Pricing

Complexity of transactions

Your fee is dependent partly on the complexity of your business transactions — how often they happen and where they go — and the number of accounts you have and monthly transactions that occur.

Complexity of your business

As your business grows, its financial structure becomes more complex. The intricacies of managing your finances and ensuring an error-free and compliant tax return evolve with it.

Our meticulous approach to the details of your business — from the number of business locations to sales tax, loans, and bank accounts — ensures that your financials are accurate and organized, so you make great decisions for your business.

Number of bank accounts, loans, and credit cards

As part of your onboarding, we'll review your QuickBooks data. We're looking at the number of bank accounts, loans, and credit cards you have so that we understand the complexity of your financials.

Some businesses might only have one or two transactions on an account every month, while others have much more than that.

Sales tax management

Sales tax can be a complicated nuisance for business owners. We file sales tax as required, to save you time and headaches. We also do it to ensure accuracy – and to make sure it gets done.

It takes the burden off your shoulders so you can focus on what matters most to you.

Multiple business locations

If you have multiple business locations and want each location to have its own profit and loss statement, we'll do that for you. And, if you have a location in another state that requires an additional tax return, our team is equipped to file business, personal, and payroll taxes throughout the United States.

With a solid understanding of your financials and a proactive approach to planning, you'll have the confidence to make decisions that will take your business where you want it to go.