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We'll show you the monthly fee, what's included, and what happens next. Before you ever talk to us.

Estimate your accounting fees

Getting Started

Get a Real Estimate in Two Minutes

This works best for U.S. small businesses doing $100K–$5M in revenue who want a fixed monthly fee. If that's you, keep going.

  • You operate a U.S.-based small business
  • You want a clear picture of how your business is running
  • You're looking to outsource bookkeeping, tax, or advisory work
  • Annual revenue between $100K and roughly $5M
  • You want a fixed-fee monthly relationship — not hourly billing

Before We Start — Who Are We Helping?

We'll send you a copy of your estimate.

Please enter your first name.
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What is your annual revenue?

A rough range is fine.

Use your trailing 12 months of gross revenue (top line, before expenses). If you're newer or pre-revenue, use your projected next 12 months. Owner draws and personal income don't count.

How many transactions per month?

An average across a typical month is fine.

Every line on your bank or card statement counts — deposits, card swipes, checks, transfers, fees. Quick gut check: if your monthly bank statement is 4 pages long, you're probably around 150–200 transactions.

How many accounts need reconciling?

Bank accounts and credit cards combined.

Count every business checking account, savings account, and credit card the business uses. Example: one operating checking, one savings, one Amex, one Visa = 4 accounts. Personal accounts the business shares with shouldn't be on this list — but that's a separate conversation we'd have during a discovery call.

How many active loans does the business carry?

SBA loans, equipment financing, lines of credit, vehicle loans, etc.

Include any loan or line of credit where the business is making regular payments and where principal/interest needs to be tracked. Example: an SBA loan + a truck loan + an open line of credit = 3 loans. Vendor terms (Net 30) and credit cards don't count here.

How many employees do you have?

Including yourself if you're on payroll. 1099 contractors don't count here.

Count anyone who gets a paystub from the business — including yourself if you're paid that way. 1099 contractors don't count, even if they work full-time.

Do you collect and remit sales tax?

If you sell taxable products or services and have to send sales tax payments to one or more states, answer Yes. Most pure service businesses answer No. E-commerce sellers and retailers usually answer Yes — sometimes for multiple states.

What level of support are you looking for?

This is the biggest driver of which package fits.

This is the single biggest driver of price. The middle option is the most common for $500K–$3M businesses. The third option is closer to having an in-house controller — best for $1M+ businesses or owners who want tax planning, not just tax filing.

Frequently Asked Questions

It's a reasonable directional estimate based on the complexity factors that drive our pricing. It is not a binding quote. We confirm final pricing in writing after a discovery call where we look at your actual books, software, and what you need from us. Most clients land within the range shown, but unusual situations (multi-entity, inventory, heavy backwork) can push higher.
No. Nothing here creates an engagement, signs you up, or shares your information with anyone. The estimator runs locally in your browser. If you want a real proposal, you schedule a consultation — and even then, no money changes hands until we both agree on scope and you sign an engagement letter.
A typical bookkeeper reconciles accounts and hands you a P&L. We do that — but we also file your business tax return, meet with you to explain what the numbers mean, and (at the higher tiers) plan ahead to lower your tax bill. One firm, one team, one conversation. No handoffs between your bookkeeper, your tax preparer, and your advisor.
Onboarding and any backwork (catch-up bookkeeping for prior periods) are billed separately as one-time fees. Payroll processing runs through a partner (Gusto, ADP, etc.) and is billed by them. Personal 1040 tax returns are an add-on at any tier. Additional state sales tax or income tax filings beyond your primary state are add-ons. Bill pay (Bill.com) and fractional CFO work are also separate.
Yes — for Growth + Tax and Your Finance Team, the business entity return (1120-S, 1065, or 1120) is bundled into the monthly fee. There's no separate year-end invoice for the return. For Essentials, the entity return is an add-on (typically $1,500–$5,000+ depending on complexity).
If your situation involves multiple entities, multi-state operations needing separate P&Ls, inventory or job costing, real-time cash reporting, or anything outside a standard tier, we'll quote a Custom engagement after a discovery call. The estimator will flag you as Custom automatically based on your answers in certain combinations.
Most engagements start within 1–2 weeks. You'll get your first set of clean financials within 30 days of signing. We'll cover the timeline in detail on the discovery call.

Our Packages

Three tiers built around how you want us to work with you. Pricing is a range — final fee depends on transaction volume and complexity.

Essentials
The basics done right.
$375 – $795 /month
  • ✓Monthly bookkeeping & financial statements (P&L, Balance Sheet)
  • ✓Bank and credit card reconciliations
  • ✓Adjusting journal entries as needed
  • ✓QuickBooks Online support and maintenance
  • ✓Client portal for document exchange
  • ✓Email support
Best ForYou're doing your own books and you know it's not sustainable. You need someone competent handling it so you can stop thinking about it.
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★ Most Popular
Growth + Tax
Your accounting and your taxes. One team.
$695 – $1,395 /month
Everything in Essentials, plus:
  • ✓Monthly 30-minute advisory call
  • ✓Quarterly financial review and summary
  • ✓Withholding planner
  • ✓Sales tax return preparation (primary state)
  • ✓Business entity tax return included (1120-S, 1065, or 1120)
  • ✓1099 preparation and filing
  • ✓Notice & Audit Protection (NAP)
  • ✓Email + phone support, priority turnaround
Best ForYour books and your taxes are handled by different people who never talk. This fixes that. One team does both, all year. No year-end surprise on the tax bill.
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Your Finance Team
You run the business. We run the numbers.
$1,495 – $2,500+ /month
Everything in Growth + Tax, plus:
  • ✓Monthly 60-minute advisory call
  • ✓Mid-year and Q4 tax projections
  • ✓Annual tax planning session (Q4 strategy call)
  • ✓Custom management reporting
  • ✓Dedicated point of contact
  • ✓Priority turnaround on all deliverables
Best ForYou run a business and you're tired of coordinating between your bookkeeper, your tax preparer, and your advisor. One team, one person, all of it handled.
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Custom
Your business doesn't fit in a box. That's fine.

Multiple entities. High transaction volume. Complex reporting. Unusual structure. If the packages above don't quite match how you operate, we'll build something that does. No templates — just a scope that makes sense for your situation. Pricing quoted after a discovery call.

Contact Us

One-time fees not included above: Onboarding/implementation and any backwork (catch-up bookkeeping, priced as monthly fee × months behind) are quoted separately. Payroll runs through a partner (Gusto, ADP, etc.) and is billed by them. Personal 1040 tax returns and additional state sales/income tax filings are available as add-ons at any tier.

Our Process

What happens after you sign on

Your first 30 days are built to create momentum. Here's the path.

1
Day 0

You sign on

Your welcome email goes out the same day. Billing is set up on ACH so nothing is hanging over you.

2
Days 1 – 3

We sit down with you

A working conversation with a manager or partner. We want to understand your business before we touch a number.

3
Days 2 – 7

We ask for what we need

One document request, sent once. As soon as enough of it is in, we start.

4
Days 8 – 15

We build the foundation

QuickBooks Online configured, bank feeds connected, your chart of accounts cleaned up. Done once so every month after this runs clean.

5
Days 16 – 18

You meet your team

A manager and a staff accountant are assigned to your account. You'll always know who you're working with.

6
Day 30

You get your numbers

Your first P&L and Balance Sheet, delivered and walked through together. You leave knowing what they mean.

Get Started

Tax Preparation Fee Estimator

Select your return type below to get an estimate for your preparation fee.

  • "I wouldn't be coming back for 10 years if you didn't do an excellent job."

  • "Steve has prepared our taxes for the last 9 years… extremely knowledgeable… always taken the time to answer our questions."

  • "Rachael and Nicole took very good care of us. I highly recommend Vogt Tax & Accounting."

    - Jim E.

  • "We have been going here for years. Always a pleasure to do business with."

    -‍ ‍Brian T.

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