Fixed fee, transparent pricing, no surprises.
No annual contract.
Customized for your business needs and goals.
Tax compliance, clean books, and accurate reporting handled so you can focus on running your business.
Proactive tax planning and advanced accounting support to help you keep more of what you earn.
Everything in Compliance, plus:
Senior financial oversight and forward-looking insight to support strategic growth decisions.
Everything in Advisory, plus:
Transaction volume. The amount of financial activity in your business directly impacts the time and effort required to maintain accurate books. We evaluate the number of accounts, monthly transactions, and the types of activity being processed to determine the level of work. Businesses with higher transaction volume and multiple accounts generally require more time and oversight than those with simpler operations.
Business complexity. Your business structure also affects pricing. More complex operations require more oversight, effort, and time.
We consider factors such as:
Our team is equipped to support businesses with complex structures, helping ensure your financial records remain accurate, organized, and compliant as your operations grow.
Onboarding. We charge a one-time onboarding fee to do the groundwork for managing your books on an ongoing basis. Onboarding typically entails aligning your chart of accounts, verifying opening balances, connecting your bank feeds and software, building the monthly reporting process we’ll run together, and connecting all your tools.
Cost: 1x Monthly Fee.
Backwork. If your books are behind or contain errors, we first need to bring them up to date. We review historical transactions, correct errors, reconcile balance sheet accounts, and ensure your books accurately reflect your business.
As part of the process, we look for miscategorized expenses, missed deductions, duplicate entries, unrecorded transactions, and other issues that can quietly distort your financial reporting. When your books aren’t accurate, it’s hard to trust your numbers for budgeting, planning, or decisions.
Cost: Monthly fee x Number of months of backwork.
No – Business and personal tax prep and filing are included in your fixed monthly fee. Prior-year returns and amended returns are billed separately.
We are happy to work with you if you only need tax services. Because we need to sign off on your returns, a business tax-only engagement starts with a review of your books to ensure accuracy and tax-readiness. We charge a one-time fee for this review, based on the number and complexity of accounts. Individual tax-only returns don’t require a book review.
If we discover material errors in your books, we cannot proceed further until they are fixed, and we will give you a proposal on what fixing them will cost.
Tax prep & filing fees: Business returns average $1,750 and personal return fees average $1,000. Pricing is based on your business size, structure, and state filing requirements. These fees do not include tax planning or projections.
Schedule a free, no-obligation discovery call. We are here to help.
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