Our Pricing
You deserve fair, transparent pricing from local professionals you can trust. We pride ourselves on comprehensive, fixed-rate engagements that are customized to your business’s unique needs.
Our Pricing
You deserve fair, transparent pricing from local professionals you can trust. We pride ourselves on comprehensive, fixed-rate engagements that are customized to your business’s unique needs.
Accounting
Tax
Payroll
Wealth Management
Premium Support for Every Business
We believe that every business owner deserves high-touch financial services.
We believe that every business owner deserves high-touch financial services.
Monthly Accounting Pricing
Our pricing is customized to fit the unique needs of your business. Every client benefits from our premium accounting expertise, but costs vary based on complexity and scope. Instead of rigid, one-size-fits-all packages, we help you navigate the best service lane for your business—Core Excellence or Advanced Enterprise—so you have the right fit for your financial needs.
Expert-Lead, Stress-Free Accounting
Core Excellence
Perfect for:
Established, stable businesses that want a reliable, hands-off accounting solution with a dedicated team managing everything behind the scenes.
What You Can Expect:
A dedicated team offering comprehensive accounting and tax management, handled with precision—so you can focus on running your business.
$750 PER MONTH
Average Client Investment
75% of our clients are best suited for this service lane.
Expert Support for High-Growth Businesses
Advanced Enterprise
Perfect for:
Growing businesses with complex financial needs, multiple revenue streams or intricate structures requiring customized accounting and strategic tax planning.
What You Can Expect:
The same dedicated team and comprehensive accounting, plus more advanced tax strategy and detailed financial management to support significant growth, manage multiple revenue streams, or address intricate financial structures.
$1,200-$3,500 per month
Average Client Investment
25% of our clients are best suited for this service lane.
One-Time Onboarding Fee
To lay the foundation for a smooth and effective partnership, we charge a one-time onboarding fee averaging $1,500. This covers the initial setup, including reviewing your financials, setting up accounting systems, and ensuring a seamless transition into our ongoing services.
Not sure which service lane is best for your business?
If you're growing and need expert guidance, let's talk. Many of our clients start in one service lane and evolve as their needs expand. We’ll help you find the right path forward.
Tax Planning & Preparation Pricing
Clients often ask us how much we charge to do their taxes.
Here’s how it works:
Monthly Payroll Pricing
One of the most common questions we hear is, “How much does payroll cost?” The answer depends on your business’s unique needs. Payroll pricing is based on the number of employees, payroll frequency, and any additional services you may need.
To help you understand what to expect, here are real examples of current payroll service pricing for businesses of different sizes and industries:
Type of Business:
Non-Profit
Number of Employees: 8
Pay Schedule: Monthly
Client pays $110/month
Type of Business:
Dental Practice
Number of Employees: 12
Pay Schedule: Biweekly
Client pays $230/month
Type of Business:
Restaurant
Number of Employees: 25
Pay Schedule: Weekly
Client pays $610/month
Type of Business:
Healthcare
Number of Employees: 130
Pay Schedule: Biweekly
Client pays $1,375/month
Wealth Management Pricing
Wealth management fees are assessed based on the size of the portfolio managed and the range of services needed (such as income planning, tax planning, investment planning, estate planning, and healthcare planning). Because each person’s wealth management needs are different, we’ll create a custom scope of services with a clear, easy-to-understand fee schedule. Please inquire to set up your free wealth management consultation.
“The money we've saved in taxes has offset the fees we pay.”
We own a small real estate business in the Upstate. We were connected with Stokes and Company three years ago. They have been there with us every step of the way as we've grown. Mike T. and his team are always super-responsive and have helped us with tax compliance and strategy. I'd recommend this group to any business looking to go beyond filing taxes to savings and long term planning.
Derek
Stokes & Company CPA Client
Your Path To Forward-Thinking
Financial Strategy
Schedule a Discovery Call
Tell us about your business, what challenges you’re facing, and where you want to go.
Review Your Custom Plan
We’ll create a financial strategy for your unique business needs.
Enjoy Financial Peace of Mind
Never worry that your books are in order, or if you have your reports on time.
Frequently Asked Questions
Your fee covers bookkeeping, reconciliations, financial reporting, tax planning, and business tax return preparation. You also get unlimited advisory support because good accounting isn’t just about numbers, it’s about helping you make better financial decisions.
We tailor our pricing to fit the unique needs of each business. While every client benefits from our premium accounting expertise, several key factors influence your monthly investment:
1. Volume of Activity
Your transaction volume, number of accounts, and states of operation all impact pricing. Businesses with higher activity levels require more oversight, reconciliation, and reporting.
2. Services Needed
Beyond core accounting and tax compliance, additional services such as bill pay, accounts receivable management, payroll integration, or sales tax preparation contribute to your customized pricing.
3. Business Complexity
The structure of your business—whether you operate as a single entity or have multiple locations, revenue streams, or subsidiaries—determines the level of accounting support and strategic guidance required.
4. Industry-Specific Needs
Certain industries, such as e-commerce, healthcare, or professional services, have specialized accounting and regulatory requirements that may influence pricing.
5. Growth Stage & Advisory Needs
Businesses in rapid growth mode often need more than just bookkeeping; they require proactive tax planning, financial forecasting, and CFO-level insights. We adjust pricing based on the depth of strategic advisory services you require.
There’s a one-time onboarding fee, typically $1,500, to set up your accounting system and ensure a smooth transition. If your books need cleanup before we take over, back work is priced at your monthly fee multiplied by the number of months needing correction. We’ll review everything upfront so there are no surprises.
Your monthly fee covers all core accounting, tax planning, and advisory services. Payroll is priced separately. Personal tax returns for business owners start at $650, and any special projects will be discussed before work begins.
If your accountant only files your taxes once a year, we probably cost more, but that’s because we’re involved year-round. Our clients see real savings through proactive tax planning, financial clarity from regular reporting, and expert guidance whenever they need it.
Most likely. We serve small to mid-sized businesses across industries like professional services, healthcare, restaurants, real estate, and nonprofits. More important than your industry is whether you want a proactive financial partner. If that’s you, we should talk.
We make it easy. We coordinate with your current provider, review your books, and set everything up with minimal disruption. Most clients experience a seamless transition with no downtime.
We handle the paperwork, respond to IRS or state inquiries, and guide you through the process. More importantly, our proactive approach helps prevent audit issues before they happen.