Built to deliver more than reports—built to drive results.
Transparent Pricing for Small Business Accounting
Our pricing isn’t one-size-fits-all—because your business isn’t either. We tailor our monthly accounting packages based on complexity, goals, and the level of support you need. No surprises, no fluff—just the numbers and strategy to keep you on track.
Our Small Business Accounting Package is a complete solution to your day-to-day accounting troubles.
We work with you to accomplish tasks such as paying bills, payroll, and preparing tax returns, all completely online. We ensure your information is secure with our advanced, cloud-based technology so you can rest easy. Our systems communicate and document in real-time, saving you hours in the day.
Our collaborative team will evaluate your needs so we can provide you with personalized services. We even make training simple by working side-by-side with your team throughout the process.
Monthly Accounting Packages
Tailored to Your Business
Accounting
ESSENTIAL
Typical range
$500 to $975
per month
PLAN SUMMARY
Monthly Accounting
Business tax preparation
QuickBooks support
Dext electronic receipt management
Payroll powered by YPD (billed separately)
Accounting
PLUS
Typical range
$750 to $2,031
per month
PLAN SUMMARY
Everything in ESSENTIAL, plus:
Business/Tax Advisory
Profit First advisory ($)
Monthly financial statements
Custom management reporting ($)
Sales tax return preparation
1099 preparation and filing
Accounting
PREMIER
Typical range
$1,313 to $8,692
per month
PLAN SUMMARY
ESSENTIAL & PLUS, plus:
Monthly Business/Tax Advisory
Custom management reporting
Real-time bank & credit card account reconciliation
Full accrual accounting
Bill pay processing
Bill.com (BILL)
Real Life Pricing Examples
Pricing is based on the complexity of your business, your goals, and what you
need to take your business where you want it to go.
Industry
Automotive Repair
Service Level
PREMIER + Bill Pay
Complexity
Employees
23
Annual Revenue
$5,800,000
Monthly cost
$6,798
Industry
Medical
Service Level
PLUS
Complexity
Employees
1
Annual Revenue
$1,000,000
Monthly cost
$450
Industry
Medical
Service Level
PLUS
Complexity
Employees
45
Annual Revenue
$7,300,000
Monthly cost
$2,754
Industry
Construction
Service Level
PLUS
Complexity
Employees
6
Annual Revenue
$2,200,000
Monthly cost
$794
Industry
Transportation
Service Level
ESSENTIALS
Complexity
Employees
1
Annual Revenue
$900,000
Monthly cost
$350
Industry
Restaurant
Service Level
PLUS
Complexity
Employees
93
Annual Revenue
$4,755,000
Monthly cost
$4,126
Industry
Automotive Repair
Service Level
PLUS
Complexity
Employees
26
Annual Revenue
$4,300,000
Monthly cost
$1,542
How We Customize Your Quote
How much does monthly accounting cost?
-
Know what you're paying for.
As a small business owner, you're used to taking the reins and handling everything yourself. But let's face it, juggling too many tasks can leave you feeling overwhelmed and drained.
We can help lighten the load, allowing you to focus on what you do best. After all, time is money, and we want to help you save both.Speaking of money... we know that transparency is important to you – you want to know what you're paying for and why. That's why we'll walk you through our pricing structure, tailoring a quote to fit your unique needs.
-
Let's talk real numbers.
The way we quote is pretty simple. It begins with two fundamentals:
Monthly – the complexity of your monthly financial activity and the complexity of your financial statements
Yearly – the complexity of your tax return
We have a fixed monthly fee. Here's what's built into this fee:
- Monthly profit and loss statement
- Monthly balance sheets
- Monthly bank reconciliation
- Business tax work
- Sales tax filings
- Advisory meetings
The fee for most businesses, depending on activity and complexities, ranges from $500 to $2,000 per month.Your fee is set when we begin our partnership and is reviewed annually, as the volume of your accounting activity and other variables can evolve.
What factors influence monthly accounting rates?
-
How complex is your business?
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.
-
Tell me more about the complexities?
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.
Are there other costs I should know about?
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Backwork
Keeping your books in order is essential for making informed decisions about your business. That’s where Backwork comes in—we’ll take a deep dive into your financial records to make sure everything is accurate and up to date. As we review, we often spot missed opportunities that could save you money and correct any errors that might be affecting your financial picture.
Many business owners think their books are in good shape, but we often uncover issues like miscategorized expenses, unrecorded transactions, or missed tax deductions that can have a big impact on your bottom line.Cost: Monthly fee x the number of months of backwork needed to clean your books.
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Onboarding
Our 90-day onboarding process is designed to help us get to know each other in the most efficient way possible. To provide the best service, with proactive advice, it's important that we understand you and your business. It's equally as important that you are comfortable with your accounting team and feel confident that we are here to help you make informed decisions and develop strategies for long-term growth.
The Five Stages of Onboarding
The Kickoff Call
Begin your journey with us by meeting your dedicated onboarding team. During this call, we’ll introduce you to our client portal and communication tools, ensuring that you have all the resources you need to stay connected with us.
Initial Strategy Session
In this session, you'll meet with your accounting team to share the financial story of your business. This helps us tailor our services to your specific needs and set the foundation for a successful partnership.
QBO + Dext Training
Learn the best practices for accurate and simple financial reporting. We’ll guide you through capturing and storing receipts, invoices, and bank statements, making sure you're equipped for seamless financial management.Backwork—Behind the Scenes
While you focus on your business, we'll be working diligently behind the scenes to clean up your historical data. As described in the Backwork section above, the fee for backwork is calculated: Monthly fee x the number of months of backwork needed to clean your books.
Financial Statement Review
At the end of the onboarding process, we’ll review your newly updated financial statements together. This review ensures that we're aligned on your goals and that you have the insights needed to make informed decisions moving forward.
Cost: $2,500 (+ backwork)
-
Year End
Business Tax Return Preparation + Filing
Accurate year-end reporting is essential for meeting tax obligations and avoiding costly mistakes. But tax planning doesn’t just happen at year-end. By looking ahead throughout the year, we help you take advantage of deductions and tax-saving strategies before deadlines pass.
We prepare and file your business tax returns in line with current laws—keeping you compliant, reducing risk, and helping your business hold on to more of what it earns.
Notices + Audit Protection (NAP)
Included with your Year-End Fee, NAP provides support if your business receives a tax notice from the IRS or your primary state tax agency.
As tax authorities rely more on automation, notices are becoming more common—even when filings are accurate. These letters can be confusing, and if ignored, may lead to penalties or further action.
You might receive a notice about:
- A mismatch in payroll tax filings, like 941s or W-2s (when payroll is processed through YPD)
- Sales tax reporting issues or rate discrepancies
- Estimated payments that don’t match what was expected
- Disputes over deductions, credits, or income classification
- Identity verification or suspected business-related fraud
When a notice arrives, we review it, explain what it means, and handle the response. If your business is audited or affected by tax-related identity theft, we represent you and work toward resolution.Cost depends on your business size, structure, and the number of states in which you operate.
NAP support is limited to notices from the IRS and the primary state where your business operates.
Corporate & Partnership Return Preparation
Starting at $1,750
While we don’t prepare entity tax returns for businesses outside of our Full-Service Packages, we do file for auxiliary entities that don’t require monthly accounting or tax planning—such as rental property entities, management companies, or self-leasing companies.
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