Pricing

Bookkeeping and Accounting Services

We offer high-quality bookkeeping services with a wide range of options for businesses both big and small.  All bookkeeping packages come with your options of a monthly, quarterly, or annual review of your books with a CPA to do a quick second error check and see if there are any major areas of opportunity to improve your business record keeping or performance.  It’s like having a miniature CFO in your back pocket to assist with your record-keeping and forecasting to help your business grow.

Ongoing Bookkeeping – We offer ongoing Monthly or Quarterly bookkeeping starting at $250/service period. Final pricing can vary greatly depending on the volume of transactions, number of accounts, type of accounting method used, and the number of business activities reported on. Before providing a final quote we schedule a meeting to see what your goals are and ensure we design the process and frequency of meetings to align with your business goals.  Then we work with you to get access to all your accounts, set up your books, and get to work providing you with timely reports designed to help you evaluate your business.

Annual/Back Years Bookkeeping – We offer annual bookkeeping as an hourly service with a $250 setup fee.  Hourly rates vary from  $50-250 / hour depending on the level of staff required for your work but generally, data entry runs between $50 and $100 / hour.

Periodic Records Review – Starting at $500 / period – Bring your own bookkeeper or controller.  We’ll do a periodic review of their progress, and meet with you to review any process changes that might need to happen and do an accuracy and performance review with you to assess how your business is performing.

Tax Preparation

Our tax preparation fees start at $650/return including our required base advisory package and continue up depending on the complexity and number of business activities and owners on your returns.

Tax Advisory

We provide tax coaching in our audit planning sessions and have 3 different tax advisory levels for our clients.  Our goal is to help you come up with strategies that you can implement through your businesses and then help support your business in converting those goals into reality. Our advisory plans include digital reminders with the resources you need to help you complete your strategies and different levels of direct email, video conference, and phone support depending on the level of package that you choose.

All advisory prices noted below are annual and eligible for packaged / partial year /  and/or current tax client discounts please contact us for a quote for accurate pricing.

Tax Advisory Coaching Plan – $4,500 as a standalone product but eligible for discounts as a bundle (click schedule a quote for your full price) 

  • Review of your prior year’s tax return
  • entity chart of your current organization structure
  • Our recommended entity structure along with visual representations of any payments that need to go to and from each entity as part of your tax plan.
  • Two 1 hour Zoom meetings in which we gather more information from you and draft a tax plan with strategies that you as a client find to be reasonable and time-efficient to pursue
  • One 1-2 hour Zoom meeting set up to implement your plan. During this session, we will go over templates provided to you, help you set up entities or professional contacts needed to execute your plan and show you how to mark off and track your strategy progress via our customer portal.
  • If we can’t save you the full cost of your plan within the first two eligible planning years you may be eligible for a full credit of the purchase price towards future advisory support or preparation services
    • note after your initial discovery call if it looks like we may not be able to provide any substantial savings we may cut the additional calls off and apply this service forward

    • If we can’t identify savings opportunities that will save you the full purchase price of your plan within the current and following tax year we will issue a full credit for the difference toward our tax preparation or advisory support packages.

Tax Advisory Support

  • Basic Support – $500 Annual
    • Two 15-minute scheduled annual check-in calls to see if you need any further assistance in gathering your records, to  answer any general tax questions you may have and check in on your tax strategy progress
    • Includes annual extensions of all your returns
    • 10% discount on our hourly services
    • Blackout dates for general questions and final review meetings 3/1-4/15 and 9/1 to 10/15
    • Video review of all your returns by a manager or above
  • General support / Business Owners Essentials – $2,500 / Annual
    • Two 30-minute scheduled annual check-in calls to see if you need any further assistance in gathering your records, to  answer any general tax questions you may have and check in on your tax strategy progress
    • 5 hours of call and email support time**
    • 30-minute personal return review plus an additional 15 minutes per business return review to review any final questions you may have**
    • **Subject to blackout dates of 4/1-4/15,9/1-9/15 and 10/1-10/15
    • Your advisor will try to identify 1-2 tax strategies during the review to set you up for the following year
    • 20% discount on hourly services
  • Advanced Support / Enterprise level Operators – $4,500 Annual
    • Two 1 hour scheduled annual check-in calls to see if you need any further assistance in gathering your records, to  answer any general tax questions you may have and check in on your tax strategy progress
    • Includes 1 hour personal return plus 15 minutes per business return review to go over any final questions you may have.
    • 20 hours of call and email support time
    • 1 hour personal return review plus an additional 15 minutes per business return review to review any final questions you may have
    • Your advisor will try to find 2-3 tax strategies during review for you to pursue in the coming year
    • 30% discount on our hourly services
    • Only 4 blackout dates for calls on the tax deadline days (generally 3/15, 4/15, 9/15, and 10/15 unless one of the dates falls on a weekend or holiday)