Frequently Asked Questions

We keep pricing simple and upfront. During onboarding, we review your books and tax filings, then use our pricing calculator to set a fixed monthly fee that covers ongoing accounting and year-end tax work.

• Monthly services: bookkeeping, bank reconciliations, financial statements, advisory support.
• Year-end services: business tax returns, 1099 filings, fixed asset tracking.

Most clients pay $450–$2,000 per month, depending on complexity.

Your fee reflects the size and complexity of your business. Key drivers include:

• Transactions: volume and how often they need to be split for accurate reporting.
• Accounts: number of bank accounts, credit cards, loans, assets, and payroll or tax liabilities.
• Tax filings: more than 14 deadlines a year for income, extensions, estimates, payroll, and sales tax.
• Locations: separate profit and loss needed for each business site or property.
• Employees: payroll, benefits, retirement plans, and insurance add complexity.

In short, the busier your financial picture, the more hands-on care it needs.

Most clients only pay their monthly fee, but there are a few situations where extras apply:

• Backwork: If books are behind, we’ll clean them up. Often we uncover missed deductions or unpaid invoices that save you money. Backwork is quoted as a percentage of your monthly fee times the number of months corrected.

• Onboarding Fee: Covers a structured process with a kickoff strategy session, 30/60/90-day reviews, client training, and a final walk-through of your financials so you understand the key numbers to track.

• Individual Tax Return (1040): Personal returns vary widely—from simple business-only income to complex portfolios with investments, real estate, or crypto. These typically range $750–$1,000.

We proudly serve a wide range of industries, including professional services, healthcare, skilled trades, real estate, and restaurants. Our team understands the financial nuances of each field, allowing us to tailor accounting and tax strategies that fit your specific business needs.

Our structured onboarding system is designed to make your transition smooth and stress-free. It includes an initial strategy session, 30/60/90-day reviews, and personalized training on how to manage new assets, track expenses, and read your financial statements confidently.

We combine accuracy, proactive planning, and personal connection. Unlike firms that focus only on year-end tax filing, we partner with you year-round to streamline your accounting, optimize taxes, and guide business decisions that lead to long-term success.