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Flat monthly fees, agreed before we start.
No hourly billing and no invoice for asking a question. If the work grows beyond what we agreed, we tell you before we do it.
Three levels
Sole proprietor
Bookkeeping, annual return, quarterly estimates and unlimited questions.
$285 per month
Small business
Everything above, plus payroll for up to ten staff, monthly reporting and a year-end planning meeting.
$620 per month
Established company
Full-service accounting, multi-entity or multi-state filing, and four advisory meetings a year.
$1,450 per month
What can change the fee
- More than ten people on payroll
- Returns in more than two states
- A second or third entity
Each of these has a fixed addition, quoted in your proposal.
One-time work
Catching up books that are behind, setting up a new entity, or preparing a business for sale are quoted separately as fixed fees after we have looked at the records.
Leaving
You can end the engagement with thirty days' notice. The books are yours and you keep full access to the file.