Phænix Advisory Services
You Delegate. We Deliver.
Your monthly fee is based on the size and complexity of your business, not the hours we log. Every plan includes your QuickBooks subscription, payroll processing, monthly financial reports, and a quarterly advisory touchpoint. One number, everything covered.
A transaction is any single line item that posts to your bank or credit card account , a payment received, an expense charged, a transfer between accounts, a payroll run, or a fee. For example, paying five vendors in one day counts as five transactions. Receiving a lump-sum deposit counts as one. Your transaction count is reviewed monthly, and we will let you know if you are approaching your plan limit before any overage applies.
Your monthly retainer covers everything listed in your plan. QuickBooks, Gusto payroll, reports, and advisory time are all bundled in. We don't invoice separately for software, payroll runs, or calls within scope. Your fee is set at onboarding based on your business size and confirmed before we start. If your business grows into the next tier, we will have that conversation proactively, not retroactively.
The following are not included in the base subscription and are quoted separately or added to the monthly fee where noted.
| Item | Description | Additional Fee |
|---|---|---|
| Volume and Complexity | ||
| Excess Transactions | Transactions above the plan limit, assessed at the end of each month | +$0.75 – $1.50 / txn |
| Additional Bank Accounts | Each account beyond the plan's included count | +$25 – $50 / account / mo |
| Catch-Up Bookkeeping | Bringing books current for prior months not previously maintained | +$200 – $500 / month back |
| Inventory Tracking | Setup and monthly maintenance of product inventory in QuickBooks | +$100 – $200 / mo |
| Payroll | ||
| Additional Employees | Each employee above the plan's included headcount | +$15 – $25 / employee / mo |
| Contractor Payments (1099) | Running contractor payments through Gusto, with 1099 filing included at year-end | +$10 – $15 / contractor / mo |
| Multi-State Payroll | Payroll tax registration and filing for employees in additional states | +$50 – $100 / state / mo |
| Reporting and Advisory | ||
| Custom Report Build | One-time setup of a non-standard financial report or dashboard in QuickBooks | +$150 – $350 (one-time) |
| Additional Advisory Calls | Calls beyond the quarterly or monthly included touchpoint | +$150 – $250 / call |
| CFO Advisory Retainer | Dedicated monthly strategic advisory covering forecasting, budgeting, and growth planning | Quoted separately |
| Tax and Compliance | ||
| Sales Tax Filing | Monthly or quarterly state sales tax return preparation and filing | +$75 – $150 / filing |
| Business Personal Property Tax | Annual county property tax return for business equipment | +$150 – $250 (annual) |
| Tax Preparation | Annual business and personal tax return preparation, see Tax Prep Fee Schedule | See Tax Prep Pricing |