That's not a hypothetical. That's what running your business looks like when your accounting is actually working for you. Here's exactly what it costs to get there.
*Note: 1099s are charged outside of the monthly fee at $75 for the first 1099 and $7 for each additional 1099.
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.
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Strategic Tax Planning and Preparation of the business owner's individual Federal and State tax returns.
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We represent you in an income tax audit and manage and respond to all IRS and state notice correspondence on your behalf.
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Establish and preparation of an annual budget and monthly budget to actual reporting.
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A snapshot of your financial health and key metrics every week, enabling proactive and timely decision-making
Unlock your business's true potential with our Business Valuation service, an essential tool for understanding your company's market value.
No surprises. Here's what else might be part of your investment.
Onboarding/Setup |
$1,500 - $7,200 |
One-time fee based on the condition of your current books. Includes migrating your data, connecting bank feeds, setting up chart of accounts, and training your team.
Year-End Tax Preparation |
$950 - $6,500 |
Annual fee for preparing and filing your business tax return (1120S, 1065, 1120). Complexity-based pricing tied to your entity structure and state filings.
Backwork/Catch-Up |
$300 - $800/month |
If your books are behind, we'll get them current before starting monthly services. Priced per month of backwork needed. Typical cleanup takes 2-4 months.
Personal Tax Returns |
Starting at $500 |
Individual 1040 returns for business owners. Bundled pricing available when combined with business accounting and tax services.
Clear answers to the most common questions about our pricing, packages, and how we work.
In addition to our monthly fee, we require a one-time investment for initial strategy sessions and onboarding. This investment covers the extra work we put into getting your business systems up and running smoothly.
It covers migrating your data, connecting your tools, setting up your books correctly, and getting you into the routines that drive your business's success. It also includes a tax review of the opportunities and threats in your return.
Most clients tell us the onboarding process alone was worth it.
The one-time investment is typically twice your monthly accounting fee.
*This fee varies for each client since it's based on your specific monthly accounting package.
Your monthly fee covers all the services listed in your chosen package. There are no hidden charges.
Core includes bookkeeping, financial reports, tax returns, sales tax filing, and advisor access. Advanced and Ultimate add progressively more services like Cash & Accounts Payable (CAPS) management, KPI reporting, and strategic advisory.
Payroll through Whirks can be bundled at a preferred rate.
Each package is built to cater to different stages of business growth.
Our Core package covers the essentials: monthly bookkeeping, reconciliations, financial reports, and tax preparation. It's ideal for businesses that need reliable, compliant accounting.
Advanced adds Cash & Accounts Payable (CAPS) management, weekly cash reporting, receipt management, KPI tracking, and strategic budgeting. Perfect for growing businesses that want more visibility and control.
Ultimate includes everything in Advanced plus CFO-level services like quarterly strategy sessions, premium financial reporting, 13-week cash flow forecasting, and dedicated high-level support.
Absolutely. Our packages are designed to scale with you. Many clients start with Core and move to Advanced or Ultimate as their business becomes more complex. There's no penalty for upgrading, and your dedicated team stays the same. Since they already know your business, the transition is seamless.
We're collaborative accountants. We work together with you, give you every opportunity to thrive, and we're here when you need us. We're proactive. We reach out, handle your most pressing numbers, and bring you strategic advice at the right time, not after the fact.
For a business doing $1M to $5M, catching something in October versus March can be worth tens of thousands of dollars.
A full-time bookkeeper (in Memphis) costs $45,000–$70,000 in salary alone, before benefits, software, training, and management time.
With Patrick Accounting, you get an entire team (bookkeeper, tax preparer, advisor) for a fraction of that cost. You also eliminate the risks of employee turnover, single points of failure, and the overhead of managing accounting staff.
Most clients find that outsourcing saves 30–50% compared to building an internal team.
Payroll is provided through Whirks, our sister payroll, HR, and benefits company.
Pricing starts at $125/month for small teams (1–10 employees) and scales based on headcount and complexity.
Patrick Accounting clients get preferred Whirks payroll rates when they bundle services: one relationship, one team.
Ask about bundled pricing when you get your quote.
No judgment! It's more common than you'd think. If your books need catch-up work, we'll quote a backwork fee of $300–$800 per month of cleanup needed.
Typical catch-up takes 2–4 months. Once we get you current, your monthly service kicks in at the normal rate.
Think of it as a fresh start. We get your financials clean and keep them that way going forward.
Most clients are fully onboarded within 4–6 weeks.
After your discovery call, we'll send a clear proposal with pricing. Once you're on board, our dedicated onboarding team handles the initial strategy sessions and your progress plan.
You'll have a named point of contact throughout the process so nothing falls through the cracks.
We believe in earning your business every month. Our service agreements are straightforward with no long-term lock-ins. We do ask for reasonable notice so we can ensure a smooth transition of your records, but there are no punitive cancellation fees. Most clients stay for years because the value speaks for itself.
No pressure, no obligations. Let's talk about your business and see if we're the right fit.
Prices shown are typical ranges based on real client data as of 2026. Your actual quote may be higher or lower depending on the specific details of your business. All pricing is subject to a discovery call and assessment.
Monthly bookkeeping and reconciliations
Individual tax return and planning