Monthly Accounting Packages
All-inclusive accounting for your practice.
Tax preparation, bookkeeping, and financial oversight bundled into one predictable monthly fee. Built for Colorado small business owners across medical, dental, and legal practices.
Why packages
One Monthly Fee
No surprise invoices. Tax prep, bookkeeping, notice response, and audit defense covered under one predictable monthly payment.
Year-Round Support
Your dedicated CPA team monitors your books monthly, flags issues proactively, and keeps compliance on track all year long.
Built for Small Business
For owners and firms with 1–10 employees — high-level financial oversight without the complexity of a large firm.
Looking for standalone services instead? View standalone services →
Choose Your Package
Three plans, one CPA team.
Basic Business
Tax preparation plus compliance protection — ideal if you handle your own bookkeeping.
- Federal & state business tax return
- 1099 form preparation
- IRS / state notice response
- Full audit defense
- Year-end financial check-in
- Mid-year financial check-in
- Monthly bookkeeping in QBO
- Payroll management (ADP)
Professional Business
Full-service accounting — everything you need to stay compliant and profitable.
- Federal & state business tax return
- 1099 form preparation
- IRS / state notice response
- Full audit defense
- Year-end financial check-in
- Mid-year financial check-in
- Monthly bookkeeping in QBO
- Payroll management (ADP)
Total Business
Everything in Professional plus payroll (ADP) — complete financial management for your practice.
- Federal & state business tax return
- 1099 form preparation
- IRS / state notice response
- Full audit defense
- Year-end financial check-in
- Mid-year financial check-in
- Monthly bookkeeping in QBO
- Payroll management (ADP)
Pricing is "starting at" — final fee depends on entity complexity, transaction volume, and number of employees.
Let's talk
Ready to simplify
your finances?
From tax preparation to consulting and business formation, our Colorado Springs CPAs are here to help your business and family thrive.
Colorado Springs, Colorado
Mon–Thu: 9am–3pm