01
Advice
- Monthly performance reports, prepared and explained
- Tax planning during the year
- General business consulting
The pillar the other 3 exist for.
Pricing, in plain sight
The Core Package starts at $750 a month. Flat.
Most firms make you book a call to hear a number. Here is ours, what it includes, and exactly what moves it up or down. Simple, transparent pricing: no hidden fees, no surprises, and no open questions before the work starts. If we are not the right fit, we will say so on the first call.
Accounting Core
What $750/month starts covering
One package, 4 pillars, one team. We built it for owner-operated businesses that want to grow and stay financially healthy.
02
Account reconciliation
- Transactions posted to the books
- Bank accounts reconciled
- Credit cards and loan accounts reconciled
- Electronic transactions reconciled in QuickBooks
03
Payroll
- Payroll prepared, your team paid on time
- Payroll taxes submitted to agencies
- Payroll returns and W-2s filed
- Pension and garnishment remittance
- Human resources support
04
Tax
- Business tax preparation
- Sales tax preparation
- Personal property tax preparation
- 1099s prepared for your contractors
No surprises
How we calculate your fee
scoped upfront
Your flat monthly fee
We scope your business before we start: transaction volume, number of accounts, employees on payroll, filing requirements, and complexity. You get one number, in writing, and it does not change with our hours.
one time
Onboarding: 2x your monthly fee
A one-time fee that covers setting up your systems: data migration, software integrations, onboarding calls, and communicating with agencies so everything runs smoothly from month one.
Available add-ons
Add what you need. Skip what you do not.
Individual Tax & Planning
Comprehensive tax planning and preparation for the business owner's personal federal and state returns.
from $100/month
Tax Notice Response
An IRS or state notice arrives, you forward it, we handle and address it. All of them.
from $75/month
Budgeting
Annual budget built with you, plus monthly budget-to-actual reporting so drift gets caught early.
from $75/month
plus a one-time $1,000 setup fee
Accounts Payable
We manage and pay your bills on a weekly basis. Vendors happy, late fees gone.
from $250/month
Receipt Management
Receipts captured and organized electronically for accurate, audit-ready record keeping.
from $250/month
Hourly consulting
For project work outside the package: one standard rate, whoever on the team does the work.
$300/hour
Straight answers
The pricing questions everyone asks
What's the Cost to get Started?
In addition to the monthly fee, we charge a one-time onboarding fee. This fee covers the extra effort needed to set up your business systems and onboarding calls, including data migration, software integrations, communicating with agencies, and ensuring everything runs smoothly.
Onboarding fee = monthly fee x 2.
This fee varies depending on the details of your specific accounting package.
Can I Adjust My Service Package as My Business Expands?
Of course! We know your needs will change as your business grows. You're free to upgrade or customize your package at any time to align with your evolving requirements.
What's the ROI (Return on Investment) of Choosing Our Accounting Services?
Investing in our accounting services goes beyond ensuring compliance and accuracy. We provide strategic insights to help reduce tax liabilities, improve cash flow, and boost profitability. Most of our clients experience significant savings and business growth that more than justify the cost of our services.
Can You Help Me With Taxes Only?
We generally don't offer tax-only services because we believe business owners see the greatest benefit when bookkeeping and tax preparation are handled together. In addition, if you need bookkeeping, we require that payroll also be managed through our firm. This ensures that a single, cohesive team oversees all aspects of your financials, allowing us to deliver timely and accurate results.
How Much Will it Cost to Catch Up on My Accounting?
Catching up on accounting, often referred to as back work, is essential for bringing a business's books up to date, especially when transitioning from one accounting service to another. It's also a critical step in ensuring your books are audit-ready, which we guarantee at no additional cost.
Back work cost = number of prior months to work on x monthly fee.
To determine how far back we need to go, we review the most recent verifiable financial statement or tax return prepared by an external party. For example, if the most recent completed document is a tax return, your books are likely accurate through December of that tax year.
What makes the price go above $750?
Volume and complexity: more transactions, more accounts, more employees, more filing requirements, accrual accounting, or multiple entities. You will see exactly which factors apply to you in the written scope, so the number never feels arbitrary.
Get your exact number
30 minutes, your latest financials or tax return, and you leave with a written scope. No pitch deck, no obligation.
From the Learning Center
Keep reading: cost & pricing
Our clients' reviews
Here is what they say about working with us
Jose is wonderful! I recently started my own small business, and he has been so helpful. He is knowledgeable, efficient and proactive. I feel very safe and secure knowing I have him as my accountant. He is always quick to respond to my questions and I enjoy working with him. He has made running my business a lot easier and stress free. He is a true team player. Thank you Jose!
I have worked with Caro & Associates for 8+ years, they are very professional, excellent work and very good service to their clients.
Jose is a very passionate and knowledgeable accountant. He is one of the few people I trust with my business, and with my clients. If you don't have an accountant and you're in the Lynnwood, Edmonds, Seattle, or Shoreline area, he is a must see. A good accountant is essential to having a successful business.