Service Fee Estimator

Type of accounting service Reactive — after-the-fact

We close the books and prepare management reports after each selected reporting period. New-client onboarding may take up to four weeks.

Reporting period frequency

How often we close the books and prepare management financial reports.

Number of companies

Transactions per reporting period, per company or location

A transaction is generally a dated line item appearing in a business bank or credit-card account. Select the expected volume for each separate set of books.

Reconciled bank and credit-card accounts Select a transaction tier

1099 preparation and e-file services Select a transaction tier

Included with the subscription

Period-end close
Management financial statements
Year-end management report review
Secure online client portal
Year-round online support
One scheduled consultation per reporting period
Potential QuickBooks Online discount on eligible new accounts

New-client QuickBooks Online setup or tune-up: $450 per company, one time. This required onboarding charge is added to the project estimate.

Optional monthly add-ons Payroll coordination$100–$250 per month Sales tax filings$75–$200 per month

One-time catch-up work Catch-up bookkeeping$250–$500 per month behind

Choose the services you need

Transactional Bookkeeping Subscription Periodic bookkeeping, reconciliations, financial reporting, and year-round support Not selected

Income Tax Preparation Individual and business returns with selectable complexity Not selected

Tax Planning Ongoing planning with quarterly check-ins Not selected

Advisory & CFO Controller, forecasting, finance leadership, and scoped projects Not selected

IRS Representation Notices, audits, payment plans, settlements, and back returns Not selected