Hi Kate - that includes:
- online accounting system setup (Quickbooks)
=> not sure if this is meant to be used by them or by me, I see Intuit has a biz section as well as an accountants section
- payroll setup (they use Managepayroll or Zen Payroll)
- monthly reconciliations
- custom assistance (basic "customer support" I guess)
- quarterly financial statements and quarterly payroll tax reports
- year tax prep and return (1099, 571L)
The CPA business in question is a small shop, the initial meeting was positive. But $3,600/year seems a bit expensive for a small business.