What Would You Do With More Time, More Profit, and Zero Tax Surprises?

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.

It covers migrating your data, connecting your tools, and making sure your books are solid from day one. Most clients tell us the onboarding process alone was worth it.

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.

This is what the onboarding fee includes.

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

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.

We reach out to you. Most accounting firms wait for you to call with a problem. We watch your numbers between meetings, and when something needs your attention we bring it to you before it becomes a crisis. For a business doing $1M to $5M, catching something in October versus March can be worth tens of thousands of dollars.

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.