Business Consultation

Business Tax & Accounting
Service Pricing

What is your company’s annual revenue?

The Tax Subscription

$125/mo

  • Federal Business Tax Preparation
  • State Business Tax Preparation
  • Two Annual Tax Projections
  • Two Annual Tax Planning Meetings
  • Unlimited Phone & Email Support
  • Annual Review of Client Bookkeeping

Bookkeeping + Tax

$350/mo

  • Everything in Tax
  • QuickBooks Online Subscription
  • Monthly Bank Reconciliations
  • Monthly Card Card Reconciliations
  • Monthly Financial Statement Preparation
  • Monthly Financial Insight / KPI Report
  • Quarterly Financial Review Meetings

CFO Advisory

$700/mo

  • Everything in Bookkeeping + Tax
  • Annual Budgeting / Forecasting
  • Monthly Budget vs. Actuals Comparison
  • Bi-Weekly Financial Review Meetings
  • Weekly Bookkeeping & Balance Tracking

Need Payroll Support?
Get an Estimate for Our Add On Service.

Enter in your number of employees for a monthly quote to add to your bundle.

Schedule a Consultation (for Businesses Only)

Book a meeting below to see if your business and my team would be a good fit!

If you’re an individual looking for tax support, you can get a custom quote here.

Looking for Individual Tax Services?

Skip the stress and save your hard earned cash. Get a custom quote and see if we’d be a good fit as your tax partner this upcoming season.

Get a Custom Quote

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