All About Pricing

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

  Year-end requires careful reporting of income, expenses, and deductions to meet tax law requirements. We'll file the tax returns for your business, ensuring accuracy and compliance, minimizing the risk of costly errors or audits, giving you the peace of mind to focus on growing your business.
  
  Nobody likes a surprise tax bill. Year-round planning enables us to identify potential deductions and tax-saving opportunities before they’re missed. This proactive approach helps lower your tax liability and maximizes savings, ensuring that your business benefits from every available financial opportunity.
  
  Cost is dependent on the size and complexity of your business and the states in which it operates.

• Audit Protection

  The IRS and the state departments of revenue have implemented automated processes for analyzing and reviewing tax returns. With this increased use of technology, the probability of receiving a letter or notice from a taxing agency has increased.
  
  Our Audit Protection Plan is designed to minimize your worry should your return be audited or should you become a victim to tax-related identity theft. With audit protection, you can feel assured that we will act on your behalf in front of state and federal agencies to fix the issue in a timely manner, with as little stress to you as possible.
  
  With Audit Protection, you can breathe easy. We’ve got your back.
  
  Cost: $450 per tax year