Pricing

Service Package Solutions For Your Business

The Accountant
Starting at $ 295
Monthly
Xero Accounting Software
Monthly Bookkeeping
Monthly Financial Reports
Quarterly Video Conf. Meeting
 
 
 
 
 
 
 
 
 
The Advisor
Starting at $ 472
Monthly
Xero Accounting Software
Monthly Bookkeeping
Monthly Financial Reports
Monthly Video Conf. Meeting
Quarterly Tax Reduction Planning
Quarterly Tax Projections
One Business Tax Return
One Personal Tax Return
Limited IRS Representation
 
 
 
 
The CFO
Starting at $ 858
Monthly
Xero Accounting Software
Monthly Bookkeeping
Monthly Financial Reports
Monthly Video Conf. Meeting
Quarterly Tax Reduction Planning
Quarterly Tax Projections
One Business Tax Return
One Personal Tax Return
Comprehensive IRS Representation
Key Performance Metrics
Executive Business Dashboard
Goal Setting Dashboard
Budgeting & Cash Flow Projections

Additional Solutions

Pricing & Package FAQ’s

Will the starting prices listed above differ from my actual fee?

The pricing listed above represents our minimum starting fees. However, our prices are established on an individual client basis by considering several factors, including complexity and the overall scope of our engagement. Therefore, your actual fees may vary from the pricing listed above.


Can you assist with the preparation of a prior-year tax return or prior-year bookkeeping?

We can assist with the preparation of prior year returns or prior year bookkeeping. Our pricing will be based on your individual unique situation and the overall scope of our engagement.


Are there any additional charges or costs than what I see above?

If you have rental properties, investments, or additional state or local returns, we may charge additional fees. We will provide a detailed proposal based on your unique situation.