Packages and pricing
Three levels of support, priced by the work involved.
Every amount below is a starting point, not a quote. The final fee depends on your transaction volume, payroll, entity count, and the state of the existing records — and it is agreed in writing before any work begins.
Essential
Solopreneurs and early-stage businesses
$750/ month starting
Typically $750–$1,500 per month
- Monthly bookkeeping and reconciliation
- Payroll coordination
- Business return preparation
- Owner estimated payments
- Ongoing access for tax questions
Business
Small to mid-size operating businesses
$1,500/ month starting
Typically $1,500–$2,500 per month
- Everything in Essential
- Monthly financial reporting package
- S-corporation or partnership filings
- Proactive, year-round tax planning
- Owner compensation review
- Scheduled check-in calls
Enterprise
Mid-size, multi-entity, and multi-location owners
$2,500/ month starting
Starting at $2,500 per month
- Everything in Business
- Controller-level reporting and analysis
- Multi-entity and multi-location consolidation
- Multi-state filing coordination
- Structured advisory meetings
- Priority support during busy periods
Pricing shown is starting pricing for ongoing monthly engagements. One-time projects such as business formation, prior-period cleanup, or a standalone return are quoted separately.
What changes the fee
Four things determine where a business lands.
Transaction volume
A high-volume restaurant and a two-person consultancy do not require the same monthly effort, even with identical revenue.
Payroll complexity
Headcount, tipped employees, multiple pay schedules, and multi-state employees each add work to the monthly cycle.
Number of entities
Each entity carries its own books, filings, and reconciliations, and the relationships between them need to be maintained.
Condition of the records
If prior periods need cleanup before the ongoing work can start, that is quoted separately and only once.
Start the conversation
Your business deserves financial guidance that arrives before the decision has already been made.
Bring accounting, tax planning, payroll, and financial guidance into one relationship led by Mark Colella, CPA.