Accounting Service Options (Pricing Varies)

FLEXIBLE & SCALABLE 
PRICING
 
Whether you’re a small business seeking foundational compliance or a more complex operation requiring ongoing financial management and planning, I offer support that scales with your needs. My tiers are designed to provide a full-cycle accounting experience, ensuring your monthly records are meticulously maintained and seamlessly integrated with your year-end tax requirements.

Tier 1  

Compliance & Maintenance



Starting at $450 / month

  • QuickBooks Online subscription (included)
  • Monthly transaction processing & documentation management
  • Up to 150 transactions per month
  • Up to 4 bank / credit card accounts
  • Monthly reconciliation
  • Annual financial presentation  (Tax-Prep Ready)
* Annual Tax Preparation Credit: Includes a $150 Loyalty Credit toward in-house Federal and State tax filing.

Tier 2 

Financial Oversight & Reporting



STARTING AT $850 / MONTH

  • Everything in Tier 1
  • Up to 300 transactions per month
  • Unlimited bank and credit card accounts
  • Payroll processing through Gusto (up to 10 employees / contractors)
  • Monthly financial close
  • Monthly financial summary (written overview of financial activity and key observations)
  • Client portal communication (bookkeeping and reporting-related questions; excludes meetings and calls)
* Annual Tax Preparation Credit: Includes a $300 Loyalty Credit toward in-house Federal and State tax filing.

Tier 3  

Strategic Financial Management

GET STARTED


STARTING AT $1,250 / MONTH

  • Everything in Tier 2
  • Unlimited transactions
  • Bi-weekly transaction processing and review
  • Class or job-level tracking (projects, properties, cost centers, or revenue streams)
  • Ongoing financial statement management (Income Statement & Balance Sheet)
  • KPI monitoring and trend analysis
  • Budgeting and cash flow forecasting support
  • Monthly financial review meetings
  • Quarterly financial strategy sessions
* Annual Tax Preparation Credit: Includes a $500 Loyalty Credit toward in-house Federal and State tax filing.
*Tax Preparation Credits apply to active clients with 6+ months of consecutive service. This ensures your records are audit-ready and compliant before filing begins.

Advanced Tax & Compliance Needs

Supplemental Services

 
For businesses with additional complexity, I provide specialized tax support to ensure total compliance across all entities and jurisdictions. While my standard packages cover core filing, these supplemental services are tailored for more intricate financial structures:

  • S-Corp & Partnership Returns: Professional filing for multi-member and complex business entities.
  • Rental Property Portfolio Reporting (Schedule E): Specialized accounting for real estate investors, including depreciation tracking and expense allocation.
  • Multi-State Compliance: Filing and nexus oversight for businesses and investors operating across state lines.
  • Investor/K-1 Coordination: Strategic handling of partnership distributions and basis tracking.
  • Quarterly Strategy & Estimates: Proactive sessions to project tax liability and optimize your cash flow throughout the year.