Transparency as a Standard

Fee Structure

"The billable hour is a relic."

Most accounting firms sell time. This rewards inefficiency and leaves you guessing what the final invoice will look like. I operate differently.

I believe you should pay for value delivered, not minutes spent. Whether I am acting as your Fractional CFO or simply keeping your books compliant, my pricing is fixed, transparent, and agreed upon in advance. No ticking clocks. No surprise bills. Just clear value.

Choose Your Service Area:

CFO Services Bookkeeping Payroll Tax Prep

Fractional CFO Services

Stop driving your business blind. I offer three levels of strategic partnership designed to scale with your revenue and complexity.

1. Foundation

For businesses needing operational accuracy.

  • Month-End Close
  • Tax Monitoring
  • Financial Accuracy
2. Growth

The Strategic Sweet Spot.

  • Cash Flow Forecasting
  • Budget vs. Actuals
  • Strategy Calls
3. Executive

For complex entities & scaling.

  • Board Advisory
  • Bank Negotiation
  • M&A Support

Ready to see the numbers?

Pricing shouldn't be a black box. Use the configurator below to build a custom engagement based on your revenue, team size, and goals.

Estimated Investment
$4,500
Book Consultation

General Accounting & Compliance

Technical bookkeeping and financial statement preparation. Strictly focused on historical accuracy and compliance. Does not include tax returns, payroll, or advisory services.

The Ledger

For low-volume entities needing tax-ready books.

$300 /mo
  • Quarterly Reconciliation
  • Up to $15k Monthly Expenses
  • Cash Basis Reporting
  • Email Support
Select Ledger
Most Common
Monthly Compliance

Standard close for active small businesses.

$650 /mo
  • Monthly Reconciliation
  • Up to $40k Monthly Expenses
  • P&L + Balance Sheet
  • Sales Tax Filing (1 State)
Select Compliance
Advanced Reporting

Complex tracking for growing teams.

$1,250 /mo
  • Monthly Reconciliation
  • Up to $100k Monthly Expenses
  • Accrual Basis Adjustments
  • Class/Department Tracking
  • Coordination with Admin Staff
Select Advanced

Note: Catch-up work for prior periods is billed at a minimum of $800. Inventory tracking and Bill Pay services available for an additional fee.

Managed Payroll & Compliance

I don't just handle the software; I help manage payroll tax liabilities. Includes full tax agency correspondence and notice resolution.

  • Full Tax Filing
    Federal (941/940) & State withholding returns filed automatically.
  • Notice Management
    I'll deal with the IRS/State agencies so you never have to.
  • Year-End Included
    W2s and 1099s generated and filed at no extra cost.
Base Fee
$150
/mo
+
Per Head
$12
/employee
Complexity Adjustments
Weekly Pay Frequency +$30 / mo
Additional States +$30 / state
One-Time Setup / Migration $200

Tax Compliance

2025 Tax Year Filing Rates. My fees are itemized based on the specific forms required to file an accurate, compliant return.

Clean Books Policy

Prices assume books are reconciled and summarized. Bookkeeping cleanup, if required, is billed separately at an hourly rate.

Advisory Hourly Rate
$215 / hr
For audit support, cleanup, or tax notices.
Request a Tax Quote
Form / Schedule Rate
INDIVIDUAL (Income & Base)
Form 1040 (Base)
Standard Filing (Includes Sch B Interest/Divs).
 $425
Schedule A
Itemized Deductions (Mortgage, Charity, Taxes).
 + $125
Schedule C / F
Business or Farm Income (Per Entity).
 + $350
Schedule E
Rental Property (Per Property).
 + $225
Schedule D (Capital Gains)
Stock/Asset Sales (Base fee for up to 10 trades).
 + $175
Pass-Through (K-1)
Income from Partnerships/S-Corps/Trusts.
 + $85
PARTNERSHIP & S-CORP (1065 / 1120S)
Federal Return (Base)
Form 1065 or 1120S (Federal Only).
 $1,100
State Filing
Per State Return.
 + $150
Complexity & Schedules
Shedule K-1 (from lower-level entity)
Schedule K-1 from Subsidiary (per K-1)
 + $65
Form 4562 (Depreciation)
Maintenance of Fixed Asset Schedules.
 + $95
Form 8825 (Rentals)
Rental Real Estate Income & Expenses. (per 3 rental properties)
 + $150
Form 4797 (Asset Sales)
Sales of Business Property / Dispositions.
 + $175
Book-to-Tax (Sch M-1/M-3)
Reconciling Book Income to Tax Income.
 + $200
Basis Schedules
Tracking Shareholder Stock/Debt Basis.
 + $150
Form 3115
Change in Accounting Method.
 + $750