Accounting Service Options (Pricing Varies)

FLEXIBLE & SCALABLE 
PRICING
 
Whether you’re a small business seeking foundational compliance or a more complex operation requiring ongoing financial management and planning, I offer support that scales with your needs. My tiers are designed to provide a full-cycle accounting experience, ensuring your monthly records are meticulously maintained and seamlessly integrated with your year-end tax requirements where appropriate.

Tier 1  

Compliance & Maintenance



Starting at $450 / month

  • QuickBooks Online subscription (included)
  • Monthly transaction processing & documentation management
  • Up to 150 transactions per month
  • Up to 4 bank / credit card accounts
  • Monthly reconciliation
  • Annual financial presentation  (Tax-Prep Ready)
* Annual Tax Preparation Credit: Includes a $150 Loyalty Credit toward in-house Federal and State tax filing.

Tier 2 

Financial Oversight & Reporting



STARTING AT $850 / MONTH

  • Everything in Tier 1
  • Up to 300 transactions per month
  • Unlimited bank and credit card accounts
  • Payroll processing through Gusto (up to 10 employees / contractors)
  • Monthly financial close
  • Monthly financial summary (written overview of financial activity and key observations)
  • Client portal communication (bookkeeping and reporting-related questions; excludes meetings and calls)
* Annual Tax Preparation Credit: Includes a $300 Loyalty Credit toward in-house Federal and State tax filing.

Tier 3  

Strategic Financial Management

GET STARTED


STARTING AT $1,250 / MONTH

  • Everything in Tier 2
  • Unlimited transactions
  • Bi-weekly transaction processing and review
  • Class or job-level tracking (projects, properties, cost centers, or revenue streams)
  • Ongoing financial statement management (Income Statement & Balance Sheet)
  • KPI monitoring and trend analysis
  • Budgeting and cash flow forecasting support
  • Monthly financial review meetings
  • Quarterly financial strategy sessions
* Annual Tax Preparation Credit: Includes a $500 Loyalty Credit toward in-house Federal and State tax filing.
*Tax Preparation Credits apply to active clients with 6+ months of consecutive service. This ensures your records are audit-ready and compliant before filing begins.

STAND-ALONE TAX SERVICES

Tax preparation services are available independently of ongoing bookkeeping or accounting packages.
 
Whether you work with me year-round or are seeking tax support only, I offer a structured, fully virtual process designed to handle tax compliance accurately and efficiently—without requiring a long-term service commitment.

Tax services are delivered through a registration-first intake process to ensure proper scoping, fit, and capacity for the season.

Tax Services May Include:

  • Individual and business income tax returns
  • S Corporation and partnership filings
  • Rental property reporting (Schedule E)
  • Multi-state filing, when required
  • Investor and K-1 coordination
  • Prior-year and catch-up filings, as applicable
All tax services are scoped and priced based on the information provided during registration.