Plumbing contractor · 9 employees
For six years I learned whether I'd made money when my tax bill showed up. Now I get one page on the 8th and I actually read it.
Know what you made last month by the 10th of this one.
Bookkeeping, payroll and tax for Fairview businesses with one to forty employees. A fixed monthly fee, a real CPA who answers the phone, and no bill for asking a question.
212 local businesses19 years in Fairview$0 for phone calls
September, closedSent Oct 8
| Revenue | $84,210+6% |
| Cost of jobs | $38,940 |
| Payroll and taxes | $21,300 |
| Rent, trucks, insurance | $9,180 |
| Set aside for taxes | $3,700 |
| What you kept | $11,090 |
An example of the one-page summary every client gets each month.
If any of this sounds familiar, call us.
“I only find out how the year went in March.”
We close your books every month and send one page in plain English: what came in, what went out, what you kept, and what to set aside for taxes.
“My accountant bills me every time I call.”
Ours is a fixed monthly fee. Calls, emails and the occasional panicked text are included. You should be talking to your accountant more often, and it shouldn't cost extra.
“I got a letter from the IRS and I don't know what it means.”
Send us a photo. We read it, tell you what it actually says, and answer it for you. Most notices are settled with one reply.
“I think I'm overpaying, but I can't prove it.”
We look at entity type, owner pay and deductions every autumn, while there's still time to act. New clients last year saved a median of $6,400.
Monthly plans. One fee, no meter running.
Priced by how much is going on in your business. Every plan is month to month, and you can move between them whenever you like.
Books
Solo owners and side businesses
$290 a month
- Monthly bookkeeping, up to 2 accounts
- Books closed by the 10th
- One-page monthly summary
- 1099s filed in January
- Unlimited questions
Books and Payroll
Businesses with employees
$540 a month
- Everything in Books, up to 5 accounts
- Payroll for up to 10 employees
- Payroll tax filings and W-2s
- Sales tax returns
- Quarterly review call with your CPA
Full Desk
Growing companies, 10 to 40 people
$980 a month
- Everything in Books and Payroll
- Business and owner tax returns included
- Bill pay and invoicing handled
- Cash-flow forecast every month
- Autumn tax-planning session
Behind on your books? Catch-up work is quoted as a flat fee before we begin. Fees shown are examples for this sample site.
Just need a return done?
Flat fees, quoted before we start. If your return turns out simpler than expected, the price goes down.
| Return | From |
|---|---|
| Individual, W-2 incomeStandard or itemized, federal and Ohio. | $260 |
| Individual with a rental or side businessSchedule C or E, with depreciation. | $480 |
| S corporation or partnershipForm 1120-S or 1065, with K-1s for each owner. | $1,150 |
| IRS or state noticeWe read it, respond, and follow it through to closed. | $195 |
| New business setupEntity choice, EIN, Ohio registrations and a chart of accounts. | $650 |
The dates that cost money if you miss them.
Monthly clients never see this list, because we file each one and send a confirmation. Everyone else may want to save it.
January15
Fourth-quarter estimated tax
The last payment for the year just ended. The one people most often forget over the holidays.January31
W-2s and 1099s go out
To every employee, and to each contractor you paid more than the reporting threshold.March15
S corporation and partnership returns
Late filing is penalized per owner, per month. It adds up quickly.April15
Individual returns and first-quarter estimate
Two payments fall on the same day. Plan your cash for both.June15
Second-quarter estimated tax
Only two months after the first, which catches people out.September15
Third-quarter estimate and extended business returns
Also the best week of the year for a tax-planning call.October15
Extended individual returns
The final deadline. There isn't another extension after this one.
Switching takes three weeks, and we do the work.
Most owners stay with the wrong accountant because moving sounds painful. It's about an hour of your time.
- Free reviewGive us read-only access. We send back a short report on what's right, what's wrong and what it's costing you.
- We collect everythingPrior returns, payroll records and logins, requested from your old firm by us. You don't have to make the awkward call.
- First clean monthYour books are closed, your summary arrives, and you meet the CPA who'll know your numbers from here on.
What owners tell us.
Dental practice · 14 employees
They moved us to an S corp, fixed how I was paying myself, and the first-year saving was a little over $11,000. I wish someone had told me sooner.
Coffee shop · 6 employees
Switching was easier than I'd feared. Onboarding ran a week over because my old payroll company was slow to release records.
Sample reviews for demo purposes.
Start with a free review of your books.
Thirty minutes, with no pitch attached. You'll leave with a written list of what we'd fix first, whether or not you hire us.
Laura Alder, CPASmall-business tax and entity planning. Licensed in Ohio since 2004.
Marcus Finch, CPABookkeeping systems and payroll. A former controller for a 60-person contractor.
77 Exchange Street, Suite 300, Fairview, OH
Monday to Friday, 8am to 5:30pm. Saturdays from February to April.
(555) 010-0199