Monthly
Bookkeeping and Compliance
- Monthly bookkeeping
- Bank and processor reconciliations
- Payroll oversight
- 1099s and routine filings
- Insurance reconciliation Included in Partner
We review the books, not just enter them.
Services
Everything your practice needs from an accounting firm.
Most clients start with monthly bookkeeping and tax. Advisory builds on top. Systems Implementation is available on its own, for any business.
Service lines
Annual or monthly
Tax
- Business and owner returns
- Tax planning through the year
Included in Partner
Advisory
Quarterly owner reviews and support on big decisions:
- Hiring
- Expansion
- S corp timing
- Buying real estate
Project fee
Systems Implementation
Setting up or fixing how your tools and your books work together:
- Point of sale
- Scheduling
- Practice management
- Payroll
- Billing
- Inventory
- Banking
Open to any industry; see the Systems page.
Dates and penalties worth knowing
| Topic | The federal rule | Source |
|---|---|---|
| Estimated tax | Owners who expect to owe $1,000 or more in tax for the year generally make estimated payments four times a year. | IRS, Estimated taxes |
| 1099-NEC | Starting with payments made in 2026, a 1099-NEC is generally required for each contractor paid $2,000 or more in the year, up from $600. It is due by January 31, or the next business day. | IRS, Instructions for Forms 1099-MISC and 1099-NEC |
| Payroll tax deposits | A late payroll tax deposit costs 2% to 15% of the unpaid deposit, depending on how late it is. | IRS, Failure to deposit penalty |
| Filing late | The late-filing penalty is 5% of the unpaid tax for each month or partial month the return is late, up to 25%. | IRS, Failure to file penalty |
| S corp election | Generally due no more than 2 months and 15 days after the start of the tax year it is to take effect: March 15 for a calendar-year business. | IRS, Instructions for Form 2553 |
Federal rules as of 2026. State rules differ.
Packages
-
Essentials
- Best for
- Practices that need clean, reliable books
- Includes
- Bookkeeping and Compliance
Starting at $700/month
-
Partner
- Best for
- Owners who want a financial partner
- Includes
- Essentials plus quarterly advisory and insurance reconciliation
Starting at $1,350/month
-
Partner + Tax
- Best for
- Owners who want everything in one place
- Includes
- Partner plus business and owner tax
Starting at $1,725/month
Every practice is different, so your price is built around your practice's size, volume, and needs. Starting prices are for a solo practice (up to 2 providers, 1 location). Essentials is also available with a quarterly close, starting at $550/month. You get a written quote before anything is signed.
Insurance reconciliation is included in Partner and Partner + Tax, and available as an add-on to Essentials.
Systems projects Starting at $1,400, quoted after we review your setup.
How pricing works
- Flat fees, no hourly billing for ongoing work.
- Scope is spelled out in your engagement letter, so you know exactly what is included.
- If something comes up outside that scope, we quote it before doing the work.
Not sure which package fits? Book a consult and we will recommend one.