Online Support
• 30% off (retail price) of your QBO Subscription

Perfect for E-2 businesses low to medium transaction volume, no sales tax/use tax, or payroll obligations.

Add-ons:

• Compensation for 1-2 owners
• Receipt management
• 1099 Reporting
• Loan
• Accounts Payable / Accounts Receivable
• Job Costing
• Budget Management
• Conversion to QuickBooks Online form a different accounting software
• Catchup bookkeeping
• Cleanups

$750+ per month (billed monthly)

What's included:

• Selection of QBO Subscription
• Account setup in QuickBooks Online (conversion and catchup priced separately)
• Record of around 401+ transactions across all checking, savings, and credit card accounts
• Implement and maintain structures for accounting-related data files processes to accurately record financial transactions 
• Manage Chart of Accounts
• Draft Investment Schedule
• Special Reports for E-2 visa / change of status application or renewal
• Month-end close
• 1 Meeting with Bookkeeper via phone or video call
• Quarterly financial statements
• Year-end close
• Liaise with your tax professional for corporate tax filing
• QuickBooks Online Support
• 30% off (retail price) of your QBO Subscription

Perfect for small to medium sized E-2 businesses who have medium to high transaction volume, sales/use tax obligations, and payroll obligations.

Add-ons:

• Maintain and oversee payroll processing with a third-party software
• 1099 Reporting
• Loan
• Accounts Payable / Accounts Receivable
• Job Costing
• Budget Management
• Maintain and oversee sales/use tax processing with third-party provider
• Conversion to QuickBooks Online form a different accounting software
• Catchup bookkeeping
• Cleanups

Contact us for pricing.

Perfect for E-2 visa / change of status applicants who need to establish their E-2 company. 

 Services:

• Consultation to determine a tax classification that suits your needs
• EIN Application
• Financial Forecast Review (Reality Check)
• Consultation to give E-2 investors an overview of possible tax liabilities for your E-2 business
• Initial Business Tax Return

Contact us for pricing.

Perfect for established E-2 businesses, whether you are just starting out or have been in business for several years.