Pricing & Packages

Transparent accounting. Scalable support. Licensed CPA oversight at every level.

Monthly Packages

All packages include licensed CPA review and are customizable based on business size, complexity, and scope.

Core Compliance & Reporting

$1,500/mo

$1,000 setup

  • Chart of accounts setup & organization
  • Monthly bookkeeping (up to 3 accounts)
  • Payroll setup & quarterly filings
  • Basic financial reporting (P&L, Balance Sheet)
  • Year-end review and tax filing prep

Most Popular

Strategic Controller Package

$2,500/mo

$1,500 setup

  • Everything in Core Compliance, plus
  • Budgeting and cash flow forecasting
  • Quarterly financial strategy session
  • Tax planning and estimated tax support
  • QuickBooks or Drake integration training

CFO Advisory & Profit Strategy

$3,000/mo

$2,000 setup

  • Full accounting and payroll service
  • Business credit and funding readiness review
  • Profit maximization assessment and advisory
  • Compliance and audit preparedness
  • Quarterly CEO dashboard & KPI reports

Professional Development & Coaching — Contact for pricing. CPA exam candidate coaching and preparation, workshops for schools, colleges, nonprofits, and employers, tailored to your content, format, and materials.

A La Carte Services

Standalone services for when a full monthly package is not the right fit.

Tax Services

Tax Preparation (Individual)

Federal + State returns. Contact for pricing.

Tax Preparation (Business)

Includes Schedule C or entity return. Contact for pricing.

Bookkeeping & Business Setup

Bookkeeping Cleanup

Historical data cleanup, per year. Pricing determined by scope.

Business Formation

Business registration and financial setup guidance, including EIN assistance, accounting-system setup, and coordination with legal professionals where appropriate. Pricing determined by scope.

Payroll Setup

Full setup in Drake or QuickBooks. $750

Advisory & Compliance

Strategic Review Session

A focused 45-60 minute session. $250

Accounting Systems Optimization

1-on-1 or team session. Pricing determined by scope.

Capital Readiness & Entity Compliance

UEI, NAV, and vendor setup. $700

What Our Pricing Reflects

Pricing is not based on data entry or hourly labor alone. It reflects licensed CPA oversight, accountability, and decision-ready financials that protect your business and support long-term growth. When you partner with SZ Accounting, you are paying for regulatory accuracy and compliance confidence, CPA-led judgment supported by efficient systems and technology, proactive insight rather than reactive clean-up, and financial clarity that supports better decisions.

Not Sure Which Package Fits?

Schedule a free consultation and SZ Accounting will review your business, goals, and current systems to recommend the right level of support.