Customized Accounting Packages

Choose Your



Starting at


Monthly close by 20th

Plan details:
  • Monthly Accounting
  • Report delivery by 25th of the month
  • Business Tax Preparation additional
  • Payroll is additional
  • Quickbooks tech support


Starting at


Monthly close by 20th

Plan details:

Everything from Core, plus:

  • Advisory: quarterly email, phone, and video meetings
  • Ongoing bookkeeping entries 
  • Payroll via Quickbooks Online with next day direct deposit
  • Weekly Cash Flow update 


Starting at


Monthly close by 15th

Plan details:

Core & Advanced, plus:

  • Advisory: monthly meaningful meetings via phone or video
  • Report delivery by the 20th of the month
  • Accounts Payable management
  • Customized KPIs and Target Reporting

Individual Tax & Planning

Planning and preparation of owner’s personal State and Federal tax returns.

Starting at


per Simple Return

Audit Support and Letter Response Service

We will help you with IRS and State correspondence regarding your tax filings

Starting at



Budget Preparation & Business Insights

Budgeting, KPI & Target reporting, comparison of monthly budget vs actual reports.

$1000, plus



Business Valuation

Business Valuation to determine estimated value of your business.





Please contact us for a free no obligation consultation

In order to estimate our fees we would need to determine the amount and complexity of your requirements. We will estimate our fees in an engagement letter and will stand by our promises as long as there are no significant changes in transactions processed. The easiest way to estimate our fees would be from your last year accounting services. We update our fees once a year and make updates as required.

We do not charge by the hour. Instead we charge a flat fee or a monthly fee as part of hour business services. This is because the work varies not only by the amount of time it takes to complete, but also because of its complexity.

The fee depends on the complexity of the return and will be estimated before we start work in our engagement letter. In general, for individual clients our minimum is $600 per return and for business clients our fees start from $600/month and can reach $3000/month.

Our packages include accounting, bookkeeping, payroll, tax and everything necessary to make our service a one-stop-shop. We can also get involved in communication with the IRS, in the unlikely case you receive an inquiring letter. By combining our years of experience and the expertise of our staff, we assure that every client receives the analysis and attention they deserve.

We focus our business services on medical, dental and professional services clients that usually have between 2 and 55 employees.

We always strive to finish our services as quickly as possible, however, depending on the timing of your document submission, delays may occur, especially during tax season. In most of the cases delays are due to delays on our clients side, but in all cases you will be informed beforehand of our due dates. For our monthly and quarterly reports, our goal is to have them finished by the 15th of the following month. 

Have more questions about the plans?