Plans & Pricing
We work with service-based businesses with up to $10M in revenue. Although we serve clients in a variety of industries, we work primarily with medical professionals including dentists, chiropractors, and physicians.
❖ Get Clarity
❖ Feel confident
❖ Achieve your goals
Business Plans
CFO
Starts at $4395/month
Add’l $95/mo for every $250k in revenue over $1M
Only 3 spots left!
Best For: Businesses over $1M in revenue. Not ready to hire a finance professional internally? Hire us! Get clarity with your numbers, feel more confident in your decisions, & improve cash flow.
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Accountant plan plus…
Highest level of priority and fastest response time
Unlimited phone, email, and in-person support
Scheduled monthly financial health checkups
Custom Financial Dashboard
Cash flow forecasting, planning, and strategy implementation
Advice and counsel for making decisions
Proactive communication
IRS & State audit support
Accountant
Starts at $695/month
Add’l $95/mo for every $250k in revenue over $500k
Best For: Businesses over $250k in revenue. We’ll take care of your tax and accounting requirements so you can focus on the things you actually want to do in your business. Free up your time and sleep better at night knowing that we’ve got you covered.
Most Popular
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Tax Preparation
Form 1040 tax return
Corporate tax return
1099 preparation
Quarterly estimate calculation
Support
Tax projections throughout the year
Two financial health checkups each year
Support with IRS letters and notices
Unlimited phone & email access for quick questions
Faster response time and increased priority
Document storage & file sharing
Bookkeeping
Monthly bookkeeping & account reconciliation
Monthly financial statements
Payroll
Direct Deposit
Payroll Tax Filings
State Filing Requirements
Business entity report
Tangible business property tax report
Workers comp true up report
Unclaimed funds report
Sales tax
Taxes Only
Starts at $195/month
*Available for SMLLCs and businesses under $250k in annual revenue.
Best For: New business owners. This plan offers the most cost effective solution, is flexible, and gives you time to get your footing before making a larger commitment.
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Tax Preparation
Form 1040 tax return
Corporate tax return (revenue under $250k only)
1099 preparation
Quarterly estimate calculation
Support
Tax projections throughout the year
Annual meeting
Support with IRS letters and notices
Unlimited email access for quick questions
Document storage & file sharing
Save 15% with an annual subscription!
What you want…
To focus on the things you do well and not payroll, taxes, or accounting work.
To understand your numbers and know what to expect when making decisions.
To feel in control of your business and not feel lost.
How we get you there…
We start with an initial review and set up your account to begin with a strong foundation.
We’ll record all of your transactions and stay in constant communication throughout the year.
During our yearly meetings. We’ll review your numbers, provide guidance and support, and let you know what to expect at tax time.
CFO Plan Clients: We’re your outsourced finance team. When you want to know if you should hire another employee, expand to a new location, or how best to present numbers in preparation to sell your business, we’re here to help.
Are We A Good Fit?
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We are currently accepting new business clients. Unfortunately, we are not accepting clients without a business at this time.
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Of course! We charge $195 for dependent returns.
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Unfortunately, we do not work with non-profits at this time. We can however provide some referrals if you’re interested.
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TaxDome is our primary client portal system. We’ll set you up with an account during onboarding. You will use this to access your tax returns, send documents to us, and communicate with out team. A mobile app is available as well which many people find convenient and useful.
During the onboarding process, you’ll need to accept our engagement letter and set up your payment method through out billing system (Anchor) as well.
Accounting clients will need to provide us with read-only access to their bank and credit card accounts so that we can pull statements each month. This is required within the first 30 days of onboarding.
A QuickBooks account is also required but not necessary for you to use. It’s primarily for our internal use.
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Tax Dome is our primary client portal system. We use it for document storage, file sharing, chat messaging, and more. There’s even an app that you can download!
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If you’re starting a new business and you’ve chosen the Taxes Only plan, we would not recommend using QuickBooks. We would instead recommend using an Excel spreadsheet or pen and paper to track your income and expenses. Once you are on the Accountant plan, we will set up a QuickBooks Online subscription which we will use internally.
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Our firm offers convenient software solutions such as TaxDome for uploading documents and accessing returns. We offer texting in addition to phone calls. We’re able to meet via Zoom in place of in-person meetings. Everything we do is meant to make it easier for you to work with us. However, if you are more comfortable doing things in person or through mail, we can certainly work with that as well.
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All plans are invoiced on the 1st of each month and auto-debited the following week. You will receive an email from our invoicing system (Anchor) to accept the agreement and set up your payment method.
For ad hoc services or in person items, we accept cash, check, and credit.
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Yes! We offer a 15% discount for annual subscriptions. Instead of making a payment each month, you can pay for 12 months upfront and receive a 15% discount on the annual cost of your tax and accounting services.