Customized Accounting Packages

Chose your




Starting at


per month

Plan details:
  • Monthly Accounting
  • Report delivery by 25th of the month
  • Business Tax Preparation additional
  • Payroll is additional
  • Quickbooks tech support



Starting at


per month

Plan details:

Everything from CORE, plus:

  • Advisory: quarterly email, phone, and video meetings
  • Ongoing bookkeeping entries 
  • Payroll via Quickbooks Online with next day direct deposit
  • Weekly Cash Flow update 



Starting at


per month

Plan details:


  • Advisory: monthly meaningful meetings via phone or video
  • Report delivery by the 20th of the month
  • Accounts Payable management
  • Customized KPIs and Target Reporting

Individual Tax & Planning

Planning and preparation of owner’s personal State and Federal tax returns.

Starting at


per Simple Return

Audit Support and Letter Response Service

We will help you with IRS and State correspondence regarding your tax filings

Starting at



Budget Preparation & Business Insights

Budgeting, KPI & Target reporting, comparison of monthly budget vs actual reports.

$1000, plus



Business Valuation

Business Valuation to determine estimated value of your business.




Medical doctor Stefan Pentchev

Our medical office has been a client for over 15 years, during which we have enjoyed exceptional accounting and tax services. Knowing that we don’t have to think about bookkeeping and taxes allows us to focus on running our business. Highly recommended!

-Dr Stefan Pentschev, MD

FaQs about PRICES

Please contact us for a free no obligation consultation

What are our accounting fees?

To determine our fees, we’ll assess the volume and complexity of your requirements, and the estimate will be detailed in an engagement letter, remaining unchanged unless there are significant changes in processed transactions. 

What is our hourly rate?

We don’t bill by the hour instead, we offer a flat or monthly fee as part of our business services. 

What are our minimum tax return fees?

The fee is dependent on the return’s complexity and will be detailed in our engagement letter before doing any work. Typically, for individual clients, our minimum is $600 per return, while for business clients, fees start at $600/month and can extend up to $3000/month.

What is included in our packages?

Our all-inclusive packages cover accounting, bookkeeping, payroll, tax, and essential services, providing a convenient one-stop solution. In the rare event of an IRS inquiry, under our Audit Protection plan, we can handle all communications, and our team makes sure each client receives the required attention. 

Which industries do we cater to?

Our business services are tailored to medical, dental, and professional services clients, typically with employee counts ranging from 2 to 55. Our commitment to high standards and a strong work ethic drive client loyalty, evident in their return year after year.

How swiftly are reports/returns delivered?

We consistently aim for the completion of our services. While we strive to minimize turnaround time, factors such as document submission timing can introduce delays, especially during tax season. Delays, when they occur, are usually attributed to our clients’ timelines. Rest assured, we keep you informed of all due dates. Our objective for monthly and quarterly reports is to finalize them by the 15th of the month.

Have more questions about the plans?