Four-Tier Advisory Pricing
Monthly subscription plans for Bay Area small businesses , LLCs, S-Corps & C-Corps.
All plans are flat-fee and all-inclusive: one number, no surprise invoices, no hourly billing anxiety.
Every tier includes year-round access, a secure TaxDome client portal, and IRS/state notice support.
For owners who want clean compliance and zero tax surprises.
✓ Business tax return (1120S, 1065, 1120) , 1 fed + 1 state
✓ Personal tax return (Form 1040) , standard filing only ¹
✓ Quarterly estimated tax calculations
✓ 1 × annual compliance check-in (30 min)
✓ IRS/state notice support
✓ Secure client portal (TaxDome)
✓ Annual entity structure review
✓ Email support , 48-hr response
✓ Year-end tax summary & basic projection
For growing businesses that need organized books and quarterly tax clarity.
✓ 4 × quarterly planning sessions/year
✓ Monthly bookkeeping (up to 200 txns/mo) ²
✓ Bank/CC reconciliation, P&L, balance sheet
✓ QuickBooks setup & ongoing support
★ 30% off QuickBooks subscription (new clients)
✓ Cash flow review & budgeting
✓ Year-end projection & basic multi-year planning
✓ Priority email + Zoom , 24-hr response
★ Recommended ★
$1,250 /mo
$15,000 / year
For owners preparing to hire, borrow, or scale , full advisory, one flat rate.
✓ Payroll , up to 5 employees incl. payroll tax filings
✓ Bookkeeping up to 250 txns/mo ²
✓ Proactive tax strategy (entity, retirement, salary)
✓ Year-end projection & multi-year planning
✓ Sales tax filing (1 state)
✓ Annual business health review + KPI dashboard
✓ Priority email + Zoom , 24-hr response
$3,000 /mo
$36,000 / year
For owners who want a financial co-pilot making decisions alongside them.
✓ Monthly CFO-level strategy call (60 min)
✓ Board/investor-ready financial reporting
✓ Budget vs. actual variance analysis
✓ Scenario planning & growth modeling
✓ Vendor/contract cost optimization review
✓ Hiring & compensation structure guidance
✓ Bookkeeping up to 400 txns/mo ²
✓ Payroll up to 15 employees
✓ Dedicated priority response (same-day)
Value Proposition: Strategic ($1,250/mo) bundles bookkeeping + payroll + full advisory that costs $1,800–$3,000+ separately in the Bay Area.
CFO Advisory ($3,000/mo) provides fractional CFO-level support at a fraction of a full-time hire ($10,000–$18,000+/mo).
★ QuickBooks ProAdvisor Perk: As a certified QuickBooks ProAdvisor, clients on Growth, Strategic, or CFO Advisory plans receive a
30% discount on their QuickBooks Online subscription (new subscribers only).
Tier Comparison at a Glance
| Feature |
Foundation
$450/mo |
Growth
$750/mo |
★ Strategic
$1,250/mo |
CFO Advisory
$3,000/mo |
| Business + Personal Tax Return |
✓ (standard) |
✓ |
✓ |
✓ |
| Quarterly Est. Tax Calculations |
✓ | ✓ |
✓ | ✓ |
| IRS/State Notice Support |
✓ | ✓ |
✓ | ✓ |
| Client Portal (TaxDome) |
✓ | ✓ |
✓ | ✓ |
| Annual Entity Structure Review |
✓ | ✓ |
✓ | ✓ |
| Tax Planning Sessions |
1 check-in |
4/yr |
4/yr |
4/yr |
| Email Support Response |
48 hrs |
24 hrs |
24 hrs |
Same day |
| Zoom / Video Call Support |
, |
✓ |
✓ |
✓ |
| Monthly Bookkeeping ² |
, |
✓ 200 txns |
✓ 250 txns |
✓ 400 txns |
| QuickBooks Setup & Support |
, |
✓ |
✓ |
✓ |
| 30% Off QuickBooks Subscription ★ |
, |
New clients |
New clients |
New clients |
| Cash Flow Analysis & Budgeting |
, |
✓ |
✓ |
✓ |
| Payroll Processing |
, |
, |
✓ 5 emp |
✓ 15 emp |
| Proactive Tax Strategy |
, |
, |
✓ |
✓ |
| Year-End Projection & Multi-Yr Plan |
, |
Basic |
✓ |
✓ |
| Sales Tax Filing (1 state) |
, |
, |
✓ |
✓ |
| Business Health Review + KPIs |
, |
, |
✓ |
✓ |
| Monthly CFO Strategy Call |
, |
, |
, |
✓ |
| Board-Ready Financial Reporting |
, |
, |
, |
✓ |
| Scenario Planning & Growth Modeling |
, |
, |
, |
✓ |
À La Carte Add-Ons
Compliance & Filing
Additional state tax return$200–300 / filing
Payroll add-on (Foundation tier)$150–300 / month
Bookkeeping add-on (Foundation tier)$300–500 / month
Extra employees beyond tier limit$25 / employee / month
1031 exchange support$750–1,500 project
Advisory & Strategy
Ad hoc planning session$400 / hour
IRS audit representation ³$250–400 / hour
Business formation & setup$500–1,000 project
Entity restructuring / optimization ⁴$2,000–5,000+ project
Rush / expedited service+10–15% surcharge
Add-on pricing reflects scope complexity. Final quotes provided after initial consultation. All add-ons require a supplemental engagement letter.
First-year clients may receive 10–15% off when committing to an annual plan.
Engagement Terms
Minimum Commitment & Cancellation
6-month minimum initial term. Month-to-month thereafter with 30-day written notice to cancel. Annual prepay available , ask about the discount.
Onboarding & Catch-Up Work
If books are more than 3 months behind at onboarding, a one-time catch-up fee applies. Quoted after initial review , legacy cleanup is not absorbed in the flat fee.
Annual Price Review
Rates are locked for the first 12 months of any engagement. Subject to annual adjustment thereafter with 60 days' written notice.
