Our Accounting Pricing Details
Our packages are customizable, starting rates based on your business size and service scope.
If you’re not sure what plan might be right for you, schedule a Free Consultation Today.
Core Compliance & Reporting
- • 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 preparation for tax filing
Strategic Controller Package
- • Everything in the Essential Package, 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
- • 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
| Service | Description | Price |
|---|---|---|
| Tax Preparation (Individual) | Federal + State returns | From $350 |
| Tax Preparation (Business) | Includes Schedule C or entity return | From $500 |
| Business Formation | LLC, EIN, Operating Agreement setup | $350 |
| Bookkeeping Cleanup | Historical data cleanup (per year) | $250/hr |
| Payroll Setup | Full setup in Drake or QuickBooks | $750 |
| Accounting Systems Optimization | 1-on-1 or team session | $250/hr |
| Capital Readiness & Entity Compliance | DUNS, NAV, and vendor setup | $700 |
| Strategic Review Session | 45–60 minutes | $250 |
Transparent Accounting. Scalable Support. CPA-Led Oversight.
Our pricing reflects the level of expertise, oversight, and strategic guidance required to keep your financials accurate, compliant, and decision-ready.
All packages include CPA-led review and are customizable based on business size, complexity, and service scope.
What Our Pricing Reflects
Our pricing is not based on data entry or hourly labor alone. It reflects CPA-led oversight, accountability, and decision-ready financials that protect your business and support long-term growth.
When you partner with SZ Accounting, you’re paying for:
- Regulatory accuracy and compliance confidence.
- Experienced professionals, not automations
- Proactive insight, not reactive clean-up
- Financial clarity that supports better decisions
Schedule a Free Consultation if you’re not sure which package fits your needs. We’ll review your business, financial goals, and current systems to recommend the right level of support. Schedule a Free Consultation
