DOAAR Pricing
While we charge hourly rates to start, our clients’ historic costs can provide you with a fairly accurate estimate. Simply pick your accounting type (Cash, Hybrid or Accrual), your business’ average monthly spend, and an estimated monthly cost will populate.
Call, email, or message us to learn more.
Estimated Monthly Bookkeeping Cost
Cash
Hybrid
Accrual
Cash
Monthly service interval – Ideal for businesses with growing revenue and responsibility but lack the time or desire to perform and oversee month-end accounting functions. This package is a Cash Basis accounting, with reporting that displays income at the time it was received and expenses at the time they were paid. This is great for owners looking for a quick overview of cash flow.
DOAAR managed Cash Basis accounting: Aggregation, Categorization (with Expense Classes, if necessary), Reconciliation, Month-End Close, and Performance Reporting.
*Prices shown above are based on client averages and include a mix of bookkeeping services. Monthly rate will vary based on your specific needs and requirements.
Hybrid
Weekly service interval – Ideal for businesses with increasing profits, and available bandwidth, who require a partially outsourced accounting solution to focus on targeted growth with greater financial insight. This is more than a cash basis accounting, not as robust as a fully managed accrual basis accounting. Under this hybrid plan, DOAAR and its clients (owners and/or team members) work together to accomplish many operational accounting responsibilities.
DOAAR basics: Aggregation, Categorization (with Expense Classes, if necessary), Reconciliation, Month-End Close, and Performance Reporting.
Fractional services: Payroll, Contractor tracking, Accounts Payable, Accounts Receivable, Sales Tax, Job Costing, or Inventory Management in conjunction with client (dual responsibility).
*Prices shown above are based on client averages and include a mix of bookkeeping services. Monthly rate will vary based on your specific needs and requirements. Call or message us for a personalized quote.
Accrual
Daily service interval – Ideal for businesses seeking greater financial transparency, and who need a completely integrated back office accounting solution. This is great for companies with limited internal bandwidth and is far less expensive than hiring an in-house accountant. This package is a full-service Accrual Basis accounting, with reports that display income at the time it was invoiced and expenses at the time they were purchased, regardless of when payment occurred. This is appropriate when you want to view income earned and expenses incurred.
DOAAR basics: Aggregation, Categorization (with Expense Classes, if necessary), Reconciliation, Month-End Close, and Performance Reporting.
DOAAR managed Accrual Basis accounting: Payroll, Contractor tracking, Expense Reimbursements, Sales Commissions, Accounts Receivables (Accrued Revenues, Deferred Revenues), Accounts Payable (Accrued Expenses, Deferred Expenses), Non-Cash Transactions, Sales Tax, Job Costing, and Inventory Management.
*Prices shown above are based on client averages and include a mix of bookkeeping services. Monthly rate will vary based on your specific needs and requirements.
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Monthly service interval – Ideal for businesses with growing revenue and responsibility but lack the time or desire to perform and oversee month-end accounting functions. This package is a Cash Basis accounting, with reporting that displays income at the time it was received and expenses at the time they were paid. This is great for owners looking for a quick overview of cash flow.
DOAAR managed Cash Basis accounting: Aggregation, Categorization (with Expense Classes, if necessary), Reconciliation, Month-End Close, and Performance Reporting.
*Prices shown above are based on client averages and include a mix of bookkeeping services. Monthly flat rate will vary based on your specific needs and requirements. Call or message us for a personalized quote.
Weekly service interval – Ideal for businesses with increasing profits, and available bandwidth, who require a partially outsourced accounting solution to focus on targeted growth with greater financial insight. This is more than a cash basis accounting, not as robust as a fully managed accrual basis accounting. Under this hybrid plan, DOAAR and its clients (owners and/or team members) work together to accomplish many operational accounting responsibilities.
DOAAR basics: Aggregation, Categorization (with Expense Classes, if necessary), Reconciliation, Month-End Close, and Performance Reporting.
Fractional services: Payroll, Contractor tracking, Accounts Payable, Accounts Receivable, Sales Tax, Job Costing, or Inventory Management in conjunction with client (dual responsibility).
*Prices shown above are based on client averages and include a mix of bookkeeping services. Monthly flat rate will vary based on your specific needs and requirements. Call or message us for a personalized quote.
Daily service interval – Ideal for businesses seeking greater financial transparency, and who need a completely integrated back office accounting solution. This is great for companies with limited internal bandwidth and is far less expensive then hiring an in-house accountant. This package is a full-service Accrual Basis accounting, with reports that display income at the time it was invoiced and expenses at the time they were purchased, regardless of when payment occurred. This is appropriate when you want to view income earned and expenses incurred.
DOAAR basics: Aggregation, Categorization (with Expense Classes, if necessary), Reconciliation, Month-End Close, and Performance Reporting.
DOAAR managed Accrual Basis accounting: Payroll, Contractor tracking, Expense Reimbursements, Sales Commissions, Accounts Receivables (Accrued Revenues, Deferred Revenues), Accounts Payable (Accrued Expenses, Deferred Expenses), Non-Cash Transactions, Sales Tax, Job Costing, and Inventory Management.
*Prices shown above are based on client averages and include a mix of bookkeeping services. Monthly flat rate will vary based on your specific needs and requirements. Call or message us for a personalized quote.
Hourly Rates
Bookkeeping
Controller
CFO
Bookkeeping
Training, Operations & Administrative – In addition to the basic aggregation, categorization and reconciliation of transactions, anything and everything you would like us to assist you with.
Hourly Rate: $100
Controller
Controller Services – Month-End Close, Financial Statements, Budgets, Cost Accounting, Key Performance Indicators, Analytics, Processes, and Controls.
Hourly Rate: $150
CFO
Chief Financial Officer Services – Business Planning, Strategy, Cashflow, Financial Planning, Forecasting, Tax Planning, and Oversight.
Hourly Rate: $250
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Chief Financial Officer Services – Business Planning, Strategy, Cashflow, Financial Planning, Forecasting, Tax Planning, and Oversight.
Hourly Rate: $250
Controller Services – Month-End Close, Financial Statements, Budgets, Cost Accounting, Key Performance Indicators, Analytics, Processes, and Controls.
Hourly Rate: $150
Training, HR, Operations & Administrative – Anything and everything you would like us to assist you with.
Hourly Rate: $100
Hourly Engagements
CFO
Controller
Bookkeeping
CFO
Chief Financial Officer Services – Business Planning, Strategy, Cashflow, Financial Planning, Forecasting, Tax Planning, and Oversight.
*All Engagements are month to month. Unused hours booked can be rolled into the following month, but not the month after. Hours more than the engagement amount are charged at the engagement rate. Hours unused at the termination of an engagement are forfeited.
Controller
Controller Services – Month-End Close, Financial Statements, Budgets, Cost Accounting, Key Performance Indicators, Analytics, Processes, and Controls.
*All Engagements are month to month. Unused hours booked can be rolled into the following month, but not the month after. Hours more than the engagement amount are charged at the engagement rate. Hours unused at the termination of an engagement are forfeited.
Bookkeeping
Training, Operations & Administrivia – Anything and everything you would like us to assist you with.
*All Engagements are month to month. Unused hours booked can be rolled into the following month, but not the month after. Hours more than the engagement amount are charged at the engagement rate. Hours unused at the termination of an engagement are forfeited.
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Chief Financial Officer Services – Business Planning, Strategy, Cashflow, Financial Planning, Forecasting, Tax Planning, and Oversight.
*All Engagements are month to month. Unused hours booked can be rolled into the following month, but not the month after. Hours more than the engagement amount are charged at the engagement rate. Hours unused at the termination of an engagement are forfeited.
Controller Services – Month-End Close, Financial Statements, Budgets, Cost Accounting, Key Performance Indicators, Analytics, Processes, and Controls.
*All Engagements are month to month. Unused hours booked can be rolled into the following month, but not the month after. Hours more than the engagement amount are charged at the engagement rate. Hours unused at the termination of an engagement are forfeited.
Training, HR, Operations & Administrative – Anything and everything you would like us to assist you with.
*All Engagements are month to month. Unused hours booked can be rolled into the following month, but not the month after. Hours more than the engagement amount are charged at the engagement rate. Hours unused at the termination of an engagement are forfeited.
Strategic Partner Pricing
Below you will find our pricing tools for services provided in collaboration with our strategic partners. Scroll down to your desired service and make the appropriate selections for an estimated cost. Call, email, or message us to move forward.
Tax Services
Tax Preparation
Tax Planning
Tax Resolution
Tax Preparation
Tax Preparation – Business and Personal Returns, Expat Tax Services, Tax Extensions, Previous Returns Review, and Amended Returns.
*Advertised tax preparation costs are based on client averages. Returns may be more or less depending on complexity. Review of your previous year(s) returns, and disclosure of any material changes in current year, is required to provide an accurate quote.
Tax Planning
Tax Planning – Optimize Deductions, Utilize Tax Credits, Income Timing, Expenditure Planning, and Entity Structure.
Average Cost: $225/hr
*Average rate shown above. Cost may vary based on the consultant you are working with (sophistication & area of expertise)
Tax Resolution
Tax Resolution– State and Federal Audits, Levies, Payment Plans, Collection Appeals, Delinquent Returns, and Payroll Tax
Average Cost: $150/hr
*Average rate shown above. Cost may vary based on the consultant you are working with (sophistication & area of expertise)
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Tax Preparation – Business and Personal Returns, Expat Tax Services, Tax Extensions, Previous Returns Review, and Amended Returns.
*Advertised tax preparation costs are based on client averages. Returns may be more or less depending on complexity. Review of your previous year(s) returns, and disclosure of any material changes in current year, is required to provide an accurate quote.
Tax Planning – Optimize Deductions, Utilize Tax Credits, Income Timing, Expenditure Planning, and Entity Structure.
Average Cost: $225/hr
*Average rate shown above. Cost may vary based on the consultant you are working with (sophistication & area of expertise)
Tax Resolution – State and Federal Audits, Levies, Payment Plans, Collection Appeals, Delinquent Returns, and Payroll Tax
Average Cost: $150/hr
*Average rate shown above. Cost may vary based on the consultant you are working with (sophistication & area of expertise)
Financial Services
Financial Planning
Retirement Planning
Investment Advisory
Financial Planning
Financial Planning – Financial Plans, Investment Planning, Insurance Planning, Tax Planning, Customized Reporting, On-Going Review, and Alignment.
Average Cost: $225/hr
*Average rate shown above. Cost may vary based on the consultant you are working with (sophistication & area of expertise)
Retirement Planning
Retirement Planning – Time Horizons, Expense Estimation, After-Tax Returns, Risk Tolerance, 401(K), IRA, Pension, Annuity, Social Security, Estate, and Charitable Planning.
Average Cost: $225/hr
*Average rate shown above. Cost may vary based on the consultant you are working with (sophistication & area of expertise)
Investment Advisory
Investment Advisory – Client Analysis, Portfolio Creation, Investment Management, Tax Planning, Customized Reporting, On-Going Review, and Alignment.
*Investment advisory example: A client with AUM (assets under management) of $1M pays $10K per year. This fee is charged in advance, on a quarterly basis, at $2.5K (($1M x 1%)/4).
*Please note: Advertised rates may require managed accounts.
Advisory services provided by Axxcess Wealth Management, LLC (AWM), an Investment Adviser registered with the SEC. Advisory services are only offered to clients or prospective clients where Axxcess Wealth Management, LLC and its Investment Advisor Representatives are properly licensed or exempt from registration. Securities are offered by Arete Wealth Management, LLC member FINRA, SIPC, NFA. Axxcess offers advisory services independent of Arete. Neither firm is affiliated.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
Financial Planning – Financial Plans, Investment Planning, Insurance Planning, Tax Planning, Customized Reporting, On-Going Review, and Alignment.
Average Cost: $225/hr
*Average rate shown above. Cost may vary based on the consultant you are working with (sophistication & area of expertise)
Retirement Planning – Time Horizons, Expense Estimation, After-Tax Returns, Risk Tolerance, 401(K), IRA, Pension, Annuity, Social Security, Estate, and Charitable Planning.
Average Cost: $225/hr
*Average rate shown above. Cost may vary based on the consultant you are working with (sophistication & area of expertise)
Investment Advisory – Client Analysis, Portfolio Creation, Investment Management, Tax Planning, Customized Reporting, On-Going Review, and Alignment.
*Investment advisory example: A client with AUM (assets under management) of $1M pays $10K per year. This fee is charged in advance, on a quarterly basis, at $2.5K (($1M x 1%)/4).
*Please note: Advertised rates may require managed accounts.
Advisory services provided by Axxcess Wealth Management, LLC (AWM), an Investment Adviser registered with the SEC. Advisory services are only offered to clients or prospective clients where Axxcess Wealth Management, LLC and its Investment Advisor Representatives are properly licensed or exempt from registration. Securities are offered by Arete Wealth Management, LLC member FINRA, SIPC, NFA. Axxcess offers advisory services independent of Arete. Neither firm is affiliated.