Core Services
Starting at $175 (individual) | $375 (business)
- Federal & state returns
- Deduction optimization & estimated taxes
- Optional planning session for next year
Starting at $250/month
- Monthly categorization & reconciliations
- P&L and Balance Sheet reports
- Chart of accounts setup & cleanup
- Optional QuickBooks training
Starting at $150/month
- Setup & onboarding
- Automated payroll & tax filings
- Quarterly payroll tax reports
- W-2 and 1099 support
Consultations from $250/hour
- Cash flow & budgeting analysis
- Profitability reviews & pricing/cost control
- Entity structure & strategic planning
Custom packages contact for pricing
- Internal Control
- Compliance
- Profit Maximization
- Accountability check-ins
Contact for pricing and scheduling
- Budgeting & Cash Flow
- Credit Confidence
- CPA Exam Candidate Coaching
- Entrepreneurship & Business Basics
Accounting Services that are Accurate, Compliant, and Built for Confident Decisions.
At SZ Accounting, our accounting services go beyond basic number-crunching. With CPA-led oversight, we provide accurate financial reporting, proactive guidance, and regulatory confidence—so you always know where your business stands and where it’s going.
Packages (Starting Rates)
All packages are starting rates. We evaluate your needs and tailor the scope after consultation.
| Package | Setup Fee | Monthly Rate | Key Features |
|---|---|---|---|
| Core Compliance and Reporting | $1000 | Starting at $1500 | Chart of accounts setup • Monthly bookkeeping (up to 3 accounts) • Payroll setup & quarterly filings • Basic financial reports • Year-end review |
| Strategic Controller Package Most Popular |
$1500 | Starting at $2500 | Everything in Essential • Budgeting & cash flow forecasting • Quarterly strategy sessions • Tax planning & estimated taxes • QB/Drake training |
| CFO Advisory & Profit Strategy | $2000 | Starting at $3000 | Full accounting & payroll • Funding readiness review • Profit maximization advisory • Compliance preparation • Quarterly CEO KPI dashboard |
| Professional Development & Coaching | — | Contact for pricing | CPA exam candidate coaching and preparation, Workshops for schools, colleges, nonprofits, and employers. Tailored content, format, and materials. |
