How Much Do Integrated Accounting Services Cost?
Navigating your business’s finances alone costs you time and resources.
Invest in your growth today.
Core
Accounting & Tax Bundle
Save on taxes and stay compliant with an accounting partner who will get your finances in order.
Package includes:
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Business tax preparation and filing
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State tax preparation and filing
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Due date monitoring
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Monthly account reconciliation
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Reconcile bank accounts /credit cards/loans
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Maintaining your general ledger
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Monthly basic financial reporting
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Dedicated account team
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Advisory (regular phone, email and meetings)
starting at
$750/mo
Plus
Advisory Bundle
Make smart financial decisions with an advisor who will interpret your numbers and provide guidance.
Package includes everything in the Core Package and:
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Cash-flow projections
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Industry benchmarks & KPIs
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Profitability & expense review
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Quarterly advisory meetings
starting at
$1,200/mo
Complete
CFO Bundle
Increase profit with a fractional CFO who will oversee all business finances and strategy.
Package includes everything in the Plus Package and:
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Monthly advisory meetings
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Investment management
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Cost management
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Capital management
starting at
$2,500/mo
Prices subject to change based on your business’s complexity.
Packages can be customized with the following add-on services.
Add-On Services
Add-on services are typically billed annually or based on frequency.
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Payroll
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Entity Formation Services
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Sales Tax
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Retirement Plan Setup
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Annual 1099s
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Personal Property Tax
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Personal Tax Returns
Getting Started with CMH Advisors
Inquiry
Start the conversation by filling out our online form to give us information about your business and the services you’re looking for.
Discovery
We’ll schedule a discovery call to explore your needs, pain points, and goals, then craft a plan tailored just for you.
Onboarding
Our partnership begins with an initial strategy session to lay the groundwork for our collaborative relationship, moving us toward achieving your business goals.
Getting Started with CMH Advisors
Inquiry
Start the conversation by filling out our online form to give us information about your business and the services you’re looking for.
Discovery
We’ll schedule a discovery call to explore your needs, pain points, and goals, then craft a plan tailored just for you.
Onboarding
Our partnership begins with an initial strategy session to lay the groundwork for our collaborative relationship, moving us toward achieving your business goals.
Are You Leaving Money on the table?
Working with an annual CPA:
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Interacts with you once a year
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Understands your current tax situation
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Services dozens, or hundreds, of clients
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Provides transactional, reactive services
Working with an advisory-focused firm:
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Interacts with you year round
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Understands your complete financial picture
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Services a limited client roster
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Provides holistic, proactive advice & services
“CMH provides stellar high quality service. Nan Cook promptly responds to my inquiries. She is efficient coordinating a pre-preparation meeting providing timely estimates when the return will be ready for review. The website is extremely useful providing access to communications and returns as well as e-filing documents.”
- Barry Saul
Your Path To Financial Success
Working with an advisory-focused accounting firm gives you:
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Clarity on your entire financial situation
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Year-round, proactive guidance to see what you’re missing
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Confidence to make crucial business decisions
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Freedom to capitalize on growth opportunities in real time
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Peace of mind that you’re in good hands
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Tailored strategies that align with your long-term business goals
Frequently Asked Questions
Yes, our one-time onboarding fee allows our team to assess your financials in more detail, accounts for getting everything set up within our system, and includes your initial strategy session. Our onboarding fee ranges from $1,000 to $3,000 depending on the complexity of your business.
Of course! We will assess the current state of your books and let you know of any back work required. We would need to catch up your monthly plan based on the time of year and any accounting work needed.
We base our packages on the complexity of each client. Some factors that affect your monthly fee include:
- Accounting activity and complexity
- Number of monthly transactions
- Number of bank accounts, credit cards, and loans
- Annual revenue
- Number of business locations
- Inventory, third-party apps, and number of owners/partners
Your business tax return is included in your monthly plan, so there is no additional charge! Extra filing costs would only occur if you opened a new location in a different state with additional filing requirements or changed entity structure within the year.
For personal tax preparation, fee is based on forms filed and complexity.
There are a few factors that go into determining the cost of back taxes. We will need to assess the current state of your books and get them caught up from when you last filed.
Typically, the price of your back work is determined by how many years of tax returns need to be filed plus any additional state reporting or accounting work needed.