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Services

What you get, and equally, what you do not.

The exclusions matter more than the inclusions. An accountant who will not tell you where the scope ends is going to surprise you with an invoice.

Books

From $340 / month

Freelancers and consultants with one revenue stream.

Included

  • Monthly bank and card reconciliation
  • Monthly profit and loss, and balance sheet
  • Quarterly estimate calculations
  • Personal return preparation
  • Email questions answered within one business day

Not included

  • Payroll
  • Sales tax filings
  • Multi-state returns
  • Cleanup of prior-year books, quoted separately

Books and payroll

From $680 / month

Small companies with up to about twenty employees.

Included

  • Everything in Books
  • Payroll processing, up to 20 employees
  • Quarterly payroll returns and annual W-2s
  • 1099 preparation and filing
  • Business return preparation
  • A scheduled call each quarter

Not included

  • Benefits administration
  • Multi-state payroll registration, set up at cost
  • Sales tax in more than two states

Advisory

From $1,250 / month

Companies up to 100 employees who need someone in the room.

Included

  • Everything in Books and payroll
  • Monthly management reporting with commentary
  • Cash-flow forecasting
  • Entity and compensation structure review
  • A scheduled call each month
  • Unlimited ad-hoc questions

Not included

  • Audit representation, quoted per engagement
  • Transaction due diligence
  • Valuation work

One-off work, for people who do not want a monthly package.

Books cleanup
Bringing a neglected or miscategorised set of books up to date. Quoted after we look at the file, because the honest range is anywhere from two hours to two weeks.
Quoted after review
Entity setup coordination
Formation filings, EIN, and getting your accounting and payroll set up correctly from the start. Cheaper than fixing it in year two.
From $850
Business tax preparation
For clients who do their own bookkeeping and want the return prepared properly. We will tell you if the books need work first.
From $1,400
Financial statements
Compiled statements for a lender or a landlord, prepared to the standard they actually asked for rather than the one they said.
From $600
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