Business Tax & Accounting Services
Pricing & Engagement Structure
Strategic Support for Businesses Ready to Grow With Clarity
At Bourdeau Consulting PLLC, our business tax and accounting services are built for organizations that value accuracy, compliance, and long-term sustainability—not last-minute fixes.
We work with small to mid-sized businesses across a variety of industries, providing thoughtful, CPA-led support that brings structure to your finances and confidence to your decisions.
Our pricing is designed to reflect the scope, complexity, and responsibility of the work involved—so you receive the right level of support without guesswork or surprise fees.
Business Tax & Accounting Service Tiers
How Pricing Is Determined
Business tax and accounting services are offered through tiered, engagement-based pricing. We do not bill hourly.
Your tier placement is determined through our intake process and considers:
Volume and complexity of financial activity
Staffing structure (employees, contractors, payroll)
Revenue streams and transaction volume
Tax filing requirements (federal, state, local)
Level of oversight, review, and advisory support required
Each engagement includes a defined scope of services, with any additional work addressed through a separate agreement or amendment—consistent with our engagement letter.
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Best for stable organizations with simple operations and limited complexity.
What’s Included
Business tax return preparation
Compliance review of client-maintained records
Year-end reconciliation review
Filing guidance and deadline support
Email support for compliance questions
What’s Not Included
Ongoing bookkeeping or reconciliations
Payroll processing or payroll tax filings
Sales tax filings or nexus analysis
Cash flow analysis or forecasting
Advisory or planning meetings
Catch-up or clean-up work
This tier focuses on accuracy and timeliness for organizations with well-established systems.
Annual fee floor:$2,400
Monthly fee floor:$200 -
Designed for growing organizations that benefit from regular review and structured oversight.
What’s Included
All Tier 1 services
Monthly or quarterly bookkeeping review
Contractor (1099) guidance and filing support
Payroll tax review for client-run payroll
Sales tax guidance
Quarterly review meetings
Financial statement review
What’s Not Included
Full-service bookkeeping
Payroll processing
Advanced cash flow forecasting
Strategic tax planning beyond compliance
Multi-entity or multi-state reporting
Significant historical clean-up
This tier adds experienced oversight as operational complexity increases.Annual fee floor:$4,800
Monthly fee floor:$400 -
For organizations that rely on financial data to support informed decision-making.
What’s Included
All Tier 2 services
Monthly bookkeeping and reconciliations
Monthly financial statements
Cash flow analysis and planning support
Strategic tax planning discussions
Ongoing advisory access
Proactive issue identification
What’s Not Included
Fractional CFO or controller services
M&A or restructuring analysis
Audit, review, or compilation engagements
Specialized consulting (systems, forensic)
Investor or lender reporting packages
Accounting becomes a tool for insight and planning—not just reporting.
Annual fee floor: $8,400
Monthly fee floor: $700 -
A high-touch partnership for organizations navigating growth and complexity.
What’s Included
All Tier 3 services
High-touch advisory partnership
Advanced cash flow forecasting and scenario planning
Growth and expansion planning
Entity structure and optimization guidance
Priority response times
Custom leadership reporting
What’s Not Included
Audit, review, or assurance services
Legal or valuation services
Transaction-specific consulting unless scoped separately
One-time projects outside the engagement
This tier aligns accounting support with leadership, strategy, and long-term vision.
Annual fee floor: $12,000+
Monthly fee floor: $1,000+
One-Page Tier Comparison
| Feature | Tier 1 Compliance Focused | Tier 2 Guided Oversight | Tier 3 Strategic Accounting | Tier 4 Growth Advisory |
|---|---|---|---|---|
| Compliance Filings | ✓ | ✓ | ✓ | ✓ |
| Bookkeeping Review | — | ✓ | ✓ | ✓ |
| Monthly Bookkeeping | — | — | ✓ | ✓ |
| Financial Statements | — | ✓ (Review) | ✓ (Monthly) | ✓ (Custom) |
| Cash Flow Planning | — | — | ✓ | ✓ (Advanced) |
| Strategic Tax Planning | — | — | ✓ | ✓ |
| Advisory Access | — | Limited | ✓ | High-Touch |
| Growth & Expansion Support | — | — | Limited | ✓ |
| Priority Support | — | — | — | ✓ |
| Minimum Investment | $200 / mo $2,400 / yr |
$400 / mo $4,800 / yr |
$700 / mo $8,400 / yr |
$1,000+ / mo $12,000+ / yr |
What’s Included in All Business Tiers
Business accounting oversight
Financial statement preparation
Business tax return preparation
Ongoing tax compliance support
Defined scope of services per engagement
What’s Not Included (Unless Separately Engaged)
Audit or attestation services
Legal or valuation services
One-time, out-of-scope, or rush work
Tax resolution or audit representation
Any additional services require a separate written agreement, consistent with professional standards and our engagement letter terms.
Engagement Terms & Scope Alignment
All services are provided under a formal engagement letter that defines:
Scope of services
Service tier and pricing
Billing cadence (monthly or annual)
Responsibilities of both parties
This ensures transparency, protects both parties, and allows us to deliver work that meets CPA professional standards.
Who This Service Is Best For
These services are a strong fit for businesses that:
Want predictable, structured support
Value planning over reactive compliance
Understand that growth requires stronger systems
Are ready for a CPA partner—not just a preparer
NEXT STEPS
The intake process allows us to confirm tier placement and scope before moving forward.
Begin the Intake Process
We’ll review your information and recommend the appropriate service tier.