Pricing
Clear and Transparent
At Custom Accounting Solutions, we believe you should always know what you’re paying for. Just like your financial reports, your pricing should be simple and straightforward. Our plans are designed to fit your business stage and goals, providing the right level of support as you grow. No hidden costs. No unexpected charges. Just clear value and reliable results.
Why We Price This Way
Too often, accounting services are accompanied by unclear expectations, unexpected invoices, or shifting priorities. At Custom Accounting Solutions, we do things differently. Our subscription-based approach is built on transparency and consistency, giving you predictable costs and dependable support that grows with your business.
This model allows us to focus on what matters most—improving your systems, introducing smart efficiencies, and proactively guiding your financial strategy.
And while subscriptions are the core of our services, we also provide project-based or hourly work when it makes sense—always with clear communication and defined deliverables.
That’s the kind of relationship we believe every business deserves.
What’s Included
From accurate monthly reports to forward-looking financial insights, we provide the clarity and guidance you need to make confident decisions. With consistent communication and dependable support, you’ll always know where your business stands.
Every partnership with us includes:
📊Bookkeeping Made Easy
From categorizing transactions to reconciling accounts, fixed asset tracking, and preparing year-end reports — we keep your financials clean, accurate, and ready for tax time.
💡 Strategic Advisory
We go beyond compliance with tax strategy sessions, cash flow planning, entity analysis, retirement plan reviews, and tailored growth support to help you keep more of what you earn.
🧾 Stress-Free Tax Filing
We review credits, track assets, and prepare both business and owner tax returns — ensuring you file on time, every time, with maximum savings possible.
🤝 Ongoing Access & Support
Enjoy strategy meetings, financial reviews, secure document storage, IRS notice support, and fast answers via phone or email.
Plans Designed for Your Needs
Select the package that matches your goals
Bookkeeping – Foundational
Ranges $750 - $2,500/month
Annual Fee "20% Discount"
✔️ Bookkeeping
✔️ Tax Filing
✔️Annually Federal Tax Estimation
✔️Owner Strategy Meeting
✔️Financial Statement Review
✔️ 7-Year Document Retention
✔️Email/Phone Support**
✔️Secure Online Document Storage Portal
✔️Secure Online Document Storage Portal
CPA – Strategic
Ranges $1,250 - $4,250/month
Annual Fee "20% Discount"
🔓 Everything from Startup-Foundational:
✔️Federal Tax Estimation
✔️Tax Strategy Meetings
✔️Tax Strategy Implementation Reminder
✔️Owner Payroll Review
✔️Business Entity Analysis
✔️Owner Retirement Plan Review*
✔️IRS Notice & Audit Support
CFO – Forecasting
Ranges $5,000 - $12,000/month
Annual Fee "20% Discount"
🔓 Everything from Accountant - Strategic:
✔️A/P and A/R Aging Analysis
✔️Internal Control Review
✔️Cash Flow Planning
✔️Tailored Support for Growth
Monthly Accounting Service Pricing Factors
Every business is unique, which means monthly accounting costs aren’t one-size-fits-all. Your customized fee is based on a few key factors:
✅ Your Business Activity
The more transactions you have each month, the more work is required to keep your books accurate and up to date. Transaction volume plays a major role in determining your monthly fee.
✅ The Complexity of Your Finances
The structure of your business also affects pricing. Factors like multiple locations, sales tax requirements, or managing several bank accounts add layers of complexity that influence the level of accounting support needed.
| Compare Plans | Bookkeeper – Foundational | CPA – Strategic | CFO – Forecasting |
|---|---|---|---|
| Transaction Categorization | Monthly | Bi-Weekly | Weekly |
| Accounts Payable Management | Monthly | Bi-Weekly | Weekly |
| Accounts Receivable Tracking | Monthly | Bi-Weekly | Weekly |
| Expense Tracking and Review | Monthly | Bi-Weekly | Weekly |
| Account Reconciliation | Monthly | Monthly | Monthly |
| Undeposited Funds Reconciliation | Monthly | Monthly | Monthly |
| Year-End Closing & Support | Monthly | Monthly | Monthly |
| Custom Financial Statements | By 25th of following month | By 15th of following month | By 10th of following month |
| 1099s Issued | ✔ | ✔ | ✔ |
| Tax Credit Review | ✔ | ✔ | ✔ |
| Asset Tracking and Depreciation Reports | ✔ | ✔ | ✔ |
| Business Tax Returns | ✔ | ✔ | ✔ |
| Owner Tax Return | ✔ | ✔ | ✔ |
| Federal Tax Estimation w/Vouchers | Annually | Semi-Annually | Quarterly |
| Tax Strategy Meetings | - | Semi-Annually | Monthly |
| Tax Strategy Implementation Reminders | - | Semi-Annually | Monthly |
| Owner Payroll Review | - | Annually | Monthly |
| Business Entity Analysis | - | Annually | Annually |
| Owner Retirement Plan Review* | - | ✔ | ✔ |
| A/P and A/R Aging Analysis | - | - | ✔ |
| Internal Control Review | - | - | ✔ |
| Cash Flow Planning | - | - | ✔ |
| Tailored Support for Growth | - | - | ✔ |
| Owner Strategy Meeting | Annually | Semi-Annually | Monthly |
| Financial Statement Review | Annually | Semi-Annually | Monthly |
| 7-Year Document Retention | ✔ | ✔ | ✔ |
| Email/Phone Support | 3 Business Days | 2 Business Days | 1 Business Day |
| Secure Online Storage Portal | ✔ | ✔ | ✔ |
| IRS Notice & Audit Support | $300 / hour | 5 Hours / Year | 10 Hours / Year |
| Out of Scope Requests | $300 / hour | 5 Hours / Year included, then $300 / hour | N/A |
| Questions / research (<30 min each) | Unlimited | Unlimited | Unlimited |
Plans That Grow With You
Start with the support you need today and scale into more advanced guidance as your goals expand. Whether it’s bookkeeping basics, CPA-level strategy, or CFO insight, you’ll always have a team keeping your numbers clear and your business moving forward.
The Custom Accounting Solutions Difference
Comprehensive Support
We go beyond simple bookkeeping. From tax strategy to financial forecasting, our team provides the guidance and tools you need to make confident, informed decisions for your business.
Clear Communication
No jargon. No confusing reports. Just straightforward explanations and practical insights you can actually use to grow your business.
Reliable Partnership
When you work with us, you’re never left waiting. Our team is responsive, approachable, and committed to supporting your business every step of the way.
Your Pricing Questions, Answered
We know clarity matters. Below you’ll find straightforward answers to common questions about our pricing and services—so you can make decisions with confidence.
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Our pricing is based on a subscription model with three structured packages. Each package is designed to fit different stages of business growth, so you’ll always get the right level of support without hidden fees or surprise charges.
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Your choice depends on your business size, financial complexity, and goals. Smaller businesses often start with our Core Package, while growing companies choose Advanced for more insights. Established businesses looking for full financial strategy typically select the Ultimate Package.
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Bookkeeper – Foundational → Best for new or smaller businesses needing reliable bookkeeping, tax filings, and compliance.
CPA – Strategic → Suited for growing businesses that need deeper financial insights, tax strategies, and proactive planning.
CFO – Forecasting → Ideal for established businesses seeking high-level financial forecasting, cash flow planning, and strategic growth support.
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Absolutely. As your needs evolve, you can move between packages to make sure you’re always getting the right level of service and support.
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Our clients gain far more than accurate books—they gain peace of mind, proactive tax strategies, and financial clarity to make smarter decisions. Many see reduced tax liabilities, stronger cash flow, and improved profitability that outweighs the cost of our services.
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No. At Custom Accounting Solutions, transparency is key. What you see in your package is exactly what you pay. We don’t believe in surprise invoices or nickel-and-diming—just straightforward pricing you can trust.
