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ACCOUNTING SERVICES

Business and personal bookkeeping and accounting services are provided as a separate engagement from tax services, depending on the size, scope, and length of the project. Please note that write-up projects, such as year-end accounting summaries for use in preparing a business tax return, are often billed as part of preparing the tax return and not as a separate accounting services engagement.


Separate accounting/bookkeeping engagements encompass more substantial services rendered throughout the year. Our tiers of business accounting services are outlined below, and similarly with tax services, these are intended to provide fee ranges for varying levels of work:

Credit Assessment

Limited-Service Accounting:

  • Bookkeeping and bank reconciliations for a few bank accounts and credit cards.

  • State and local excise tax reporting

  • Internal reporting to owners/management

  • Best for single owner/employee businesses with limited compliance requirements and one primary source of revenue

  • Average price range: $300-500 per month

Full-Service Accounting:

  • Bookkeeping and bank reconciliations; multiple sales platforms and POS systems

  • Payroll administration

  • State and local excise tax reporting

  • Accounts receivable and payable management

  • Applies to companies with more frequent compliance requirements and diversified revenue streams

  • Federal and state income tax return preparation, tax advising and strategy implementation; business and owner income tax liability management, tax projections

  • Average price range: $500-1,500 per month

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Controller:

  • All services included in full-service engagements plus...

  • Business strategy and advisory services – being a part of your management team, with monthly finance meetings and check-ins

  • Assistance with back-office automations and technology management

  • Price range: $1,500+ per month

CFO:

  • All services included in controller-level plans plus…

  • Weekly meetings – business strategy, goal setting, coaching

  • Key performance indicator (KPI) development and tracking

  • More advanced automations and technology management

  • HR administration and consulting, establishing personnel policies, related support

  • Price range: $5,000+ per month

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