Pricing & scope
A considered scope.
An agreed fee.
The right fee begins with the work your situation needs. Explore what shapes the scope, then use a few simple questions to find a useful starting point.
Explore the details- 01Understand
Your situation and the records available
- 02Define
Deliverables, boundaries, and responsibilities
- 03Agree
The fee and scope before work begins
There is no universal package or automatic commitment. An individual proposal follows a review of the work.
What shapes the proposal
Price follows
the work.
Fees are discussed after reviewing your needs. The estimator offers direction without asking for private financial details.
- 01
The work involved
Recurring bookkeeping, historical repairs, preparation, and planning are separate scopes. Coordination does not automatically combine their fees.
- 02
The records behind it
Account count, activity volume, missing periods, and record condition affect the work required. A review helps make those differences visible.
- 03
The complexity to confirm
Returns, jurisdictions, ownership, unusual activity, and specialist requirements are assessed before an engagement is agreed.
Scope estimator
Find a starting point.
This guide suggests a service to explore. It does not calculate a dollar quote, determine tax treatment, or reserve an appointment.
From suggestion to agreement
A recommendation does not confirm availability or suitability. The final proposal identifies included periods, deliverables, responsibilities, exclusions, and the fee. Extra work or a change in scope should be discussed before proceeding.
Before we begin
A few useful answers.
Will this estimator give me a dollar quote?
No. It recommends a starting service based on the scope you describe. Fees are agreed after the work and records have been reviewed.
Does combining bookkeeping and tax include a discount?
No combined price or discount is promised. Each scope is reviewed and agreed, even when the records and handoff are coordinated.
What if my situation does not fit the choices?
The estimator is a guide, not a complete assessment. Review the service descriptions and bring the unusual parts of your situation to a scoping conversation.
Prefer to explore directly? Bookkeeping services · Tax services
Information on this website is general and is not tax advice. Tax advice is provided only after an engagement is signed. Outcomes depend on your individual circumstances.