Our Services
Monthly Bookkeeping
Included:
Categorization of business transactions
Monthly reconciliation of bank/credit card accounts
Monthly reports: Profit & Loss, Balance Sheet, and Cash Flow
Communication via email or portal with follow-up for uncategorized transactions
Pricing: Basic Package – $300/month
Growth Package – $500/month
Pro Package – $800/month
Quarterly Financial Review + Memo
Included:
Review of P&L, Balance Sheet, and Cash Flow
Financial health analysis
Written memo with takeaways
30-minute online session
Pricing: $250/quarter
Business Strategic Consultations
Included:
Entity structure advice (LLC/S-Corp/C-Corp)
Best U.S. state for formation
Financial infrastructure setup
Revenue model strategy
Pricing: $200/hour
Catch-up Bookkeeping
Included:
Rebuilding prior months of bookkeeping
Categorizing and reconciling accounts up to the current month
Communication about missing or unclear transactions
Monthly reports once each period is finalized
Pricing: Starting at $250 per month of cleanup (minimum 3 months)
At East & West Financial, we help businesses grow by removing the stress from finances and empowering owners to focus on what matters.
We're more than accountants—we're partners, advisors, and caregivers to your success.
Tax Services
Included:
Federal business tax return (1065, 1120, or 1120-S)
One state return
1099 filings – $30 per contractor
Multi-state filings – from $150 each
Estimated tax calculations – $200/quarter
Sales tax filing & support – from $150/month
Pricing: Varies by service type
R&D Section 174 Services
Included:
Initial Section 174 eligibility check
Categorization of qualified expenses
Documentation guidance
Pricing: Evaluation – $300
Documentation Support – from $500
Accounting Software Setup & Training
Included:
Setup of QuickBooks Online
Custom chart of accounts
Basic automation setup
One-on-one training sessions as requested
Pricing: Software Setup & Chart of Accounts – $250
1-on-1 Training Session – $150/hour
Foreign-Owned U.S. Entity Support
Included:
Form 5472 + 1120 annual filing
Compliance support
Pricing: Form 5472 + 1120 – from $650
Payroll & HR Compliance (Upon Request)
Included:
Payroll software recommendation
Tax jurisdiction setup
Onboarding templates
Monthly payroll reconciliation
Pricing: Contact us regarding custom pricing
Contact us
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