- Tax Prep (1 business + personal)
- Annual Tax Projections and Planning
- Monthly Bookkeeping & Receipt Tracker
- Financials & KPI Dashboard
Starting at $695/mo.
- Everything in Essentials +
- Semi-annual Tax Projections & Planning
- Weekly Bookkeeping Frequency
- Bill Pay Management
- Scenario Planning
- Quarterly fractional CFO
Starting at $1,375/mo.
Solving Your Biggest Challenges
- Everything in Core +
- Quarterly Tax Projections & Planning
- Daily Bookkeeping Frequency
- Monthly fractional CFO
- Cash Flow Forecasting
- Receivable Management
- Weekly Scorecard
Need a Custom Solution? Use our Fee Calculator below to receive a Fee Estimate from Montgomery & Co.
Fee Estimate Calculator
(Note: Your Fee Estimate will be delivered as a PDF to the email address that you supply.)Disclaimer: We believe in transparent and simple pricing. However, this is not an exact price but only an estimate as needs can vary greatly. In no way does this estimate obligate Montgomery & Company, CPAs to provide service to any client based on this estimate alone. This estimate does not constitute a legally binding engagement letter or service agreement of any kind. Estimates are per company. Multiple company price discounts are available. Please contact us to secure a proposal that is specific to your unique needs. We look forward to assisting you to obtain a firm proposal!