Three ways to work with us
| Per client file | Per chargeable hour | Dedicated team member | |
|---|---|---|---|
| Price | Custom quote: a fixed monthly fee per client | From USD 12 per hour | From USD 600 per month |
| How it’s billed | Monthly, per client entity | Monthly in arrears, for hours actually worked | Monthly, per team member |
| What drives the price | Transaction volume and complexity | Hours and seniority of the work | Role and experience |
| Best for | CPA firms and practices that want predictable costs per client | Peak season, overflow and one-off work | Firms with steady, high-volume work |
| Senior review and engagement manager | Included | Included | Included |
These are starting prices. The actual fee depends on scope and is agreed case by case before work starts.
Our recommended model: per client file
Paying per client file means you know what each client costs you every month. It also means our efficiency is our problem: if we get faster, your price does not go up.
What is always included
- Senior review of every file before it reaches you.
- An engagement manager as your point of contact.
- Written checklists for each client, kept up to date.
- Named logins and access removed when the engagement ends.
Tax returns
US business tax returns are quoted as a fixed fee per return, based on the entity type, the number of states and how ready the books are. See US business tax returns.
Not included
Audit opinions, software licences and any work outside the agreed scope, which we quote before starting.
Estimate your saving
Try the savings calculator with your own salary figures, then book a call for a quote.
Frequently asked questions
Why do you recommend pricing per client file?
How do you work out a per-client-file quote?
How does hourly billing work?
What does a dedicated team member cost?
Do Singapore clients pay in Singapore dollars?
Is there a setup fee or long contract?
Are software licences included?
General information only, not legal, tax, audit or professional-conduct advice. Rules, standards and software features change, so confirm the position that applies to your firm before you act. See our disclaimer.
