Fixed monthly pricing. No surprise invoices.
Start on a package below, or mix and match à la carte. Every price is a starting point — the final number depends on transaction volume, staff count, and how tidy the books arrive. We’ll give you an exact quote after a free 30-minute review.
Essentials
Great for solo owners and side-hustlers who need clean books and painless taxes.
- Up to 100 transactions / month
- Monthly bank & card reconciliation
- Monthly Profit & Loss + Balance Sheet
- Annual federal + state tax return (Sch C or 1120-S)
- Email support within 1 business day
Growth
For established small businesses with employees, vendors, and moving parts.
- Up to 400 transactions / month
- Weekly reconciliation + AP / AR management
- Monthly Profit & Loss, Balance Sheet & Cash Flow
- Quarterly tax planning + estimated tax filings
- Payroll for up to 5 employees included
- Annual federal + state business return
- Phone & email support · same-day response
Full Service
Hand the entire back office over. We become your outsourced accounting department.
- Unlimited transactions
- Weekly reconciliation + AP / AR management
- Full monthly financial packet with owner review call
- Payroll for up to 20 employees
- Sales & use tax filings
- Year-round tax planning, business + personal returns
- Dedicated point of contact — Tammy Sanford
All plans include secure document exchange, QuickBooks / Xero / Sage compatibility, and year-end 1099 preparation for up to five vendors.
One-off & add-on services
Need help with a single project or add-on? Here’s the menu.
Individual Tax Return
Federal + state 1040, with Schedule C for the self-employed.
Business Tax Return
1120-S, 1120, 1065 with K-1s to partners / shareholders.
QuickBooks Cleanup
Get years of DIY entries back to trial-balance clean.
Payroll Only
Per-employee, per-run pricing when you just need payroll.
Sales & Use Tax
Monthly or quarterly filings, single or multi-jurisdiction.
1099 Preparation
Vendor W-9 collection and year-end 1099-NEC / 1099-MISC.
Frequently asked
How do you decide what my exact price will be?
After a free 30-minute consultation we look at your actual transaction volume, staff count, and the state of your current books. Most businesses fit inside one of the three published tiers; a handful need custom scoping and we’ll quote in writing before you decide.
Do you use my accounting software or your own?
Yours. We work in QuickBooks Online, QuickBooks Desktop, Xero, and Sage. If you don’t have anything yet, we’ll get you set up on the software that best fits your business — typically QuickBooks Online.
What states do you serve?
We’re based in Michigan and handle Michigan filings directly. For business clients elsewhere in the U.S. we handle federal returns and coordinate state filings anywhere they’re needed.
Is there a long-term contract?
No. Monthly plans are month-to-month. If we’re not the right fit, we help you transition your files out cleanly.
How do you handle document security?
Documents are exchanged via an encrypted client portal. Bank statements, tax IDs, and payroll data are never sent in plain email. Access is limited to the accountant assigned to your file.
Can you fix books that are a mess?
Yes — that’s a lot of what we do. Cleanup is billed hourly ($95/hr) as a one-time project; then we onboard you onto a fixed monthly plan.