Pricing

Service Package Solutions For Your Business

The Accountant

1500/month
  • Monthly Bookkeeping
  • Monthly Financial Reports
  • One Business Tax Return
  • One Personal Tax Return
  • Monthly Video Conf. Meeting
  • Quarterly Tax Projections
  • Key Performance Metrics
  • Budgeting & Cash Flow Projections

The Advisor

2000/month
  • Monthly Bookkeeping
  • Monthly Financial Reports
  • One Business Tax Return
  • One Personal Tax Return
  • Monthly Video Conf. Meeting
  • Quarterly Tax Projections
  • Key Performance Metrics
  • Budgeting & Cash Flow Projections

The CFO

3000/month
  • Monthly Bookkeeping
  • Monthly Financial Reports
  • One Business Tax Return
  • One Personal Tax Return
  • Monthly Video Conf. Meeting
  • Quarterly Tax Projections
  • Key Performance Metrics
  • Budgeting & Cash Flow Projections

Additional Solutions

Individual Tax

1000/File
  • Individual Tax Return

Business Tax

2500/File
  • Business Tax Return

Payroll & HR

2000/File
  • Full-Service Filings
  • Certified HR Experts

Advisory Services

2000/File
  • Business and Financial Plans
  • Projections and Forecasts
  • Profit, Cost, and Margin Analysis
  • Entrepreneur Coaching
  • Capital Deployment Strategy
  • Corporate Governance

Pricing & Package FAQ’s

Will the starting prices listed above differ from my actual fee?

The pricing listed above represents our minimum starting fees. However, our prices are established on an individual client basis by considering several factors, including complexity and the overall scope of our engagement. Therefore, your actual fees may vary from the pricing listed above.

We can assist with the preparation of prior year returns or prior year bookkeeping. Our pricing will be based on your individual unique situation and the overall scope of our engagement.

If you have rental properties, investments, or additional state or local returns, we may charge additional fees. We will provide a detailed proposal based on your unique situation.