Pricing for Business Accounting
We handle your bookkeeping, your tax payments and your tax reduction planning all year, so you stop getting surprised in April and start seeing where your money actually goes.
Accounting Cleanup & Catch Up
Monthly Bookkeeping Done to a Professional Standard
Profit Tracking, ROI Tracking & Helpful Reports to Run Your Business
Ensuring Payroll is Setup & Running Properly
Initial Tax Reduction Plan
Monthly Tax Reduction Planning
Help Paying In Your Taxes Throughout the Year to Avoid Surprises
Defendable Tax Strategy to Protect Your Business
Personal & Business Tax Returns Prepared & Filed
Year End Financial Statements & Closout to Create Perioditization
Quarterly Guidance on Financial Decisions
CFO Level Guidance on Reaching Your Goals
Small Business
You're running lean. One entity, one revenue stream, and the books are mostly a matter of keeping up.
You're a solo owner or you have a couple of employees
One business entity, no subsidiaries
Straightforward invoicing and a manageable transaction volume
No inventory, no complicated depreciation, no line of credit
Your current setup is either DIY software or a part-time bookkeeper
Simple levels of Tax Strategy
Simple levels of bookkeeping & accounting
Ordinary business & personal tax returns
$300-$750
/mo
No cost, just tips
Growing Businesses With Staff
You've got real payroll, real volume and real tax exposure. This is where proactive tax reduction planning starts paying for the engagement by itself.
You have a payroll to run and a team to account for
You're an S-Corp, or you should be and nobody's told you yet
Higher transaction volume, accounts receivable and accounts payable to track
Equipment purchases, depreciation schedules or a line of credit in play
You want to know your true profitability by job, service line or location
Medium levels of Tax Strategy
Medium levels of bookkeeping & accounting
Moderately complex business & personal tax returns
$750-$1500
/mo
Per month
Scaling & Larger Small Businesses
Multiple entities, heavier payroll, more sophisticated tax strategy. At this level you need financial leadership, and you shouldn't have to pay a CFO salary or give up equity to get it.
You run multiple entities, locations or related companies
Significant payroll with contractors, benefits or retirement plans
Real estate holdings, heavy fixed assets or meaningful debt service
Lenders, investors or partners who need financials that hold up
Higher levels of Tax Strategy
Higher levels of bookkeeping & accounting
More complex business & personal tax returns
$1500-$3500
/mo
Per month