Pricing

Clear scope. Predictable monthly pricing.

Every business is different, so we don’t sell one-size-fits-all packages. We do something better: a written proposal with a defined scope, named deliverables, and a flat monthly fee — before you commit to anything.

How it works

Four principles, no surprises.

A predictable monthly fee

Recurring work is billed flat — no surprise hourly billing for routine questions.

A clear written scope

Both sides know exactly what’s included, in writing, before work begins.

Projects priced separately

Cleanup and special projects are defined one-time projects with their own quote.

Scope reviewed as you change

New state, new entity, first employees — the fee always matches reality.

Flexible ways to work together

Built Around Your Business, Not a Fixed Package

Every Balance Partners engagement is tailored to your business. Start with the services you need today, then add support as your operations grow.

Financial Foundation

For businesses that need dependable books, clear reporting, and selected compliance support.

Common service combinations may include:

  • Monthly bookkeeping and reconciliations
  • Month-end close and financial statements
  • Sales tax or payroll accounting support
  • Accountant’s plain-English review notes

Customized based on your reporting and compliance needs.

Accounting + Tax

For owners who want their accounting, compliance, and tax responsibilities coordinated in one place.

Common service combinations may include:

  • Monthly accounting and financial reporting
  • Sales tax or payroll compliance
  • Year-round tax planning
  • Quarterly tax estimates
  • Annual business tax return preparation

Services are selected according to your entity, operations, and filing requirements.

Integrated Back Office

For growing businesses that want a trusted partner to coordinate the broader financial and compliance function.

Common service combinations may include:

  • Monthly accounting and management reporting
  • Payroll coordination
  • Sales tax compliance
  • Tax planning and annual tax preparation
  • Multi-state registration and compliance support
  • Ongoing back-office guidance

Designed for businesses with multiple employees, entities, states, or reporting needs.

Customized monthly engagements start at $1,500.Monthly engagements are built around the services your business needs. Pricing reflects transaction volume, number of accounts, employee headcount, filing jurisdictions, reporting complexity, and any historical cleanup requirements.

The $1,500 starting point applies to the total monthly engagement, not to any one service.

Request a Customized Proposal →Tell us what you need help with, and we will recommend an appropriate service combination.

What happens next

From call to proposal.

  1. A 20-minute fit call about your business and current setup.
  2. A written proposal outlining responsibilities, deliverables, timeline and the monthly fee.
  3. You decide. No obligation, no pressure — if we’re not the right fit, we’ll say so.

Book a 20-Minute Fit Call

Get a clear, written proposal scoped to your actual situation.

Book a 20-Minute Fit Call →