Small Business Accounting: Pricing Overview

Are there other costs I should know about?

• Backwork

  Keeping your books in order is essential for making informed decisions about your business. That’s where Backwork comes in—we’ll take a deep dive into your financial records to make sure everything is accurate and up to date. As we review, we often spot missed opportunities that could save you money and correct any errors that might be affecting your financial picture.
  
  Many business owners think their books are in good shape, but we often uncover issues like miscategorized expenses, unrecorded transactions, or missed tax deductions that can have a big impact on your bottom line.

  Cost: Monthly fee x the number of months of backwork needed to clean your books.

  

• Onboarding

  Our 90-day onboarding process is designed to help us get to know each other in the most efficient way possible. To provide the best service, with proactive advice, it's important that we understand you and your business. It's equally as important that you are comfortable with your accounting team and feel confident that we are here to help you make informed decisions and develop strategies for long-term growth.

  The Five Stages of Onboarding

  The Kickoff Call 
  Begin your journey with us by meeting your dedicated onboarding team. During this call, we’ll introduce you to our client portal and communication tools, ensuring that you have all the resources you need to stay connected with us.
  
  Initial Strategy Session
  In this session, you'll meet with your accounting team to share the financial story of your business. This helps us tailor our services to your specific needs and set the foundation for a successful partnership.
  
  QBO + Dext Training 
  Learn the best practices for accurate and simple financial reporting. We’ll guide you through capturing and storing receipts, invoices, and bank statements, making sure you're equipped for seamless financial management.

  Backwork—Behind the Scenes
  While you focus on your business, we'll be working diligently behind the scenes to clean up your historical data. As described in the Backwork section above, the fee for backwork is calculated: Monthly fee x the number of months of backwork needed to clean your books.
  
  Financial Statement Review 
  At the end of the onboarding process, we’ll review your newly updated financial statements together. This review ensures that we're aligned on your goals and that you have the insights needed to make informed decisions moving forward.
  
  Cost: $2,500 (+ backwork)

  

• Year End

  Business Tax Return Preparation + Filing

  Accurate year-end reporting is essential for meeting tax obligations and avoiding costly mistakes. But tax planning doesn’t just happen at year-end. By looking ahead throughout the year, we help you take advantage of deductions and tax-saving strategies before deadlines pass.

  We prepare and file your business tax returns in line with current laws—keeping you compliant, reducing risk, and helping your business hold on to more of what it earns.

  Notice + Audit Protection (NAP)

  Included with your Year-End Fee, NAP provides support if your business receives a tax notice from the IRS or your primary state tax agency.

  As tax authorities rely more on automation, notices are becoming more common—even when filings are accurate. These letters can be confusing, and if ignored, may lead to penalties or further action.

  You might receive a notice about:

  • A mismatch in payroll tax filings, like 941s or W-2s (when payroll is processed through YPD)
  • Sales tax reporting issues or rate discrepancies
  • Estimated payments that don’t match what was expected
  • Disputes over deductions, credits, or income classification
  • Identity verification or suspected business-related fraud

  
  When a notice arrives, we review it, explain what it means, and handle the response. If your business is audited or affected by tax-related identity theft, we represent you and work toward resolution.

  Cost depends on your business size, structure, and the number of states in which you operate.
  

  NAP support is limited to notices from the IRS and the primary state where your business operates.