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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

Small Business Package Pricing

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?

 

What factors influence monthly accounting rates?

Business Consulting + Tax

Your Financials, Our Advice

Starting at $995/year for tax return preparation +
$350/month for consulting

There are times when a business does not require bookkeeping or accounting services outlined in our Small Business Accounting Packages. For those companies, we offer our Business Consulting + Tax service.

Since we will not be regularly reviewing and validating the business's financial records, it's essential that the business's books are impeccably maintained and error-free. Using your "squeaky clean" books, we'll provide you with comprehensive business and tax advice to help drive your success.

What's included:

  • Quarterly consulting meetings, utilizing your financial statements
  • Federal tax returns
  • State & local income tax
working with an accounting firm

Corporate & Partnership Return Preparation

Starting at $995

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)-1

Individual Tax Return Preparation

Our minimum fee for a personal 1040 tax return is $595.

If the return includes a Schedule C or Schedule E, the minimum fee is $895. 

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

meeting with tax preparer (2)

Schedule a discovery call.

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