Pricing

Explore transparent, value-driven pricing plans tailored to fit the unique financial needs and growth stages of your business with Strategis.

Accounting that Fits Your Needs

Choose your Package

CORE

Starting at $500

ADVANCED

Starting at $750

ULTIMATE

Starting at $1,500

Add Ons

Individual Tax & Planning

Planning and preparation of owner’s personal Federal tax return

Starting at: $100 per month

Budget Creation & Annual Update

Starting at: $1,000 plus $75 per month

QB Tech support in excess of package

Starting at: $175 per hour or $800 for a five hour package

Payroll Services

$86/$61/$40 Base Cost

Small Business Strategic Tax Package

If you have “squeaky clean books”, you may not require one of our Small Business Accounting Packages. Our Small Business Strategic Tax Package provides access to our comprehensive business and tax advice and a dedicated tax manager to give greater insight into running your business.

Starting at: $350 per month

Related Company Tax Preparation

At this time, we do not support tax only clients. However, for our Small Business Accounting Package clients if you have a related business such as a rental real estate entity we can handle these returns for you.

Accounting for these businesses is billed separately based on the number of transactions and the complexity of the work.

Starting at: $1,100

To empower better decisions,
check out our package features below:

Advisory

CORE

ADVANCED

ULTIMATE

Regular phone call conversation, emails, and meetings based on level of service

Year-end tax projection for one owner

Planning to optimize taxes

-

Budget creations and annual update

Add On Fee

Add On Fee

Add On Fee

Accounting

Post, modify, adjust, or correct transactions to the books monthly

-

Monthly

Weekly

Reconciliation of all bank accounts, credit cards, and loans

Quarterly

Monthly

Variable

Manage bank and credit card feeds

Add On Fee

Add On Fee

Analyze general ledger

Quarterly

Monthly

Monthly

Maintain Fixed Asset / Depreciation Update

Annual

Quarterly

Monthly

Standard financial statement package

Quarterly

Monthly

Monthly

Weekly Accounts Payable bill pay

-

-

Add On

Delivery by the 25th of the month

1/4 Hour QB Support Monthly

Quickbooks tech support & training

Add On Fee

Add On Fee

Add On Fee

Tax

Prepare Business Entity Federal and State Income Tax Return

Prepare Tangible Property Tax return

Prepare and file sales tax return

Add On Fee

Single Business Owner Quarterly Estimated Tax Payments – Federal

Prepare and file Forms 1099

Add On Fee

Add On Fee

Add On Fee

Individual Tax Preparation and Planning

Add On Fee

Add On Fee

Add On Fee

Tech Stack

Accounting software-QuickBooks Online

Bill payment (BILL)

-

-

Payroll (ADP Run)

Add On Fee

Add On Fee

Add On Fee

Unlock Your Business Potential

Dive into “10 Mistakes that Increase Your Risk of a Tax Audit” and discover actionable strategies to enhance your cash flow and elevate your business.