The Foundations

  • Tax Prep (1 business + personal)
  • Annual Tax Projections
  • Monthly Bookkeeping & Receipt Tracker
  • Financials & KPI Dashboard
  • Payroll

Starting at $695/mo.


Most Popular!

  • Everything in Essentials +
  • Semi-annual Tax Projections
  • Weekly Bookkeeping Frequency
  • Bill Pay Management
  • Scenario Planning
  • Quarterly coaching meetings

Starting at $1,375/mo.


Solving Your Biggest Challenges

  • Everything in Core +
  • Quarterly Tax Projections
  • Daily Bookkeeping Frequency
  • Monthly coaching meetings
  • Cash Flow Forecasting
  • Receivable Management


Need a Custom Solution? Use our Fee Calculator below to receive a Fee Estimate from Montgomery & Co.

Fee Estimate Calculator

Total Monthly Investment

(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!