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Pricing Made Simple
Clarity in pricing is as important as clarity in financial reporting.
Choose from our structured pricing plans designed to align perfectly with your business needs and growth ambitions. No hidden fees and no surprises—just clear value and tangible results.
ACCOUNTING THAT FITS YOUR NEEDS
Choose Your Package
ACCOUNTING THAT FITS YOUR NEEDS
Choose Your Package
CORE
Starting at
$600/month
Monthly close by the 25th
Monthly Accounting
Delivery by 25th of the month
Business Tax Preparation
Payroll provided by Whirks
Advisory (regular phone, email, and meetings)
Quickbooks tech support
Access to weekly Office Hours
Access to Patrick Academy
ADVANCED
Starting at
$1,250/month
Monthly close by the 25th
Everything from CORE, plus:
Weekly bookkeeping adjustments
Weekly Accounts Payable Management
Bill.com service
Dext Electronic Expense Management
Weekly Cash Flow update on projected available funds
Most Popular
ULTIMATE
Starting at
$1,950/month
Weekly outsourced AP management and Profit First Accelerator Program
Everything from CORE & ADVANCED, plus:
Profit First Accelerator Program
Annual Business Valuation
Profit First Plan + Coaching
Profit First Dashboard
Profit First Expense Analysis
Profit First Debt Destruction Plan
Access to monthly Profit First Office Hours
Customized KPIs and Target Reporting
Monthly Accounting Service Pricing Variables
Every business has different monthly accounting needs, so each monthly accounting quote is different. However, your customized fee depends on these variables:
Your Company’s Accounting Activity
Think of this as the volume of work. How many business transactions do you have on an average month? Your monthly accounting fee can largely depend on how much financial activity your accountant has to work with.
The Complexity of Your Financial Statements
Think of this as the difficulty of the work. Examples of factors that can be considered complexities include owning multiple business locations, requiring sales tax management, and having multiple bank accounts.
Compare Plans
CORE
ADVANCED
ULTIMATE
Accounting
Post, modify, adjust, or correct transactions to the books monthly
Post, modify, adjust, or correct transactions to the books weekly
Monthly reconciliation of all bank accounts, loans, and credit cards (if applicable)
Monthly Fixed Asset / Depreciation Update
Standard financial package including standard key performance indicators, trend reports, and graphical representations
Weekly Quickie Cash Flow update on projected available funds
Weekly Accounts Payable Management
Tax
Preparation of Sales Tax Return
Preparation of Liquor Tax Return
Preparation of Business Entity Federal and State Income Tax Return
Business Tax, Tangible Property Tax, Annual Report, Franchise Tax (if applicable)
Preparation of Form 1099 (see additional service charges below)
Individual Tax and Planning
Advisory
Regular phone call conversation, emails, and meetings as necessary and within scope of the current services
Comprehensive year-end tax planning analysis
Access to Online Office Hours- Monthly Strategic and Tactical Group Support
Access to Patrick Accounting Academy
Tech
1/4 Hour QB Support Monthly
Dext expense management provided
Bill.com service included
Profit First
Profit First Accelerator Program
Profit First Plan + Coaching
Profit First Dashboard
Profit First Expense Analysis
Profit First Debt Destruction Plan
Access to monthly Profit First Office Hours
Other Features
Delivery by the 25th of the month
Customized KPIs and Target Reporting
Notice and Audit Response
Budget Creation and Annual Update
Weekly Management Flash Report
CORE
Accounting
Post, modify, adjust, or correct transactions to the books monthly
Post, modify, adjust, or correct transactions to the books weekly
Monthly reconciliation of all bank accounts, loans, and credit cards (if applicable)
Monthly Fixed Asset / Depreciation Update
Standard financial package including standard key performance indicators, trend reports, and graphical representations
Weekly Quickie Cash Flow update on projected available funds
Weekly Accounts Payable Management
Tax
Preparation of Sales Tax Return
Preparation of Liquor Tax Return
Preparation of Business Entity Federal and State Income Tax Return
Business Tax, Tangible Property Tax, Annual Report, Franchise Tax (if applicable)
Preparation of Form 1099 (see additional service charges below)
Individual Tax and Planning
Advisory
Regular phone call conversation, emails, and meetings as necessary and within scope of the current services
Comprehensive year-end tax planning analysis
Access to Online Office Hours- Monthly Strategic and Tactical Group Support
Access to Patrick Accounting Academy
Tech
1/4 Hour QB Support Monthly
Dext expense management provided
Bill.com service included
Profit First
Profit First Accelerator Program
Profit First Plan + Coaching
Profit First Dashboard
Profit First Expense Analysis
Profit First Debt Destruction Plan
Access to monthly Profit First Office Hours
Other Features
Delivery by the 25th of the month
Customized KPIs and Target Reporting
Notice and Audit Response
Budget Creation and Annual Update
Weekly Management Flash Report
ADVANCED
Accounting
Post, modify, adjust, or correct transactions to the books monthly
Post, modify, adjust, or correct transactions to the books weekly
Monthly reconciliation of all bank accounts, loans, and credit cards (if applicable)
Monthly Fixed Asset / Depreciation Update
Standard financial package including standard key performance indicators, trend reports, and graphical representations
Weekly Quickie Cash Flow update on projected available funds
Weekly Accounts Payable Management
Tax
Preparation of Sales Tax Return
Preparation of Liquor Tax Return
Preparation of Business Entity Federal and State Income Tax Return
Business Tax, Tangible Property Tax, Annual Report, Franchise Tax (if applicable)
Preparation of Form 1099 (see additional service charges below)
Individual Tax and Planning
Advisory
Regular phone call conversation, emails, and meetings as necessary and within scope of the current services
Comprehensive year-end tax planning analysis
Access to Online Office Hours- Monthly Strategic and Tactical Group Support
Access to Patrick Accounting Academy
Tech
1/4 Hour QB Support Monthly
Dext expense management provided
Bill.com service included
Profit First
Profit First Accelerator Program
Profit First Plan + Coaching
Profit First Dashboard
Profit First Expense Analysis
Profit First Debt Destruction Plan
Access to monthly Profit First Office Hours
Other Features
Delivery by the 25th of the month
Customized KPIs and Target Reporting
Notice and Audit Response
Budget Creation and Annual Update
Weekly Management Flash Report
ULTIMATE
Accounting
Post, modify, adjust, or correct transactions to the books monthly
Post, modify, adjust, or correct transactions to the books weekly
Monthly reconciliation of all bank accounts, loans, and credit cards (if applicable)
Monthly Fixed Asset / Depreciation Update
Standard financial package including standard key performance indicators, trend reports, and graphical representations
Weekly Quickie Cash Flow update on projected available funds
Weekly Accounts Payable Management
Tax
Preparation of Sales Tax Return
Preparation of Liquor Tax Return
Preparation of Business Entity Federal and State Income Tax Return
Business Tax, Tangible Property Tax, Annual Report, Franchise Tax (if applicable)
Preparation of Form 1099 (see additional service charges below)
Individual Tax and Planning
Advisory
Regular phone call conversation, emails, and meetings as necessary and within scope of the current services
Comprehensive year-end tax planning analysis
Access to Online Office Hours- Monthly Strategic and Tactical Group Support
Access to Patrick Accounting Academy
Tech
1/4 Hour QB Support Monthly
Dext expense management provided
Bill.com service included
Profit First
Profit First Accelerator Program
Profit First Plan + Coaching
Profit First Dashboard
Profit First Expense Analysis
Profit First Debt Destruction Plan
Access to monthly Profit First Office Hours
Other Features
Delivery by the 25th of the month
Customized KPIs and Target Reporting
Notice and Audit Response
Budget Creation and Annual Update
Weekly Management Flash Report
Only Pay For What You Need
Available Add-Ons
You may not need the full suite of services right away, and that’s okay. Our model is built to grow with you as your business needs expand.
Individual Tax & Planning
$100 monthly
Strategic Tax Planning and Preparation of the business owner's individual Federal and State tax returns.
Notice & Audit Response Service
$75 monthly
We represent you in an income tax audit and manage and respond to all IRS and state notice correspondence on your behalf.
Budget Creation & Annual Update
$75 monthly
+ $1,000 initial fee
Establish and preparation of an annual budget and monthly budget to actual reporting.
Weekly Management Flash Report
$100 monthly
A snapshot of your financial health and key metrics every week, enabling proactive and timely decision-making
Business Valuation
$2,500 Minimum One Time Fee
Unlock your business's true potential with our Business Valuation service, an essential tool for understanding your company's market value.
Your Pricing Questions, Answered
Below, you'll find clear answers to some of the most common inquiries about our services and pricing, helping you make informed decisions with confidence.
What is the cost to get started?
In addition to our monthly fee, we require a one-time investment for setup. This startup fee covers the extra work we put into getting your business systems up and running smoothly, including migrating your data, setting up software integrations, and ensuring everything is ready to go. The one-time investment is typically twice your monthly accounting fee.
Onboarding fee = (Monthly fee x 2)
*This fee varies for each client since it's based on your specific monthly accounting package.
How do your service packages differ?
Each package is built to cater to different stages of business growth.
Core Package: Ideal for small businesses needing foundational financial services.
Advanced Package: Best for businesses requiring more in-depth financial insight and regular strategy adjustments.
Ultimate Package: Suited for enterprises looking for a comprehensive financial strategy and hands-on management
Can I change my service package as my business grows?
Absolutely. We understand that your needs may evolve as your business grows. You can upgrade or modify your package at any time to ensure it always matches your current needs.
What is the ROI of investing in your accounting services?
Investing in professional accounting services with Patrick Accounting not only ensures compliance and accuracy but also provides strategic insights that help you minimize tax liabilities, optimize cash flow, and enhance profitability. Our clients typically see substantial savings and growth that far outweigh the cost of our services.
Understand Your Investment—Enjoy the Return
Ready to Simplify Your Finances?
Business finances can be complex, but choosing the right accounting partner shouldn't be. Our team is ready to help you understand your options and choose the right path forward for financial clarity and peace of mind.