Skip to main content

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

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:

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.

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?

How do your service packages differ?

Can I change my service package as my business grows?

What is the ROI of investing in your accounting 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.