Accounting services should always be strong and reliable; sound in bookkeeping regarding safekeeping information, sound in reporting allowing you to learn about your business and to remain compliant, and sound in tax planning, allowing you to account for all of your taxes so you are not paying too much or too little to avoid future issues and maximize your cash flow usage during a given periods. These services can be curated for your business and/ or personal.
Please book a meeting with us to discuss your situation and what approach makes the most sense for you.
We customize our services based on your needs and our rates vary based on billable hours and other factors. For the beginning of every client relationship, we bill an hourly rate for our base services for the first 3 months or first quarter. We won’t ding you for minimal research time nor reasonable service calls or responses to emails. Our hourly rate begins at $225. Following the initial 3 months, you then have the option to continue on a 'as needed basis' or to continue on a fixed fee subscription. The fixed subscription fee is based on the average expected amount of work per month or quarter. We provide a 5% discount to clients who commit to this program
For our value pricing add-ons, these fees charged are subjective to multiple factors, such as: organizational size, revenue, impact, urgency, other services being rendered, etc.
Special Offering for Wealth Management Clients
For clients that participate in wealth management services, we offer a significant discount to the aforementioned to keep your strategic business with us. The client must either (a) purchase/down pay private or enterprise financial planning services, and/or (b) allow us to service the company's employer sponsored retirement plan. Our hourly rate is decreased to $150 per hour and the fixed rate fee discount rules still apply as previously mentioned.
If you are to begin as an accounting or bookkeeping client only, and you choose to commit to financial planning relationship at a later date, you have until December 31st or three months into the following year, depending on when you sign up, for this discount to be recognized and applied. A dollar-for-dollar credit or refund for the difference will be applied to your account for arrangement.