Essentials

The Foundations

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

Starting at $695/mo.

Core

Most Popular!

  • Everything in Essentials +
  • Semi-annual Tax Projections & Planning
  • Weekly Bookkeeping Frequency
  • Bill Pay Management
  • Scenario Planning
  • Quarterly fractional CFO

Starting at $1,375/mo.

Complete

Solving Your Biggest Challenges

  • Everything in Core +
  • Quarterly Tax Projections & Planning
  • Daily Bookkeeping Frequency
  • Monthly fractional CFO
  • Cash Flow Forecasting
  • Receivable Management
  • Weekly Scorecard

Contact

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

Fee Estimate Calculator

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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!