How Is Our Pricing Calculated?
Because each business is unique, we offer custom pricing for all of our clients. Below you will see the median monthly cost our clients pay for our business package and add-ons to give you a reference point. Schedule a free consultation call with us today so we can learn more about your needs and create a package that fits.
For Businesses
Small Business Package
Includes:
- Business taxes
- Bookkeeping
- Monthly Financial Statements
- Personalized financial guidance
- Tax projection
Starting at $750/month
(Our median client pays $1250/m)
For Individuals
Tax & Wealth Management Package
Includes:
- Wealth management services (through in-house partner firm Robare & Jones Wealth Management)
- Personal tax plan & strategies
- Tax preparation and filing
Add-On Services
Sales Tax
Median monthly $150 per return
Payroll
Can vary vastly and depends on # employees, # payrolls per year - monthly fee is $10.50 per employee plus $5 per pay run x 12.
Ex. Bi-weeky payroll for 2 employees the monthly fee is 151.00 per month. We outsource so there is also a small service fee from the provider.
Personal Taxes
Personal Taxes are based on a fee schedule and paid annually.
Wealth Management
Through our partner firm Robare & Jones Wealth Management. Fee based on percentage of assets under management.
Finances can be complicated.
But working with us isn’t.
Discovery
We'll hop on a free consultation call where you tell us about your business and financial goals.
Proposal
You'll receive a custom proposal with the accounting services that best fit your needs.
Onboarding
Upon signing, we'll start the process of managing your finances and setting you up for success.