Accounting Service Packages
We provide a range of tailored accounting service packages designed to meet the unique needs of businesses at every stage of growth. Whether you are a startup just getting off the ground, a small business seeking efficient bookkeeping and payroll solutions, or a larger company requiring advanced CFO services and strategic tax planning, our packages are structured to support your specific financial goals and operational requirements. Our flexible approach ensures that businesses of all sizes receive the precise level of support needed to thrive and succeed.
Foundation
Essential bookkeeping and annual planning
Included:
Monthly basic bookkeeping
Annual business and tax-planning meeting with a CPA
Reconciliation of up to five bank, credit card, and loan accounts
Additional accounts: $50 per account, per month
Best for:
Small, established businesses that need accurate bookkeeping and an annual planning touchpoint but do not require ongoing financial analysis.
Prices starting at $300/month
Financial Clarity
Quarterly financial review and controller-level insight
Included:
Everything included in Foundation
Quarterly financial statement review and reporting
Quarterly controller-level oversight and insight based on historical results and trends
Best for:
Business owners who want more than accurate books and would benefit from quarterly help understanding profitability, expenses, cash flow, and historical financial trends.
Prices starting at $400/month
Business Momentum
Monthly financial review and reporting
Included:
Everything included in Financial Clarity
Monthly financial statement review and reporting
Monthly controller-level oversight of financial performance and trends
Best for:
Growing businesses, businesses with fluctuating cash flow, or owners who need timely monthly financial information to make operational decisions and identify concerns sooner.
Prices starting at $700/month
Strategic Ascent
Monthly financial oversight with semiannual strategy
Included:
Everything included in Business Momentum
Two business and tax-planning meetings per year with a CPA
Goal setting, projections, brainstorming, and problem-solving
Best for:
Business owners who are beginning to plan more intentionally and want periodic CPA guidance around growth, profitability, taxes, and major business decisions.
Prices starting at $1,000/month
Summit Advisory
Monthly financial oversight with quarterly strategy
Included:
Everything included in Strategic Ascent
Quarterly business and tax-planning meetings with a CPA
Regular review of goals, projections, opportunities, and potential challenges
Best for:
Established or rapidly growing businesses that regularly make financial, hiring, investment, or tax- planning decisions and want proactive guidance throughout the year.
Prices starting at $1,500/month
Guiding Light
Monthly financial oversight and strategic CPA partnership
Included:
Everything included in Summit Advisory
Monthly business and tax-planning meetings with a CPA
Ongoing goal setting, forecasting, brainstorming, and strategic problem-solving
Best for:
Business owners who want a highly involved CPA advisory relationship and consistent support navigating growth, cash flow, profitability, taxes, and major business decisions
Prices starting at $2,500/month
Add-On Services
Pricing varies by volume and requirements
Federal Tax Returns - from $100/month
When bundled with bookkeeping; rentals are charged separately.Payroll Support + WA L&I - $250/month
Payroll support provided through QuickBooks.Prevailing Wage Compliance - from $250/month
Accounts Payable - Custom pricing
Bill.com support; in-house check cutting available upon request.Controller-level support - $200/hour
Individual Tax Returns - from $50/month
Available when the federal tax return add-on is selected and business income is primary. Additional schedules may increase pricing.Excise Tax Payments - $100/month
Job Costing - from $150/month
Accounts Receivable - Custom pricing
Partial CFO Support - $350/hour
Need something different?
Custom packages can be designed around your volume, systems and specific requirements.