Monthly books closed on schedule. Business and personal returns filed on time. And a CPA who answers the same week you ask.
Already have someone? We handle the handoff. You don’t have to have the awkward conversation.
A real number, not a “starting at.” No obligation.
Their quarterly payments are calculated off last year’s return. If the books aren’t current, that number is a guess — and it is wrong in one of two expensive directions.
The most common complaint we hear, and it’s rarely about price. Emails go unanswered from February to April.
Behind, unreconciled, or a QuickBooks file nobody trusts any more. We quote the catch-up before we start it.
Every fee is fixed and quoted before we begin. Anything outside the scope is quoted too — you will never open an invoice you weren’t expecting.
Find your revenue, then pick a column. The first is the compliance work on its own — the books, the payroll and both returns. The other two add tax planning on top. Both returns are already inside the planning tiers, so you are never charged for them twice.
| Your revenue | Compliancebooks, payroll, both returns | + Essentialstax planning, you implement | + Pathwaytax planning, done for you |
|---|---|---|---|
| Under $250K | $497/mo | $597/mo | $897/mo |
| $250K – $500K | $797/mo | $897/mo | $1,197/mo |
| $500K – $1Madds your QuickBooks Online subscription, monthly cash-flow allocation, and a quarterly CPA meeting | $1,297/mo | $1,397/mo | $1,697/mo |
| $1M and aboveadds your QuickBooks Online subscription, monthly cash-flow allocation, and a monthly CPA meeting | $2,097/mo | $2,197/mo | $2,497/mo |
On Pathway the quarterly review with your CPA is the meeting in the row above — you get one cadence, not two, and it covers the P&L and the allocation alongside the strategy work.
From the $500K band up, your QuickBooks Online subscription is included — we provide it, and it is covered by the technology fee rather than billed to you. At the two bands below that you keep your own subscription, which is worth counting when you compare the steps.
Your books and your payroll do not change, and you are not charged twice for your returns — they simply move inside the planning tier instead of being billed alongside it. What you gain is someone looking at the numbers before the year closes, while there is still something to be done about them.
Not sure which? Essentials suits an owner who will do the work with a clear list in front of them. Pathway suits one who would rather it were already done — and it carries the commitment that if planning does not find savings that recoup your first-year fee, we keep working at no charge until it does.
The $1M band is not simply more transactions, though the bookkeeping work does roughly double at that size. The quarterly sit‑down with your CPA becomes monthly — the P&L, how the month actually tracked against your allocation, and what to do about it — with a 24‑hour response time. Those two together are why the step is larger than the ones below it.
Payroll is set up and overseen on Gusto or ADP, with the filings and W‑2s included; we can run it end to end on Gusto instead, for more. More than one entity is quoted, as are rentals, extra states and catch-up work — and you see every number before anything starts.
Most people wait a year longer than they should, because leaving feels like more work than putting up with it. It isn’t.
What you file, what shape the books are in, what’s gone wrong. You get a fixed quote, not a range.
We deal with your previous firm directly. You don’t have to have the conversation, and you don’t have to chase anyone.
If there’s catch-up work, it’s quoted separately and up front. Then you’re on a monthly rhythm.
Your books are kept by a firm that also does tax strategy for a living. You don’t have to buy any of that — most of our compliance clients never do — but it means the person closing your books knows what matters at year end and flags it while there’s still time to act.
If you ever do want to look at the bigger picture, we’ll tell you what it costs and you can decide. We don’t sell up from the books.
Separate from the books and the returns, we run a tax strategy practice — The Eiduk System™. It is not for everyone, and it is genuinely not for most of our bookkeeping clients. Here is the honest test.
Most of our bookkeeping clients sit in the right-hand column, and they stay there. We do not sell up from the books.
A one-off diagnostic: your businesses, real estate, retirement and estate plan on a single page, with a numbered roadmap of what to fix first. Built from your actual numbers by a CPA and a CFP®. It is how we both find out whether there is anything here worth doing.
$997 one-time · $500 credited back if you engage See a complete sample first →Fixed fee, quoted before we start. One business day to reply.
Get a quoteOr call (847) 874-5299