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WORK WITH US

Tax Planning

From $1,200 per year

Tax Return filed by April 15

Quarterly Estimated Tax Guide

2 Bi-Annual Tax Planning Meetings

Monthly Tax News Updates and

Ask-Me-Anything (AMA) Calls

Payroll

From $0* per month

Gusto Setup & Full Administration

Team Member & Pay Updates

Automated Tax Filings & Payments​ 

Commissions, Bonuses, Reimbursements, and Hourly Pay

Bookkeeping

From $500 per month

Transactions Categorized

Monthly Bank Reconciliation

Location & Class Tracking Available

Balance Sheet and Profit & Loss delivered on the 15th

*$0 per month payroll is for single-member LLCs who have elected to be taxed as a S-Corporation, with the only employee being the owner. Gusto software starts at $55 per month.

All plans are priced based on volume, complexity, and timelines of necessary information.

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WHAT'S NEXT?

1. Your discovery call (30 minutes)

We'll talk through how your taxes have been handled, and if it applies to you, how your bookkeeping and payroll run now. Come ready to share what's working, what isn't, and what you'd like to stop worrying about.

2. The Real Books Scorecard ($500)

After the call, we'll ask about your goals and request a few documents (last two years of tax returns and your most recent financial statements). Within 72 hours you'll have your scorecard: a one-page read on exactly where you stand and where the opportunities are. We'll book your review call before we hang up, so you'll have us on the calendar to walk through the findings and talk about next steps. You keep the scorecard and everything in it whether or not you become a client.

3. Proposal & Review Call

We'll bring your proposal to the review call. A clear, fixed-fee price built around what you actually need, with the engagement letter ready to sign. No surprises, no hourly billing.

Want to get to know us first?

Join our monthly AMA calls!

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