Pricing
Fixed-fee quotes after a brief scope call.
Every engagement is scoped around complexity, transaction volume, state footprint, deadlines, and the quality of the records available.
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Monthly accounting
Quoted monthly based on transaction volume, payroll, sales tax, AP/AR, entities, and reporting needs.
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Tax preparation
Quoted by return type, states, entities, K-1s, rentals, equity compensation, and cleanup required.
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Planning and advisory
Scoped as quarterly advisory, one-time planning, or project work depending on the decision timeline.
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Consulting projects
Fixed fee based on deliverables, access needed, expected timeline, and implementation complexity.
Get a written quote before work begins.
A free 30-minute consult is enough to identify the likely scope and whether the engagement is a fit.