Pricing

I deliver the best value possible with agreed-upon flat fees based on your individual needs.

The below prices are estimates* to give you an idea of what to expect. Discounts are available when multiple services are utilized. Click below to expand.

Bookkeeping & Business Review

Monthly/Quarterly Bookkeeping Services
Small Businesses starting at $150 per month

Quarterly Quickbooks Review and Reconciliation
Small businesses average per quarter $400 – $1,000

Annual Quickbooks Review and Reconcilliation
Small businesses average per quarter $600 – $1,500

Financial Statements

Quarterly Financial Statement Preparation
Small businesses average per quarter $400 – $1,000

Annual Financial Statement Preparation
Small business average $600 – $1,500

Money Coaching

This is how I help you get your financial life under control. It consists of 3 phases.

1. Defining your goals & evaluating your financial situation
2. Establishing a budget & making a plan
3. Implementing & monitoring the plan

There are 3 pricing levels depending on how in-depth we get and to what extent you want me to hold you accountable. Click below to learn more.

 

Learn More
New Business Set Up

Tax Identification Number      $100

S-Corporation Election      $200

New Quickbooks Set-Up      $400

Articles of Organization or Incorporation      $250
Does not include State Fee (varies by state)

Tax Preparation - Individual

Personal Federal Income Tax Preparation $100 – $400
1040 return and related statements, including cost of e-filing or mailing

Personal Federal AMENDED Income Tax Preparation $100 – $400
Amended 1040 return and related statements, including cost of mailing

Personal State Income Tax Preparation $100 – $300
Return and all related forms, including cost of e-filing or mailing

Personal Income Tax Review of Prior Years $100 – $300
Review of prior year tax returns to ensure accuracy

Tax Preparation - Business

Business Federal Income Tax Preparation $550 – $1400
1120, 1120s, 1065 and all related forms, including cost of e-filing or mailing

Business State Income Tax Preparation $400 – $900
Return and all related forms, including cost of e-filing or mailing

Sales Tax Return Preparation $100 – $150 per filing
Per state, per filing

Virtual CFO Services

The cost of hiring a full-time CFO can range from $120,000 to over $200,000 per year plus bonuses and benefits. My Virtual CFO services provide you with expert support at a fraction of that cost. Pricing depends on the specific business needs. Click below to learn more.

 

Learn More

*If you are a new business owner and feeling intimidated with the costs, contact me. I work with new business owners to keep prices manageable.

No one is too small of a fry for my firm.

To send payment, use one of the following methods