Section D · Rates
Rates: What It Costs
Every number we charge, printed in one place. Run the ledger for an estimate in a minute, then get a fixed quote on a 20 minute call.
The fee ledger
The fee ledger
An estimate, not a quoteAn estimate from what you entered. A fixed quote follows a 20 minute call.
The rate tables
| Item | Per month |
|---|---|
| Under 75 transactions | $350 |
| 75 to 200 transactions | $550 |
| 200 to 500 transactions | $850 |
| Over 500 transactions | $1,300 |
| Each bank or card account over 3 | $25 |
| Payroll, base | $80 |
| Payroll, each employee | $12 |
| Sales tax filings, each state | $60 |
The ledger shows your monthly total give or take 10 percent, rounded to $10. Across every input that is $320 to $2,700 a month.
| Entity | Per return |
|---|---|
| Sole proprietor | $650 to $950 |
| Single member LLC | $650 to $950 |
| S corporation | $1,400 to $2,100 |
| Partnership or multi member LLC | $1,300 to $2,000 |
| C corporation | $1,600 to $2,400 |
| Catch up, per month behind | 60% of base |
|---|---|
| Catch up, full range | $210 to $18,720 |
| Tax planning meeting | $900 to $2,800 |
| Fractional CFO | $1,500 to $4,500 a month |
Billing terms, in plain words
Monthly work is billed on the 1st for the month ahead, by card or bank debit. Returns are billed when we file. Catch up work is billed half up front and half when the books are whole. There is no long contract: give us 30 days notice and we hand over everything, cleanly, including the year to date.
If your business changes size, your fee changes with it, but only after we tell you and you agree. We review fees once a year, in January, and put any change in writing. Nobody gets a surprise invoice for a phone call.
Want to see what the work looks like first? Read about monthly bookkeeping or the catch up desk, then write to the desk for a fixed quote.