Pricing

Essentials

The Foundations

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

Starting at $695/mo.

Core

Starting at $1,375/mo.

Complete

Solving Your Biggest Challenges

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

Contact

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

Fee Estimate Calculator

Individual Tax Prep

Frequency of estimated tax projections

Business Tax Prep

Bookkeeping & Financials

Number of Monthly Transactions

Number of Bank and Credit Card Accounts

Bill Pay Management

Payroll

Number of Employees

Frequency of Coaching Sessions

Total Monthly Investment

First Name

Last Name

My Email Address

Website URL (optional)

(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!