Packages & Pricing.
Accounting & Taxes
Each package includes bookkeeping & support on a monthly basis, but you get to choose how often you want to receive the full financial reporting packet:
Select a Reporting Frequency:
Essentials
Ideal for businesses who need
accounting support
$395/Month
Essentials Includes:
Accounting Services
- Dedicated accounting team with
- Monthly Financial Reports:
- Balance Sheet
- Profit & Loss
- Statement of Cash Flows
- Year-End Financials for Tax Preparation
- Quickbooks Online (QBO) subscription
- Secure Online Portal
- Cloud Based File Storage
- Cloud Based Bill Pay
Encompass
Ideal for business owners that
need accounting & tax support
$595/Month
Everything in Essentials PLUS:
Accounting Services
- Dedicated accounting & tax team led
by a CPA
Tax Services
- Tax Planning During the Year
- Strategies to Reduce Taxes
- Retirement Planning Consultation
- Annual Income Tax Filing for Business
- Annual Income Tax Filing for Owner*
Wealth Management Services
- 10-Point Personal Financial Assessment
- Investment Tax Efficiency Review
Enterprise
Ideal for businesses with
more complex needs
Custom Pricing
Everything in Essentials &
Encompass PLUS:
Managerial Accounting Services
- Managerial Financial Reporting
- Payroll Services
- Sales Tax Services
Premium Services
- CFO Services
- Accounts Payable & Receivable Services
- Key Performance Indicator (KPI)Analysis
- Trend Analysis
- Business Planning & Budgeting
Wealth Management Services
- Business Retirement Plan Evaluation
- Personal Investment Analysis
Essentials
businesses
$295/Monthly
Essentials Includes:
Accounting Services
- Quickbooks Online (QBO) subscription
- Monthly Financial Reports*
- Dedicated team with
- Balance Sheet
- Profit & Loss
- Statement of Cash Flows
- Owner Tax Summary
- Secure Online Portal
- Cloud Based File Storage
- Cloud Based Bill Pay
- Year-End Financials for Tax
Encompass
that need more support
$495/Monthly
Essentials Includes:
Accounting Services
- CPA led-Team
- Tax Planning
- Payroll Service **
- Strategies to Reduce Tax Liability
- Trend Analysis
- Annual Income Tax Filing for Business
- Annual Income Tax Filing
Enterprise
Custom Pricing
Essentials Includes:
Accounting Services
- Managerial Monthly Financial Reports
- CFO Services
- Key Performance Indicator (KPI)
- Business Planning & Budgeting
- Sales Tax Assistance
- Accounts Payable & Receivable
Additional Services
Accounting and Tax Services
- Payroll Services
- Sales Tax Services
Wealth Management Services
- Comprehensive Financial Planning
- Investment & Retirement Income Management
- IRA’s, 401(k) Plans, Rollovers
- Social Security & Medicare Planning
*Subject to additional fees based on complexity
**Essentials & Encompass Plans are subject to thresholds on number of transactions, accounts, and employees; Businesses exceeding those thresholds would qualify for our Enterprise package.
Wealth Management
Our Fee Structure
We charge one all-inclusive annual management fee tiered by household assets under management and your specific circumstances. There are no account fees, no hidden fees, no trailing fees, and no trade commissions on ETF’s and equities.
Financial Planning
Comprehensive financial planning and retirement income planning is a core part of our offering and is included in our services at no additional cost. However, there are times when there are little or no assets to be managed or the relationship only calls for financial planning services. In these situations, we have the ability to charge an hourly rate.
