Clear Pricing Plans for Accounting,
Tax, and CFO Advisory

Our accounting packages include one complimentary state income-tax filing with your standard business return. Additional state filings or multi-state compliance needs are priced separately and reflected in your quote.

Try the slider at the top of the page to see some estimates based on monthly business expenses. For example, a simple, single-entity service business with $20,000 in monthly expenses, current cash-basis books, up to four bank accounts, and 200 monthly transactions could start at $595/month for Foundation, $795/month for Growth, or $1,299/month for Strategic. Cleanup, payroll, sales tax filings, and additional services are extra. Schedule a consultation today to get a quote customized to your business needs.

While we hope it never comes to that, you can cancel with 30 days’ written notice. See Section 10 of our Terms & Conditions for full details.

Your tax team includes a tax preparer, CPA, and/or Enrolled Agent (EA). A tax preparer typically completes the initial preparation of returns. All tax returns are reviewed and filed by a licensed CPA or licensed EA.

EAs are federally licensed by the U.S. Department of the Treasury to prepare taxes and can represent clients before any office of the IRS. LedgerWay, Inc. and AMS CPAs operate under an alternative practice structure (APS disclosure).

We prepare most of our clients’ personal returns and can certainly prepare and file yours. Personal returns are not automatically included in your business accounting package. We will create a personalized quote that includes a personal return. You can also see our tax pricing above.

You should review the notice carefully and speak with a tax professional as soon as possible. As a client, your coverage depends on your package and whether LedgerWay prepared the return or underlying account work. We also offer an additional audit protection plan.

It can be, because industries have different accounting needs, such as inventory, job costing, or multiple sales channels. Your quote reflects the complexity of your business and the services you need.

Yes. Material changes in your business volume or complexity, or incomplete or inaccurate information used for the original quote, can trigger an adjustment with 30 days’ prior written notice (Terms & Conditions, Section 4). If you decide to upgrade your package or add on additional services, that will also change your pricing.

Contact your LedgerWay team, and we’ll confirm the revised services, price, and effective date in writing. Changes typically take 30 days; however, timing and eligibility depend on your engagement. You can reference your engagement letter for full details.

Yes, we offer add-ons for each of our packages. Let our team know during the quote process, and we will add tax planning or advisory services to your package. For a one-off planning call, we’ll confirm availability, scope, and pricing separately.

Depending on your needs, there may be a one-time onboarding fee, cleanup costs, or charges for services outside your package. Your proposal will outline these separately, so you understand the engagement before getting started.

That’s common, and we can help with catch-up and cleanup bookkeeping as a separate engagement before moving to ongoing monthly service. Clean-up bookkeeping projects are priced at $200 per hour, and the total will depend on the amount of cleanup needed.

We’ll meet to learn about your business, review your accounting and tax needs, and recommend a scope of services with a clear quote. Once you approve the proposal, we’ll coordinate onboarding and confirm your start date. If you’re ready to move quickly, so are we.

Yes, you’ll work with a dedicated, named team that knows your business, rather than a rotating pool of staff. You can reach your team by phone or email, with secure document sharing through our client portal.

Yes, this is where we do some of our best work. Many of our clients have multiple entities, real estate holdings, and complex ownership structures, and we tailor our services to those needs.

Yes, we can work alongside your existing team, adding controller oversight or CFO advisory without replacing a bookkeeping setup you trust. We’ll define who handles day-to-day bookkeeping, reviews, reporting, and planning so responsibilities are clear.

Every business is different. Starting prices reflect a typical small business. Your final price depends on factors like transaction volume, number of accounts and entities, and whether you use accrual accounting. We confirm everything in writing before you sign.

Foundation fits businesses that need reliable books and a filed return. Growth adds tax planning and regular insight, and is the right fit for most growing businesses. Things change as you grow, so this helps you stay ahead. Strategic is built for complex or multi-entity companies that want forward-looking visibility and CFO-level advisory.

Yes. Every monthly accounting package includes one current-year business return and one state filing at no extra cost, as long as you’re a client for more than 3 months of that tax year. Additional entities and state filings are available as add-ons.

We will scope a one-time catch-up or cleanup project before your monthly package begins, so you start from accurate numbers.

Tax-only engagements are billed as an annual flat fee. Half is due at signing and the balance is due when your return is delivered. Prior-year returns are paid in full up front.