Drive Your Business Forward with Confidence

Deciding when to outsource your bookkeeping and tax work varies for each business owner.

The best time to outsource is when your business is growing and you’re overwhelmed by your finances.

An outsourced solution also means there’s always someone managing your books, so you never have to worry about gaps. Generally, small businesses should spend between 1%-3% of their top-line revenue on accounting. Companies making $500,000 or more annually get the most benefit from outsourcing, as it’s more cost-effective than hiring a part-time employee.

Not by themselves. We don’t offer one-off tax returns.

Patrick Accounting helps small businesses with taxes by pairing monthly bookkeeping with year-round tax strategy. This gives us the full financial picture to help you avoid tax surprises and make smarter decisions.

If you're only looking for a business or personal tax return without ongoing support, we’re not a good fit. But if you want a long-term partner to handle both bookkeeping and taxes, we’d love to talk.

At Patrick Accounting, we offer three primary accounting and payroll packages designed specifically for the diverse needs of growing small businesses. 

• Core Package: This package starts at $750 per month and includes essential bookkeeping and payroll services to simplify your financial complexities.
• Advanced Package: Starting at $1,500 per month, this package builds on the Core package by providing more frequent interaction and deeper involvement in your financial processes.
• Ultimate Package: Starting at $2,200 per month, this package offers full-service financial support, focusing on driving profitability and establishing long-term financial rhythms.

We require a one-time investment for setup and onboarding that's typically twice your monthly accounting fee.

Exact pricing depends on your business’s transaction volume and complexity, which is determined via a discovery call.

Patrick Accounting guides clients through several key transitions for smoother operations:

• Migration to QuickBooks Online or Restaurant365
• Digital-first document sharing, with clear guidelines and reminders
• Running payroll through Whirks for seamless accounting integration
• Open communication, and knowing when and how to ask questions

For more about the changes we ask you to make, click here. 

Our best clients are:

• Growth-minded business owners with $500K to $10M in revenue
• Entrepreneurs with goals like scaling, building wealth, or exiting in the next 5 years
• Leaders who value systems, processes, and proactive planning

We work well with service-based industries, hospitality, trades, salons, and professional services. We’re not a fit if you want to keep everything in-house, require complex inventory or job costing, or need full A/P and A/R outsourcing.

Find out more about who we help and how and read testimonies of our current clients.