Pricing

Our Small Business Accounting Package is a complete solution to your day-to-day accounting troubles.

We work with you to accomplish tasks such as paying bills, payroll, and preparing tax returns, all completely online. We ensure your information is secure with our advanced, cloud-based technology so you can rest easy. Our systems communicate and document in real-time, saving you hours in the day.

Our collaborative team will evaluate your needs so we can provide you with personalized services. We even make training simple by working side-by-side with your team throughout the process.

Pricing image

How much it costs to
get where you want to be

Accounting
ESSENTIAL

Starting at

$300

per month

PLAN SUMMARY

  • Monthly Accounting
  • Annual tax review
  • Business tax preparation
  • QuickBooks support
  • Dext electronic receipt management 
  • Payroll powered by YPD (billed separately)

Accounting
PLUS

Starting at

$450

per month

PLAN SUMMARY

Everything in ESSENTIAL, plus:

  • Business/Tax Advisory
  • Profit First advisory (optional)
  • Monthly financial statements 
  • Custom management reporting (optional)
  • Sales tax return preparation
  • Precision accounting with accruals and payments
  • 1099 preparation and filing

Accounting
PREMIER

Starting at

$800

per month

PLAN SUMMARY

ESSENTIAL & PLUS, plus:

  • Monthly Business/Tax Advisory
  • Custom management reporting
  • Real-time bank & credit card account reconciliation
  • Bill.com bill processing (optional)

How we customize your quote 

 

How much does monthly accounting cost?

Know what you're paying for

As a small business owner, you're used to taking the reins and handling everything yourself. But let's face it, juggling too many tasks can leave you feeling overwhelmed and drained.

We can help lighten the load, allowing you to focus on what you do best. After all, time is money, and we want to help you save both.

Speaking of money... we know that transparency is important to you – you want to know what you're paying for and why. That's why we'll walk you through our pricing structure, tailoring a quote to fit your unique needs.

As a savvy business owner, you deserve to have a clear picture of what you're investing in, and we're here to make sure you do.

 

What factors influence monthly accounting rates?

Complexity of transactions

Your fee is dependent partly on the complexity of your business transactions — how often they happen and where they go — and the number of accounts you have and monthly transactions that occur. 

Complexity of your business 

As your business expands, the intricacies of managing your finances and ensuring an error-free and compliant tax return also increase. Our meticulous approach to analyzing the details, from the number of business locations to sales tax, loans, and bank accounts, guarantees that your financials are accurate and organized. We take pride in our attention to detail, and exploring your business's structure, monetary inflows and outflows.

Corporate & Partnership Return Preparation

Starting at $925

While we do not prepare entity tax returns for businesses outside of our Full-Service Packages, you may have auxiliary businesses that need filing, but do not need monthly accounting and tax planning services such as, real estate rental entities, management companies, and self-leasing companies. 

Audit Protection: 20% of the tax return cost

Accounting for these businesses is billed separately based on the number of transactions and complexity.

meeting with tax preparer (3)

Individual Tax Return Preparation

Our minimum fee for a personal 1040 tax return is $550.

If the return includes a Schedule C or Schedule E, the minimum fee is $825. 

WE ARE CURRENTLY WORKING WITH NEW CLIENTS FOR TAX YEARS 2023 AND FORWARD.

meeting with tax preparer (2)

Are you ready to build the business you've always wanted?

Schedule a discovery call.

LET'S TALK