Our Pricing
What Does It Cost To Work With J.R. Martin?
Platinum Service Package
Comprehensive Accounting
We offer three versions of our Comprehensive (Platinum) Service Package based on how often we need to generate financial reports and meet with you to reach your current goals.
Option 1
Quarterly Reporting
Suitable for businesses in sustainability mode.
- Quarterly Tax-Optimized Books
- Mid-Year Tax Planning Session
- Certified Tax Coaching
- Tax Preparation & Filings
Assuming 25 transactions per month and 2 bank accounts.
Starting at:
Sole Prop: $115/wk
Corporations: $140/wk
Option 2
Monthly Reporting
Suitable for businesses in profitability mode.
- Monthly Tax-Optimized Books
- Mid-Year Tax Planning Session
- Year-End Tax Planning Session
- Certified Tax Coaching
- Business and Personal Tax Preparation & Filings
Starting at:
Sole Prop: $280/wk
Corporations: $340/wk
Option 3
Fractional CFO Services
Suitable for businesses in growth mode.
- Monthly Tax-Optimized Books
- Certified Tax Coaching
- Tax Preparation & Filings
- Post-Tax Advisory Meeting
- Cost Control & Business Strategy
- Industry Benchmarks
- KPI Scorecards
Starting at:
Sole Prop: $735/wk
Corporations: $840/wk
Ready to Get Started?
Collaborative Accounting
Our Collaborative (Gold) Service Package is designed for companies that have a qualified in-house bookkeeper. We work with your team ensure you produce reliable books every month so we can save more on taxes and keep more profits.
Starting at: $235/wk
Suitable for businesses at any stage who already have a reliable in-house bookkeeper.
Includes:
- Accounting Assistance
- Tax Optimization
- Mid Year Tax Planning Session
- Year End Tax Planning Session
- Certified Tax Coaching
- Tax Preparation & Filings
Requirements for your in-house bookkeeper
In house bookkeeper requirements:
- Proficiency in QuickBooks Online (QBO) – Strong aptitude and comfort with QBO for accurate and consistent monthly reconciliations.
- Team Collaboration – Open to working closely with our team and supporting mutual goals.
- Attention to Detail – Conscientious approach, ensuring accuracy in all financial records and reports.
- Effective Communication – Excellent verbal and written communication skills; responsive to team inquiries and updates.
- Adaptability – Willingness to learn and improve skills as new tools or techniques emerge.
- Use of Company Portal – Comfortable using our communication portal to ensure organized and transparent interactions.
Frequently Asked Pricing Questions
What all is covered under my weekly fee?
Each package contains aspects of each of our core services: Accounting Foundations, Tax Planning, and Advisory services.
But your specific package customized for your business needs and goals. Most of our clients need the following, so we include them in the “starting at” price by default:
- Profit and Loss Statements
- Balance Sheets
- Bank Reconciliation
- Annual business tax filing
- Unlimited one-off questions
- Certified Tax Coaching
- Tax planning meetings
What if I need additional services or help?
During the discovery and onboarding process we will help you determine whether you need any add-on services on a regular basis, and we build that into your custom service package.
Examples of this are:
- Audit representation
- Business advisory
If at any point you need one-time services like switching your entity or a business valuation, we will price and scope them as a separate project.
What is the cost to get started?
To begin, there are a few essential onboarding tasks, which apply to every client, totaling approximately $1,500. Additionally, we require a complete set of monthly books for the entire year to ensure we can maximize your tax savings.
For clients who need prior months brought up to date, we charge a one-time fee based on the complexity of the bookkeeping including transaction volume, the number of business accounts, and the number of loans. This fee will be determined during the proposal process.
Are there any additional annual tax preparation costs?
Tax return pricing is based on the level of complexity identified during onboarding. If the complexity increases, any additional work will be billed separately from the package.
Are there any additional costs I should be aware of?
Our service agreements include specific allotments for each service. If your needs go beyond these limits, or if significant additional work—such as preparation, research, or follow-up beyond scheduled meeting time and estimated completion—is required, additional charges may apply. We are committed to transparency and will notify you of any overages with a separate invoice detailing the extra costs.
Ready to schedule an appointment?
Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!