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Service Proposal
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One-Time Fees Total
$0
Monthly Recurring Total
$0/mo
Tax Services
Annual one-time fees — prep, estimates & planning
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Tax Return Preparation
Return TypeCountIncome / ComplexityFee
Individual (Form 1040)
Personal tax return
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Schedules (C, E, F)
Per schedule on a return
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Business Entities (1120S, 1065, 1120)
Per incorporated entity
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Estimated Tax Payments
ServiceEntitiesBusiness RevenueAnnual Fee
Quarterly Estimated Payments
4 estimates/year, per entity
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Tax Planning & Strategy
Note: IRS Circular 230 prohibits licensed practitioners from pricing based on a % of tax savings. These use flat fees by scope and complexity.
ServiceEngagementsComplexityFee
Tax Planning & Core Strategies
Flat fee by entity count & complexity
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R&D Tax Credit Analysis
See reference table below for what each tier includes
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1040 Individual
| Revenue | Fee |
|---|---|
| < $1M | $1,000 |
| $1M–$5M | $2,000 |
| $5M–$20M | $5,000 |
| $20M+ | $10,000 |
Schedules (per schedule)
| Revenue | Fee |
|---|---|
| < $1M | $500 |
| $1M–$5M | $1,000 |
| $5M–$20M | $2,000 |
| $20M+ | $3,000 |
Business Returns
| Revenue | Fee |
|---|---|
| < $1M | $2,000 |
| $1M–$5M | $4,000 |
| $5M–$20M | $10,000 |
| $20M+ | $20,000 |
Estimated Payments
| Revenue | Fee |
|---|---|
| < $1M | $1,000 |
| $1M–$5M | $2,000 |
| $5M–$20M | $4,000 |
| $20M+ | $6,000 |
Preliminary Assessment — $3,000
| What's included |
|---|
| Interviews with 2–3 key personnel |
| High-level identification of qualifying R&D activities |
| Estimate of potential credit range |
| Go / no-go recommendation memo |
| Does NOT include full QRE documentation or IRS filing report |
Standard One-Year QRE Study — $7,500
| What's included |
|---|
| Full qualified research expense (QRE) calculation |
| Employee time allocation interviews |
| Contractor & supply expense review |
| Documentation of qualifying activities |
| IRS-ready technical report for current tax year |
Comprehensive Multi-Dept. Study — $15,000
| What's included |
|---|
| Everything in Standard, plus: |
| Multi-department QRE analysis (all R&D activities) |
| Nexus computations for state credits |
| Contemporaneous documentation package |
| Audit response preparation materials |
Multi-Year / Amended Returns — $25,000
| What's included |
|---|
| Everything in Comprehensive, plus: |
| Amended returns for up to 3 prior tax years |
| Complex structures (software dev, manufacturing, biotech) |
| State credit analysis where applicable |
| Ongoing audit defense documentation support |
Bookkeeping Services
Monthly recurring + optional cleanup — select Basic or Full-Charge
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Monthly pricing: Basic: $100/mo per $100K revenue, min $500/mo. Full-Charge: $200/mo per $100K revenue, min $1,200/mo.
Example: 1 entity × $800K revenue → Basic $800/mo · Full-Charge $1,600/mo
Basic Bookkeeping
$500/mo minimum — $100/mo per $100K revenue
- Transaction categorization & coding
- Monthly bank reconciliation
- Credit card reconciliation
- Basic P&L & balance sheet
- Year-end file preparation
Full-Charge Bookkeeping
$1,200/mo minimum — $200/mo per $100K revenue
- Everything in Basic, plus:
- Accounts receivable (AR)
- Accounts payable (AP)
- Payroll entry & reconciliation
- Sales tax tracking & filing
- Inventory management
Selected Package# EntitiesAnnual Revenue ($)Monthly Fee
Select a package above
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Bookkeeping Cleanup
One-time catch-up for prior periods. Enter months behind, your monthly rate, and an optional discount.
ProjectMonthsRate/Mo ($)Discount %Total
Cleanup Project
Months × Rate × (1 − Discount%)
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Accounting Services
Monthly recurring — financial statements, compliance & advisory
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Pricing model: Based on industry benchmark of 1–3% of annual revenue. Rates scale by revenue band, then adjusted for complexity. Core accounting covers standard monthly financials & compliance. Advanced adds multi-entity consolidation, job costing, forecasting, and audit-ready workpapers.
Core Accounting
From $500/mo — scales with revenue & complexity
- Monthly financial statement preparation
- General ledger maintenance & review
- Month-end close & journal entries
- Accounts receivable & payable oversight
- Sales tax filing & compliance
- Year-end close & CPA file preparation
Advanced Accounting
From $900/mo — scales with revenue & complexity
- Everything in Core, plus:
- Multi-entity consolidation
- Job costing & project accounting
- Deferred revenue & accrual management
- Fixed asset tracking & depreciation schedules
- Cash flow forecasting & variance reporting
- Audit-ready workpapers & internal controls
Selected PackageEntitiesAnnual RevenueComplexityMonthly Fee
Select a package above
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Core — Base Rate / Entity
| Revenue Band | Monthly Fee |
|---|---|
| Under $300K | $500 |
| $300K–$750K | $800 |
| $750K–$1.5M | $1,200 |
| $1.5M–$3M | $1,800 |
| $3M–$7M | $2,800 |
| $7M+ | $4,200 |
Advanced — Base Rate / Entity
| Revenue Band | Monthly Fee |
|---|---|
| Under $300K | $900 |
| $300K–$750K | $1,400 |
| $750K–$1.5M | $2,100 |
| $1.5M–$3M | $3,200 |
| $3M–$7M | $4,800 |
| $7M+ | $7,000 |
Complexity Multipliers
| Level | Multiplier |
|---|---|
| Simple (standard ops) | 1.0× |
| Moderate (industry-specific) | 1.35× |
| Complex (multi-location / niche) | 1.75× |
Pricing Benchmark
| Example | Fee |
|---|---|
| $200K · Core · Simple | $500/mo |
| $1M · Core · Moderate | $1,620/mo |
| $2M · Advanced · Moderate | $4,320/mo |
| $5M · Advanced · Complex | $8,400/mo |
Controller Services
Monthly recurring — financial oversight & reporting
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Controller services sit between bookkeeping and CFO — they own the month-end close, financial reporting, and accounting oversight. Priced as a flat monthly engagement. Industry range: $2,000–$6,500/mo.
Engagement Tier# ClientsMonthly Fee
Essential Controller
Month-end close · Financial statement preparation · Bookkeeper oversight · Basic internal controls. Best for $1M–$3M revenue businesses.
~10 hrs/mo · $150–$200/hr market rate.
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Essential — $2,500/mo
| Includes |
|---|
| Month-end close |
| P&L, Balance Sheet, Cash Flow |
| Bookkeeper oversight & review |
| Basic internal controls |
| ~10 hrs/mo · $1M–$3M revenue |
Standard — $4,000/mo
| Includes |
|---|
| Everything in Essential, plus: |
| Cash flow management |
| Budget-to-actual variance analysis |
| Fixed asset management |
| ~20 hrs/mo · $3M–$8M revenue |
Comprehensive — $6,000/mo
| Includes |
|---|
| Everything in Standard, plus: |
| Multi-entity consolidation |
| KPI dashboards & complex reporting |
| Audit prep & internal controls design |
| ~30+ hrs/mo · $8M–$20M revenue |
CFO Advisory
Monthly recurring — strategic financial leadership
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Fractional CFO services provide forward-looking strategic leadership — forecasting, fundraising support, board reporting, growth strategy. Industry median: $5,000–$8,000/mo. Range: $3,000–$20,000/mo.
Engagement Tier# ClientsMonthly Fee
Foundation CFO
Cash flow monitoring · KPI tracking · Monthly P&L review · Annual budgeting · Financial health check-ins. Ideal for $500K–$3M businesses.
10–20 hrs/mo · comparable to $200–$400/hr market rate.
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Foundation — $4,000/mo
| Includes |
|---|
| Cash flow monitoring |
| KPI dashboard setup & tracking |
| Monthly P&L review & commentary |
| Annual budgeting |
| 10–20 hrs/mo · $500K–$3M revenue |
Growth — $7,500/mo
| Includes |
|---|
| Everything in Foundation, plus: |
| Rolling 12-month cash forecast |
| Scenario modeling |
| Investor-ready reporting & board decks |
| 20–40 hrs/mo · $3M–$10M revenue |
Executive — $14,000/mo
| Includes |
|---|
| Everything in Growth, plus: |
| M&A advisory & due diligence |
| Fundraising & capital raise support |
| Investor relations & board governance |
| 40–60 hrs/mo · $10M+ revenue |
Setup Fee
One-time new client onboarding
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Service# EntitiesPrice / Entity ($)Total
Account Setup
Onboarding, systems & configuration
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Overall Discount (applied to all sections)
% custom
One-Time Fees
$0
Tax, setup & cleanup
Monthly Recurring
$0/mo
Bookkeeping, accounting, controller & CFO
First Payment Due Today
$0
One-time fees + first month
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