Transparent Pricing
Clear, predictable retainers based on scope and complexity—not hourly billing or surprise invoices.
Our Pricing Philosophy
We believe professional accounting and advisory services should be clear, predictable, and aligned with the value delivered—not billed by the hour.
Our pricing is structured as flat monthly retainers based on the scope, complexity, and level of financial leadership required. This approach allows our clients to budget with confidence while ensuring they receive proactive guidance, consistent service, and year-round support.
What Our Pricing Reflects
Complexity over volume
Multi-entity structures, payroll, industry-specific requirements, and regulatory oversight matter more than transaction counts alone.
Experience and judgment
Our work is guided by CPA oversight and decades of financial leadership experience, not entry-level processing.
Proactive involvement
We focus on anticipating issues, identifying opportunities, and improving financial clarity—not reacting after problems arise.
Strategic access
Clients receive direct access to senior-level insight, not layers of handoffs.
What Our Pricing Avoids
- Hourly billing and surprise invoices
- Transaction-based nickel-and-diming
- One-size-fits-all packages
- Reactive, compliance-only relationships
Our goal is to serve as a long-term financial partner—providing clarity, confidence, and strategic insight as your organization grows.
Final pricing is determined after a brief discovery conversation to ensure alignment between scope, expectations, and outcomes.
Service Tiers & Pricing Overview
Accounting
Best For: Owners who want clean books and reliable compliance.
Accounting & Advisory
Best For: Owners who want deeper insight and ongoing financial guidance.
Fractional CFO Advisory
Best For: Businesses that need experienced financial leadership and strategic support.
† CPA-prepared financial statements are prepared in accordance with the Statements on Standards for Accounting and Review Services (SSARS), specifically SSARS No. 27, as issued by the American Institute of Certified Public Accountants (AICPA). These services do not constitute a compilation, review, or audit, and no assurance is provided.
Not sure which plan fits? We're happy to talk it through.
Tax Preparation
Best for individuals and business owners who need professional tax preparation and filing support.
Includes:
- CPA preparation and review
- Secure client portal and document management
- Electronic filing and confirmation
- Identification of planning considerations
Starting Fees
| 1040 | $500 |
| 1040 for Child | $150 |
| 1040 w/ Schedule C | $800 |
| 1040 w/ Schedule E | $800 |
| 1065 / 1120 / 1120S | $1,500 |
*Base pricing reflects a standard return with organized records. Fees may vary based on complexity, including additional state filings, investment transactions, or additional schedules.
**Tax preparation is included for clients enrolled in SMG's monthly accounting and advisory service plans.
Ready to Discuss Your Needs?
Let's have a brief discovery conversation to determine the right service tier and pricing for your business.
Schedule a Free Consultation