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Bundled Service Offerings

Pick the plan that is right for you - or work with us for a custom fit.  All of our packages except "Do-It-Yourself" include a standard business level Xero subscription, bookkeeping services, bank reconciliations, periodic financial reports AND business and personal tax return preparation.  We can tailor our bundled packages to your specific needs.  And, when your needs change, we can adapt your program to accommodate your new requirements.  No long term contracts.  We want to provide the end-to-end comprehensive accounting, tax and business services that you can rely on to put your mind at ease.

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Basic Setup

  • Cloud Software Set Up (Xero)

  • Monthly Xero Subscription

  • Xero Content Library: Setting up a bookkeeping system, bank options, setup & manage payroll, invoices, reporting  & more


Starting at

Price: $67 / Mo

Tax Only

  • Everything in DIY 

  • Quarterly Review of Client Prepared Bookkeeping

  • Business Tax Return

  • Personal Tax Return

  • Quarterly Estimated Taxes

  • Limited email support

Starting at

Price: $345 / Mo


  • Everything in Basic

  • Monthly Bookkeeping Review

  • Quarterly Financial Statements

  • Yearly Financial Statement Analysis

  • Dedicated Accountant

  • Expanded email support

Starting at

Price: $545 / Mo

Customized Plan

  • Everything in Standard PLUS:

  • Cash Flow Statements

  • Accrual Accounting

  • Budget vs Actual

  • Comparative Financial Statements

  • Tax Planning

  • Unlimited email and phone support


Starting at

Price: Custom

The Fine Print

The above plans are intended to be basic guidelines to provide you with an idea of what is customarily available and relevant pricing. Selected features and volume of monthly transactions may adjust pricing.  All bundled and custom plans are subject to our standard engagement letter for professional services.  We strongly recommend that you use professional bookkeepers and can provide access to, or bundle, those services. 

Tax audits are considered outside the scope of quoted tax preparation services.  We provide audit resolution for our clients as a separate engagement.

Payroll services and 1099 reporting are not included in the package pricing.  However, they are available.  We use and recommend Gusto payroll.  Please contact us for information and pricing that will fit your needs.  We typically require retainers for new clients in the first year.

Industries We Specialize In

  • Professional Services

  • Law Firms

  • Investment

  • Real Estate

  • Consulting Services

  • Medical & Dental

  • Chiropractic

  • Technology

Contact Info
Phone: (847) 512-7180
Or Reach Out On Our Contact Form
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