FAQs About How We Price Our Services

Miranda Kishel
3 days ago
3 min read

Our services are priced using a clear, structured pricing model that aligns the scope of work, your business goals, and the level of support you need. In short: we price based on value, complexity, and the systems required to deliver accurate, effective financial results—not by the hour.

Understanding Our Approach: FAQs About How We Price Our Services

Our guide on FAQs About How We Price Our Services answers common questions and explains the factors behind our pricing, helping clients understand how we determine service costs and what to expect.

Pricing is one of the biggest sources of uncertainty for new clients. Business owners often compare wildly different service levels, hourly rates, and deliverables across firms. But in accounting, tax strategy, bookkeeping, valuation, and growth consulting, the real question is:

“What outcome am I paying for—and what is the system behind it?”

A transparent pricing model helps you:

Budget confidently
Understand exactly what is included
Avoid surprise invoices
Compare firms on quality, not guesses

FAQs About Our Pricing Model

1. Why don’t you charge hourly?

Hourly billing rewards inefficiency. Our work—especially in tax strategy, valuation, and CFO-level support—is outcome-driven. A project may take five hours or thirty, depending on what we uncover. The value is in accuracy, expertise, and results, not minutes.

2. What factors determine the price?

We look at:

Scope of work (ongoing vs. project-based)
Complexity of your business structure
Number of entities, accounts, and systems
Historical cleanup required
Reporting cadence (monthly, quarterly, annual)
Level of advisory and communication needed

3. Do you offer packages?

Yes. Most clients fit into one of our structured service bundles, which may include:

Monthly bookkeeping + CFO advisory
Tax advisory + annual compliance
One-time cleanup or QuickBooks setup
Valuation or exit planning engagements

These packages ensure consistency, quality control, and predictable costs.

4. Do prices change over time?

Sometimes. Prices may adjust if:

Your business grows
The number of transactions increases
New entities or projects are added
Reporting expectations expand

We always communicate changes in advance.

5. Is your pricing competitive?

We are not the cheapest—and intentionally so. Our model prioritizes:

Expert-level analysis
Strategic guidance
Reliable financial accuracy
Comprehensive systems

Most clients tell us they save far more from tax optimization, clean books, and strategic decisions than they spend on our services.

How to Choose the Right Pricing Model (Actionable Tips)

If you’re unsure which service level you need, here’s a simple way to decide:

Step 1: Identify Your Primary Goal

Clean, accurate books
Tax savings
Scaling/growth support
Pre-sale valuation
Better financial reporting

Step 2: Assess Your Current Systems

Do you have organized records?
Is your QuickBooks file accurate?
Do you reconcile monthly?
Do you understand your cash flow?

Your starting point determines whether you need cleanup, setup, or ongoing maintenance.

Step 3: Evaluate How Many Entities You Manage

More entities = more complexity = a more robust pricing model.

Step 4: Determine How Often You Need Support

Monthly for growth, forecasting, or multiple businesses
Quarterly for stable operations
Annually for simple, low-volume entities

Step 5: Schedule a Consultation

A quick call allows us to align services with your goals and build an accurate, fair price.

External Resources

If your question involves tax compliance, some pricing considerations may be influenced by IRS rules. For example, complex documentation or audit-risk areas may require additional analysis. You can reference the IRS small business tax resource guide here: IRS Small Business and Self-Employed Tax Center