For owner-run California businesses that would rather run the business than reconcile the bank. Four plans from $350 a month, fixed and quoted in writing before we start, with every month reviewed by a CPA.
Sole proprietors with no payroll, up to about 75 transactions a month and 1 bank account.
Up to about 200 transactions a month and payroll for up to 5 people.
Up to about 400 transactions a month, payroll for up to 15 and 1–2 locations.
16 or more employees, or several locations or entities. Larger? We quote it.
Example: a one-location café with 8 employees usually runs $1,250 to $2,000 a month. Every fee is fixed and confirmed in writing before we start. Month to month, no long-term contract.
Answer three questions for an instant estimate.
| Catch-up for books that are behind (minimum $750) | $300 per month behind |
| Additional entity | +$250 / month |
| Onboarding and setup (waived with a 12-month agreement) | $250 one time |
| Individual return (federal and California), simple | from $350 |
| Individual return with Schedule C or rentals | from $550 |
| S corporation or partnership return | from $1,250 |
| C corporation return | from $1,500 |
Monthly clients save 15% on tax returns. Your exact price is quoted in writing before any work begins.
A one-page report with cash, what customers owe you, what you owe, profit compared with last year, and a plain-English note on what changed.
| Profit and loss | March | Last March | Change |
|---|---|---|---|
| Sales | $96,300 | $88,900 | +8% |
| Food and beverage cost | $29,850 | $28,450 | +5% |
| Payroll and payroll taxes | $31,780 | $30,230 | +5% |
| Rent, utilities and other | $23,250 | $22,980 | +1% |
| Net profit | $11,420 | $7,240 | +58% |
What changed: sales were up 8% on weekend brunch, and food cost improved from 32.0% to 31.0% of sales after the new produce supplier. Sales tax for the quarter is filed and paid. Next payroll runs April 15.
Sample with made-up numbers. Your report follows the same one-page format every month.
Books behind? No lecture. We catch them up for a one-time fee quoted up front, then keep them current every month.
We prepare business returns for sole proprietors (Schedule C), partnerships and LLCs, S corporations and C corporations, plus the owner’s individual return. Send last year’s return and you get a fixed price in writing before any work begins. No hourly billing, and every return gets CPA review. How fixed-price tax preparation works →
Mark McCormick has been a California CPA since 1989 and spent 35+ years as a controller, CFO and CEO in Central Valley agriculture and food companies, including National Raisin Company. Day-to-day work is handled by an experienced team under his direct supervision, and he reviews every client’s month. More about Mark →
Usually not. We work in QuickBooks Online and the other common small-business systems. If you don’t have a system yet, we’ll set one up.
No. Service is month to month. We review the fee with you if your business grows or shrinks significantly.
No. We’re based in Fresno and work remotely with small businesses throughout California. Hawaiʻi businesses are served through our sister brand, Kōkua Financial.
Controller, forecasting and fractional CFO support are available from the same firm as you grow. See all rates →
A free 30-minute call is all it takes to get a written quote.
