CPA firm for business and practice owners · Fort Collins, CO
Advisory packages
Books and taxes in every plan. The books and taxes stay put. The price rises with how much planning and CPA work you want from an accountant who already knows your numbers.
Foundation
Steady and covered
or $2,690 a year, paid up front ($224/month)
Books, taxes, and two planning check-ins a year. Fine for a steady business that doesn't need a lot of hands-on strategy.
- Monthly bookkeeping: up to 3 bank or card accounts
- Business return and owner federal 1040
- Quarterly financial reports
- Year-end tax projection and quarterly estimate amounts
- IRS and state notice and audit support through Accura Defender
- Replies within 2 business days
- 2 planning meetings a year (45 min)
Growth
Moving and planning
or $4,850 a year, paid up front ($404/month)
Same books and taxes, plus quarterly strategy. Tax, cash, hiring, and owner pay — more CPA time when the business is moving.
- Monthly bookkeeping: up to 6 bank or card accounts
- Business return, owner 1040 and one additional state return if needed
- Monthly profit-and-loss and balance sheet
- Tax projection updated each quarter
- IRS and state notice and audit support through Accura Defender
- Replies within 1 business day
- 4 planning meetings a year (60 min)
- Quarterly strategy
Partner
Most hands-on
or $11,340 a year, paid up front ($945/month)
Monthly strategy and CFO-style support. Cash-flow view, and personal finances in the same picture. Most human work, highest price.
- Monthly bookkeeping: up to 10 bank or card accounts
- Business return and household 1040, plus one additional state if needed
- Monthly financial statements with cash-flow view
- Tax projection updated monthly, with entity and owner-pay review
- IRS and state notice and audit support through Accura Defender
- Same-business-day replies
- 12 planning meetings a year (60 min)
- Quarterly strategy
- Monthly strategy / CFO-style support
- Personal finances: connected accounts, financial statement, household budget
Compare packages
| Foundation | Growth | Partner | |
|---|---|---|---|
| Included in every package | |||
| Books and taxes | Monthly bookkeeping + business and owner return | Monthly bookkeeping + business and owner return | Monthly bookkeeping + business and owner return |
| Bank or card accounts | Up to 3 | Up to 6 | Up to 10 |
| IRS notice and audit support | Accura Defender | Accura Defender | Accura Defender |
| Strategy and CFO depth | |||
| Planning level | Two check-ins a year | Quarterly strategy | Monthly strategy / CFO-style |
| Tax projection | Year-end, with quarterly estimate amounts | Updated each quarter | Updated monthly, with entity and owner-pay review |
| Financial reports | Quarterly | Monthly P&L and balance sheet | Monthly, with a cash-flow view |
| Personal finances | Not included | Not included | Connected accounts, personal financial statement, household budget |
| Replies between check-ins | Within 2 business days | Within 1 business day | Same business day |
| Time with your CPA | |||
| Meetings per year | 2 meetings a year (45 min) | 4 meetings a year (60 min) | 12 meetings a year (60 min) |
| Extra return coverage | Owner federal 1040 | Owner 1040 + one additional state if needed | Household 1040 + one additional state if needed |
| Price | |||
| Monthly | $249 | $449 | $1,050 |
| Annual, paid up front | $2,690 | $4,850 | $11,340 |
On a phone, swipe the table sideways to see all three packages.
Add-ons
Prices cover one business.
- Each additional business (books and return)$200/month
- Additional state return$250 each
- Catch-up or cleanup bookkeepingQuoted before work starts
Good to know
- Packages run on a 12-month term. Unused meetings do not carry over.
- Partner budgets and statements are planning tools. Investment advice is not included.
- Tax planning is based on the information you give us and the law in effect at the time. We can't promise a particular tax result.
Common questions
Before you get started.
How do I get started?
Book a free 15-minute call with a CPA. We will ask about your business, suggest a package and explain the next steps. There is no online sign-up; every new client starts with that conversation.
What is actually included in the price?
Your books and your taxes — monthly bookkeeping, business return and owner 1040 — within your package's account limit, financial reports, a tax projection, and IRS notice and audit support through Accura Defender. How much planning and CPA time you get is what changes by package. The comparison table above lists each one.
Which package should I choose?
Ask how much planning help you want, not just how many meetings. A steady business that mostly needs books and taxes done is usually Foundation. If you're growing, hiring, or want tax and cash strategy each quarter, Growth fits. Partner is for owners who want monthly CFO-style support and personal finances in the same picture.
Can I change packages later?
Yes. You can move up during the year. Packages run on a 12-month term, so talk with us before moving down.
I have more than one business.
Each additional business, including its books and return, is $200/month on top of your package.
What if my books need catching up?
Cleanup and catch-up work are scoped and quoted separately before monthly service begins.