Monthly fee arrangements
Most accounting firms charge by the hour, so it's hard to forecast your costs. Our monthly fixed-fee arrangements will help you streamline accounting costs and give you ongoing access to our services without the fear of an unexpected bill later.
Tax Services
Starts at $79/mo
Tax Only
Best suited for individuals with W-2 income
- Automated deadline reminders
- Federal & California income tax returns
Starts at $179/mo
Tax Plus
Best suited for self-employed individuals
- Tax only +
- Year-round phone and email support
- Projections, planning & quarterly estimates
Starts at $279/mo
The Works
Best suited for businesses
- Tax plus +
- Respond to tax notices
- Owner compensation planning
Accounting Services
Starts at $899/mo
Bookkeeper
Best suited for sole proprietors
- Month-end close
- Financial statements
Starts at $4500/mo
Controller
Best suited for business owners who want a review of the monthly financials and KPI's
- Bookkeeper +
- Monthly financial review meetings
- Key performance indicators
Starts at $7500/mo
Virtual CFO
Best suited for businesses ready to scale
- Controller +
- Financial forecasting
- Cash flow management
- Bank relationships
Additional Services
Starts at $49/mo
Entity Compliance
Best suited for businesses
- City business licenses renewals
- Statements of information filings
- 1099's (up to 10 included)
Starts at $199/mo
Sales & Use Tax
Best suited for businesses
- Annual Compliance
- Sales & Use Tax returns
Starts at $99/mo
Payroll Services
Best suited for businesses with 1 or more employees
- ADP Set-up
- Employee onboarding
- Payroll support
Need something else?
Ask us about our custom solutions made to fit you and your business.
“A good accountant is a necessary component of building a sound financial plan for your business. Laura is that for me. She explains everything in a way that is easy to understand, then gives you the option to choose what is best for you. In fact, Laura is much more than just my accountant—she is my trusted advisor and friend.”
— Pratima, designer