Pricing for Financial Services
At Legacy 97 Financial Services, we offer a variety of invoicing fee structures for bookkeeping and payroll services to fit your unique financial needs. If our standard packages don't align with your requirements, we provide custom quotes tailored specifically for you. We aim to ensure you receive the best financial management solutions at a competitive rate.
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If you don't see something that fits your situation, please give us a call and we will get you a custom quote.
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All prices are negotiable, and packages can be customized to quarterly or annual packages! We offer complete flexibility for businesses and individuals alike.
The Essentials: Monthly
Bookkeeping Package
Reconciliation of ONE 15-page bank statement, TWO 5-page credit card statements, and ONE bank loan.
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Welcoming businesses & individuals alike!
Monthly Payroll Pro Package
​Monthly:
4 person payroll, weekly direct deposit
Payroll tax deposits paid upon client request
24/7 assistance and availability
Quarterly:
Federal & State payroll tax reporting
50% off filing fees for annual W-2s and W-3!
*For physical checks please call for a custom quote.
Annual Compliance
& Reporting Bundle
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Up to 15 different W-2s and/or 1099s.
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Corresponding W-3 and/or 1096.
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Annual payroll tax returns Form 940 and/or Form 943/944
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Federal and State fillings
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Refresh & Revise:
Account Clean-Up Package
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Comprehensive Analysis: Thorough review and analysis of financial records to identify discrepancies and inconsistencies.
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Detailed Cleanup: Systematic organization and correction of accounts to ensure accuracy and compliance.
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Customized Solutions: Tailored strategies and recommendations to optimize financial processes and enhance clarity.
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*Please note that ALL accounts include a one-time initial account set-up fee not exceeding $200, and dependent upon the amount of transactions and vendors.