Monthly Accounting & Advisory

Monthly services are designed for business owners who want organized books, tax-ready records, and year-round CPA guidance. Packages may include bookkeeping review, reconciliations, financial statement review, payroll coordination, estimated tax planning, owner compensation planning, and tax return preparation depending on scope.

Depending on your needs, monthly services may include:

Bookkeeping review
QuickBooks Online cleanup and support
Monthly or quarterly financial review
Payroll coordination
Estimated tax planning
Owner compensation planning
Year-end tax planning
Tax return preparation coordination
General business advisory

Pricing

Monthly packages are customized based on transaction volume, number of accounts, payroll, sales tax, cleanup needs, entity structure, and tax complexity.

Tax return preparation is included only when specifically stated in the engagement letter. More complex returns, multi-state filings, trusts, estates, amended returns, cleanup projects, and special tax consulting may be billed separately.

Package:

Tax Return Preparation:

Starting Price:

Tax Return Preparation:

Starting Price:

Tax Return Preparation:

Monthly Accounting

Starts at $600/month

Tax Return Preparation:

Starts at $600/month

Billed separately

Starts at $600/month

Monthly Accounting + Business Tax

Business return included when specified in the engagement letter

Monthly Accounting + Business Tax

Starts at $900/month

Business return included when specified in the engagement letter

Monthly Accounting + Business Tax

Business return included when specified in the engagement letter

Monthly Advisory + Business & Individual Tax

Business and owner individual return may be included depending on scope

Business return included when specified in the engagement letter

Starts at $1,200–$1,500+/month

Business and owner individual return may be included depending on scope

Monthly Accounting & Advisory

Depending on your needs, monthly services may include:

Pricing

Package:

Tax Return Preparation:

Starting Price:

Starting Price:

Tax Return Preparation:

Starting Price:

Tax Return Preparation:

Tax Return Preparation:

Tax Return Preparation:

Monthly Accounting

Starts at $600/month

Tax Return Preparation:

Starts at $600/month

Starts at $600/month

Starts at $600/month

Billed separately

Starts at $600/month

Starts at $600/month

Monthly Accounting + Business Tax

Business return included when specified in the engagement letter

Monthly Accounting + Business Tax

Starts at $900/month

Business return included when specified in the engagement letter

Monthly Accounting + Business Tax

Business return included when specified in the engagement letter

Business return included when specified in the engagement letter

Business return included when specified in the engagement letter

Monthly Advisory + Business & Individual Tax

Business and owner individual return may be included depending on scope

Business return included when specified in the engagement letter

Starts at $1,200–$1,500+/month

Business and owner individual return may be included depending on scope

Business and owner individual return may be included depending on scope

Business and owner individual return may be included depending on scope

Business and owner individual return may be included depending on scope

Business and owner individual return may be included depending on scope

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