Your fee covers bookkeeping, reconciliations, financial reporting, tax planning, and business tax return preparation. You also get unlimited advisory support because good accounting isn’t just about numbers, it’s about helping you make better financial decisions.

We tailor our pricing to fit the unique needs of each business. While every client benefits from our premium accounting expertise, several key factors influence your monthly investment:

1. Volume of Activity
Your transaction volume, number of accounts, and states of operation all impact pricing. Businesses with higher activity levels require more oversight, reconciliation, and reporting.

2. Services Needed
Beyond core accounting and tax compliance, additional services such as bill pay, accounts receivable management, payroll integration, or sales tax preparation contribute to your customized pricing.

3. Business Complexity
The structure of your business—whether you operate as a single entity or have multiple locations, revenue streams, or subsidiaries—determines the level of accounting support and strategic guidance required.

4. Industry-Specific Needs
Certain industries, such as e-commerce, healthcare, or professional services, have specialized accounting and regulatory requirements that may influence pricing.

5. Growth Stage & Advisory Needs
Businesses in rapid growth mode often need more than just bookkeeping; they require proactive tax planning, financial forecasting, and CFO-level insights. We adjust pricing based on the depth of strategic advisory services you require.

There’s a one-time onboarding fee, typically $1,500, to set up your accounting system and ensure a smooth transition. If your books need cleanup before we take over, back work is priced at your monthly fee multiplied by the number of months needing correction. We’ll review everything upfront so there are no surprises.

Your monthly fee covers all core accounting, tax planning, and advisory services. Payroll is priced separately. Personal tax returns for business owners start at $650, and any special projects will be discussed before work begins.

If your accountant only files your taxes once a year, we probably cost more, but that’s because we’re involved year-round. Our clients see real savings through proactive tax planning, financial clarity from regular reporting, and expert guidance whenever they need it.

Most likely. We serve small to mid-sized businesses across industries like professional services, healthcare, restaurants, real estate, and nonprofits. More important than your industry is whether you want a proactive financial partner. If that’s you, we should talk.

We make it easy. We coordinate with your current provider, review your books, and set everything up with minimal disruption. Most clients experience a seamless transition with no downtime.

We handle the paperwork, respond to IRS or state inquiries, and guide you through the process. More importantly, our proactive approach helps prevent audit issues before they happen.