Choose from one of these accounting and tax packages, or reach out to work with us on customizing a proposal to fit your specific needs.
Packages & Pricing
Clear Pricing, Clear Value
Platinum
For comprehensive, white-glove support
Includes everything in the Gold package, plus:
Controllership duties
- Company goal setting assistance (in the first 60 days) and support, specifically in the areas of pricing, revenue, gross profit, and net income goals
- Development of Business Model Canvas to address the 9 key areas for every business
- Monthly summary of key financial indicators to help you manage your business
- Quarterly meetings (via Zoom) to review results of operations, analyze cash flow, identify trends in financial performance, and review cash flow forecasts
Annual internal business valuation for measuring value creation
Up to two meetings each month with external advisors to collaborate and coordinate on business growth
Starts at
$2300a month
Gold
For growing businesses who want to worry less and save more
Includes everything in the Silver package, plus:
Accounting & Payroll Services
- Monthly reconciliation of cash receipts and cash disbursements, plus related credit card activity
- Implementation of Dext digital document capture and digital file-saving process
- Assist with setup of Relay Financial banking solution, if applicable
- Twice monthly payroll tax processing, plus payroll tax deposits, quarterly, and annual payroll tax return filings.
Additional Services
- Monthly internal financials to show your results for financial reporting and from an income tax standpoint for the company
- Budget to actual financial reporting, if applicable
- Tax planning and coordination of estimated taxes throughout the year
- S Corporation shareholder fringe benefit compensation planning and payroll reporting
- Sales tax reporting, if applicable
- Pass-through Entity Tax payment and reporting, if applicable
Starts at
$1100a month
Silver
The essentials for peace of mind and compliance
Includes:
Tax & Compliance Services
- Preparation of annual business tax returns on or before the due date
- Close out year-end accounting trial balance for income tax reporting purposes
- Annual preparation of Form 1096 and 1099’s for independent contractors
- Year-end tax planning and recommendations for tax savings and tax projection purposes
- Discounted monthly subscription to Xero.com online general ledger accounting system
- Unlimited consulting and advice regarding accounting, tax, and business matters throughout the year
- Fixed-price agreement, no hourly billing
Optional add-on:
- Business owner’s individual federal, state, and local income tax returns for ~$900-1,200+ each
Starts at
$800a month
All Packages Include:
The Fine Print―All Specifics, No Suprises
All Packages
Unlimited consulting and advice
With a fixed price for each package, you never have to worry about being nickel and dimed for every phone call, email, or question about your accounting and taxes.
Sometimes, a business owner’s request requires additional research and analysis beyond the monthly scope of work, such as when a company is audited by a taxing agency, expands operations across state lines, or needs unique detailed business or tax planning. In these cases, we will prepare a Change Order detailing the additional scope, price, and payment terms so you can review and approve it before work begins.
Tax notice support
- Platinum tax package notice support is included through full resolution.
- Gold package notice support is included up to initial response. Any additional follow-up necessary will be billed separately as a Change Order for each occurrence.
- Silver package notice support will be billed separately as a Change Order for each occurrence.
Individual federal, state, and local income tax returns
Working with K&Co on your individual income tax returns in addition to your business tax returns can help you see the big picture, save time, and reduce your tax liability. Estimated pricing is $900-1,200+ per individual owner.
Billing and tax deductions
Payments will be drafted via ACH electronic transfers on the 1st or 15th of each month. All payments are tax deductible.
One-time setup fee
Setup includes onboarding, conversion from Quickbooks to Xero if needed, review of current and prior year books, and reconciling general ledger books to prior year tax returns.
Gold & Platinum Packages
Third-party payroll service
K&Co uses a third-party payroll service provider to process all payroll direct deposits, payroll tax remittances, and payroll tax return filings. This is a seamless process that we will set up, manage, and coordinate for you.
We will review the setup, ensure proper software integrations, and provide primary payroll processing or serve as a backup for all payroll matters. Pricing is billed separately at a discount from the provider’s standard pricing.
Platinum Packages
Monthly summary key financial indicators
This summary includes cash balance monitoring, cash needs projections, and vendor payment updates.
Attentive Accountants at Your Service
K&Co’s Philadelphia CPA team serves businesses nationwide, offering the personal attention of a boutique firm with the expertise and professionalism of a large one.
Tax News & Updates
Keeping up with changes to tax regulations can be a full-time job – and it is for us! See the latest updates and how they may impact you.
