Pricing

With our clearly defined business and individual platforms, our pricing model is extremely transparent:

• Individual Concierge Platform: $1,200 annual fee. Find out more about the individual concierge services here.
• Full Service Business Platform: $400-500 monthly fee. We can assess a firm monthly figure after assessing the volume and complexity of your situation. This is a full service fee - meaning the business tax return and individual concierge platform is already included. Find out more about the business services platform here.
• Modified Business Platform: There may be some situations where all parties (including us!) agree that full service monthly bookkeeping is unnecessary. In this scenario, we'd simply add on a $600 annual business tax preparation fee (LLC or corporation) to the existing individual concierge platform of $1,200 - resulting in a total annual fee of $1,800. In order to fit in this scenario, we'd have to be assured the summary of business activity is accurate. Some common examples of this will include: simple business model resulting in very few transactions, simple service-oriented businesses, or an internal accounting system that produces accurate financials.
• Consulting: Any consulting falling outside the scope of the above platforms will be billed at our rate of $150/hr.