Fees below are the published monthly scopes. Documents, e-sign, and return delivery use the ProConnect client portal. The books stay in QuickBooks Online.
Master's in accounting with a tax focus · 30+ years in southeastern Oklahoma and the DFW area · Not a CPA or Enrolled Agent. This is business tax planning and financial advisory, not attest services, audits, or IRS representation.
Monthly review
Essential
$425/ mo
$5,100 per year · billed monthly
Steady tax and books rhythm for owners who already use QuickBooks Online and want an experienced advisor in the loop each month.
Includes
Monthly QuickBooks Online review with written notes
Tax calendar and estimated-tax reminders
Secure ProConnect client portal for documents, e-sign, and tax-return delivery
Reasonable email questions within scope
Ongoing watch for entity, deduction, and filing deadlines that affect your business
Best for
lean owner-operated businesses that keep current books and want proactive reminders, not a once-a-year scramble.
For owners who want planning conversations on top of the monthly review.
Includes
Everything in Essential
A quarterly tax-planning meeting
Cash-flow and margin discussion grounded in your QuickBooks Online reports
Planning conversations on pricing, hiring, and major purchases from a tax and cash angle
Priority turnaround on ProConnect portal requests
Best for
businesses with employees or contractors, uneven cash months, or owners weighing S corp, distributions, and reinvestment, discussed as planning and coordination, with filings handled under a separate engagement when needed.
Fractional CFO-style support for owners who want a regular thinking partner on tax, cash, and decisions.
Includes
Everything in Growth
A monthly strategy call
Deeper forecast and what-if reviews from QuickBooks Online
Coordination with your bookkeeper or payroll provider
Prep support when you need clearer numbers for a lender or partner conversation
Proactive notes when trends in the books look off
Best for
established small businesses where roughly $9k a year of advisory is cheap compared with tax surprises or cash crunches, and where judgment and experience matter more than a CPA credential on the website.
Monthly retainer billed through QuickBooks Online. Documents, signatures, and tax-return delivery live in the ProConnect client portal. Books reviewed in QuickBooks Online. Website packages describe the advisory relationship; the signed engagement letter controls scope. Business tax returns, personal returns, and cleanup projects are quoted separately when you need them.
