Monthly plans starting at $225 per month.
Why go monthly?
We are breaking the mold of a traditional accounting firm by offering an all-encompassing fee structure.
Save Money
Avoid the high costs of a full time accountant
Stay Agile
Quickly change course with your business
Scale Effectively
As your business grows so can our services
Monthly Plans
*Save 10% on annual plans.
Start Up
Starting at $250/mo.
Included:
✔️Full accounting services (up to 100 trans./mo.)
✔️Quarterly financial statement review
✔️Two meetings per year
✔️QuickBooks Online training (up to 3hr./mo.)
✔️Business tax return ($1000 value)
✔️$100 off personal tax returns for shareholders
✔️Unlimited email support
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Not included:
❌ Tax planning/advisory
❌ Business consulting
❌ Payroll
❌ Sales tax filing
❌ Personal tax returns
❌ Audit/attestation
Business
Starting at $500/mo.
Included:
✔️Full accounting services (up to 250 trans./mo.)
✔️Quarterly financial statement review
✔️Quarterly meetings
✔️QuickBooks Online training (up to 3hr./mo.)
✔️Business tax return ($1000 value)
✔️$100 off personal tax returns for shareholders
✔️Unlimited email support
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Not included:
❌ Tax planning/advisory
❌ Business consulting
❌ Payroll
❌ Sales tax filing
❌ Personal tax returns
❌ Audit/attestation
Growth
Starting at $1000/mo.
Included:
✔️Full accounting services (up to 500 trans./mo.)
✔️Monthly financial statements
✔️Bi-monthly meetings (up to 6)
✔️Quarterly tax planning/strategy sessions
✔️QuickBooks Online training (up to 3hr./mo.)
✔️Business tax return ($1000 value)
✔️Shareholder personal tax returns ($300 value)
✔️Unlimited email support
✔️Unlimited phone support
✔️Dedicated account representative
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Not included:
❌ Business consulting
❌ Payroll
❌ Sales tax filing
❌ Audit/attestation
Enterprise
Starting at $2500/mo.
Included:
✔️Full accounting services (501-1000 trans./mo.)
✔️Monthly financial statements
✔️Bi-monthly meetings (up to 6)
✔️Quarterly tax planning/strategy sessions
✔️QuickBooks Online training (up to 3hr./mo.)
✔️Business tax return ($1000 value)
✔️Shareholder personal tax returns ($300 value)
✔️Unlimited email support
✔️Unlimited phone support
✔️Dedicated account representative
✔️50% off any additional services
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Not included:
❌ Business consulting
❌ Payroll
❌ Sales tax filing
❌ Audit/attestation
Add-ons
*Can be added to any monthly plan.
**All prices are 50% off with Enterprise plan.
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+$100/mo. for business w/sales tax return filing
+$150/mo. added to any business with more than two shareholders
+$150/mo. for payroll services
+$150/mo. for business inventory tracking
+$200/mo. for tax planning, consulting, and advisory services
Are you a business with over 1,000 transactions monthly? Congratulations! You are doing great, but we can make it better. Click below to book a consultation with one of our team. We will tailor a solution for your business that includes, accounting, payroll, expense reduction, strategic analysis, and advisory services.
Are you a veteran-owned business? We offer discounts (up to 25% off) on monthly services as a thank you for your service!
Consulting
Monthly
Starting at $1500/mo.
What you get:
✔️Unlimited email messaging
✔️Financial statement review
✔️Expense review
✔️Scheduled Q&A meetings
✔️Industry change updates
✔️Handling of client’s MSPs as needed
Add-ons
➕$500/mo. accounting services (includes annual tax filing)
➕$150/mo. per shareholder (over 2)
➕$150/mo. for payroll services
➕$150/shareholder for personal taxes ($100/person savings)
Other Options
New Business Startup
Starting at $500
Includes:
✔️Customized Quickbooks Online setup
✔️30% monthly discount on Quickbooks Online services
✔️1st month of Accounting/Bookkeeping
✔️Two client meetings
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*Client selects monthly or annual plan for months two and beyond.
Hourly
Starting at $50/hr.
In case you aren’t in need of full time accounting services, we offer hourly rates as well.
✔️CRC and client develop detailed list of services needed.
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*Client is billed in 1/4hr. increments based on detailed listing of services requested.
Quickbooks Training
Starting at $75/hr.
✔️ALL monthly plans include 3 hours of training.
✔️Includes permanent training materials.