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)
- Accounting activity and complexity
- Number of monthly transactions
- Number of bank, credit card, and loan accounts
- Number of third-party apps
- Annual revenue
- Number of business locations
- Add-on services
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.
Frequently Asked Questions
The cost of accounting services depends on your accounting activity and complexity. Your number of monthly transactions, bank accounts, credit cards, loans, third party apps, business locations, as well as revenue all factor into the cost. You may also want to include add-on services such as sales tax filings and payroll services that will affect the final total. Schedule a free consultation call with us today so we can discuss your business's needs.
Bookkeeping cleanup and prior year returns are typically charged on an hourly fee, depending on your situation and how much work needs to be done.
No, you do not need to pay extra for your annual filing. As a monthly business client, we'll handle your business tax filing without any additional cost.
If you'd like us to also handle your personal tax filing as well, we can give you a proposal for that as a separate fee.
It's important to note that managing your own accounting comes with potential risks including the possibility of errors, missed tax deductions, and compliance issues: all of which can lead to costly mistakes. For most growing businesses, hiring an accounting firm is a wise investment.
We work with business owners and affluent individuals looking for more proactive, comprehensive guidance from a CPA firm. If you want to improve your financial accuracy and position, as well as enjoy personalized tax saving strategies, we'd love the opportunity to talk with you.
The process of changing accountants is relatively simple, despite what your current accountant may tell you. Ideally, a switch will take place after a period close for a clean transition. But we understand that is not always possible and you can still rest assured that we can take over at any time without issue.