Small Business Accounting: Pricing Overview

Are there other costs I should know about?

• Backwork

  Backwork is how we help you reset your books and start with clean, accurate financials. We dig into your records, correct errors, and bring everything up to date. Along the way, we often uncover things like missed deductions, miscategorized expenses, or unrecorded transactions—issues that quietly throw off your reports. And when your reports aren't accurate, it's harder to budget, plan ahead, or make informed decisions.

  Even if everything looks fine on the surface, there’s often more to clean up—and doing so can lead to real savings.

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

  

• Onboarding

  Our onboarding process is designed to do more than just set up your account—it sets the tone for how we work together. In the first 90 days, we’ll get your books in shape, align on your goals, and make sure you have the tools and insight to make better business decisions from day one.

  The Five Stages of Onboarding

  The Kickoff Call 
  Meet your onboarding team and get introduced to the tools we’ll use to stay connected. We’ll walk you through the timeline, expectations, and portal access so you know exactly what’s coming next—and what’s needed from you.

  Initial Strategy Session
  This isn’t just about collecting data—it’s about understanding the story behind your numbers. We’ll talk through how your business operates, what challenges you’re facing, and where you’re headed, so we can tailor our support to your goals.

  QBO + Dext Training 
  We’ll show you how to use QuickBooks Online and Dext effectively, so you’re set up for smoother, more accurate reporting. These tools make it easier for you to stay organized without needing to micromanage the accounting process.

  Backwork—Behind the Scenes
  While you focus on running your business, we’ll be cleaning up and correcting historical financial data—bringing everything up to date so your reports are accurate and your foundation is solid.

  Financial Statement Review 
  We’ll walk through your updated financials together, answer questions, and make sure you understand how to use these reports to track performance, spot trends, and 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 you receive a notice, 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.

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

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