Pricing & Packages

Pricing & Packages

The reality is, running a business means juggling a bunch of components all at once, and juggling is a hard skill to master. To make it easier, you should have certainty about your business advising and accounting fees, so there are no suprises and you'll know exactly what's included.

Together, we'll build a package that fits your needs and your budget.


Starter
The low cost "I've got it all sorted" option, where you just want the tax issues solved.
Annual Financial Satements
Income Tax Returns
Sales and Use Tax Returns
1 Business Meeting
Bookkeeping and Mgmt Reports
Tax Forecasting and Planing Mtgs
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Small
We take care of the annual tax headache, help free up your time on the paperwork and spend time helping you grow your business.
Annual Financial Satements
Income Tax Returns
Sales and Use Tax Returns
3 Business Meetings
3 Bookkeeping and Mgmt Reports
1 Tax Forecasting and Planing Mtgs
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Medium
If you want regular dashboard reporting and frequent conversations about growing your business – as well as sorting the basic tax requirements.
Annual Financial Satements
Income Tax Returns
Sales and Use Tax Returns
6 Business Meetings
6 Bookkeeping and Mgmt Reports
2 Tax Forecasting and Planing Mtgs
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Large
For business people who know the advantages of quality advice on a regular basis and want comprehensive reporting.
Annual Financial Satements
Income Tax Returns
Sales and Use Tax Returns
12 Business Meetings
12 Bookkeeping and Mgmt Reports
3 Tax Forecasting and Planing Mtgs
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Package Comparison

The table below compares our different packages and what services are included.

Service Name Starter Small Medium Large
Annual Financial Statements
Income Tax Returns in coordination with North Bay CPA
Sales and Use Tax Returns
Annual Personal Property Tax Returns
Business Meetings 1 3 6 12
Bookkeeping and Management Reports   3 6 12
Tax Forecasting and Planing Meetings   1 2 3
Annual Financial Planning Meetings in coordination with North Bay Wealth Management    
Annual budget cashflow and re-forecasting    

Getting started is simple. Call (707) 559-5380 and we'll walk you through the rest!