Price Transparency
New Client Intake
GOOD FAITH DEPOSIT $1,000
4 hours of Specialized Intake
(2 Hr. Consult & 2 hr. Data Set-up)
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ASAP RUSH Projects
Need quick turnaround?
Bulk hours offer the best value for urgent projects. Get top-priority! Services scheduled ASAP on our calendars at competitive rates!
Let’s get started today.
VIP - 52 Hrs. $12,000**
Large - 26 Hrs. $7,200
Medium - 12 Hrs. $3,600
Small -- 3 Hrs. $1,000
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Rush ASAP Project Examples:
IRS/State Audits
New Business Set Up
Estates
Set Up Bookkeeping Software
Set Up Payroll
21 Days or Less Deadlines
** VIP Level includes evening & weekend blocks of services.
Business Services *
Quarterly Advisory Plan - $300/Mo.
Monthly Strategic Plan - $650/Mo.
VIP Weekly Concierge Plan - $1,000/Mo.
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Tailored Service Levels to Suit Your Needs*
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Subscriptions are a guaranteed recurring block of staff time for services to be performed.
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Extra scopes of work may be requested by client and are billed at their hourly rate.
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Hours needed and/or used can vary significantly from month to month to serve client needs.
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​Subscriptions and estimates are not a guarantee of time needed to complete engaged tasks.
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If more time is needed or additional scopes of duty are requested, the client may need to place an additional deposit.
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Discount is extended to all related party projects, family, & employees who engage our Firm.
* DISCLAIMER OF GUARANTEE: FIRM does not represent Clients on a fixed-fee basis, and it is impossible to determine in advance the amount of time that will be required to perform services for Client. Many parties including but not limited to the client and its staff such as, vendors and contractors, government agencies, or other third parties related to the Client’s business may engage in conduct which is unforeseen, beyond FIRM's control, and which shall require FIRM to expend additional time and/or to incur additional costs not initially considered. All fee and cost-estimates, including any estimate of the total sum of fees and costs to be incurred by Client, are merely estimates. Nothing in this Agreement and nothing in FIRM's communications with Client shall be construed as FIRM's promise or guarantee concerning the total fees or costs to be incurred. FIRM makes no such promises or guarantees, nor can FIRM withdraw or cease performing services in some instances as there are instances where doing so might be inconsistent with regulation. Comments or discussions about what usual and customary costs for similar projects or clients are expressions of opinion only.
* Good Faith Deposits MAY BE REQUIRED for clients with tax problems/compliance issues.
Good Faith Deposit: Similar to a security deposit, this money is usually non-refundable and is held indefinitely. It is only applied to the final invoice if:
1. Client has no unpaid invoices &
2. ​Client signs a waiver stating we completed the engagement in full.
For example, if there are back tax returns not filed, an up-front deposit is often requested before we can begin.
Engagement Agreement(s): The Document(s) signed by a Client where the Firm's type of work (scope of duties) and responsibilities are agreed upon when the Firm is Accepting a Client's work.
