Standardized Pricing for Services
New Clients
$1195
COMPREHENSIVE CONSULTATION
After completing the intake form, we help design a plan specifically to your needs
$1195
$800
ONBOARDING
Collecting, organizing pertinent information and implementing the approved plan
$800
Ongoing Services
$250
/
mo
MONTHLY ADVISORY
Set aside 1 hour a month to evaluate, improve and educate
$250
/
mo
$250
/
hr
ADDITIONAL SUPPORT
When extenuating circumstances arise
$250
/
hr
$375
/
quarter
QUARTERLY ADVISORY
Set aside 1.5 hours every quarter to evaluate, improve and educate
$375
/
quarter
$375
/
hr
ADDITIONAL SUPPORT
When extenuating circumstances arise
$375
/
hr
ACCOUNTING
$250
/
mo
Bookkeeping (Monthly Advisory Client)
$250
/
mo
$250
/
quarter
Quarterly Payroll (Monthly Advisory Client)
$250
/
quarter
$1125
/
quarter
Bookkeeping (Quarterly Advisory Client)
$1125
/
quarter
$375
/
quarter
Quarterly Payroll (Quarterly Advisory Client)
$375
/
quarter
$300
1040 (no state/itemized)
$300
$400
1040 (state/itemized)
$400
$250
Schedule C (per SMLLC)
$250
$250
Schedule E (per investment)
$250
$1250
1120S (per K-1)
$1250
$1000
1065 (per K-1)
$1000
$250
941 (Single owner S-Corp)
$250
$300
940 w/ W-2s (single owner S-Corp)
$300
$250
/
$375
Additional Hourly
$250
/
$375