Business Financial Services
Helping Business Owners Stay Organized & Prepared
At Paladines Advisory Group, we provide accounting, payroll, tax preparation, tax planning, and advisory support designed to help small business owners stay organized, understand their numbers, and make confident decisions.
Whether you need reliable bookkeeping, business tax support, or a long-term financial partner, our team is here to help you build a stronger foundation.
Our Services Are For You If...
You want accurate financial records and a clearer understanding of your business numbers.
You need support managing bookkeeping, payroll, taxes, or financial organization.
You are looking for a long-term advisory relationship instead of only hearing from your accountant during tax season.
STEP 1: Choose Your Service Tier
Find the Right Level of Support for Your Business
Every business operates differently. Our service tiers are designed to provide flexible options based on your company structure, transaction volume, reporting needs, and level of ongoing support.
Pricing may vary depending on business complexity, services required, and additional advisory needs.
New Business Recordkeeping
Starting at $650/month
Includes:
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QuickBooks Online setup
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Monthly bookkeeping support to keep your records organized
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Bank and credit card reconciliations
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Monthly financial reports for a clear view of business activity
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Monthly financial explainer videos of your performance
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Annual adjusting entries
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Sales tax setup in QuickBooks
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Year-end tax reporting package
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Email support for bookkeeping questions
Outsourced Controller
Starting at $1,000/month
Everything in Tier 1, plus:
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Quarterly financial reporting call
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Choose two of the following services:
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A/P Management
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Manage vendor and W-9 collection, plus bill payment support
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A/R Management
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Monitor receivables, help reduce bad debt risk, and issue client invoices
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Receipt management within QuickBooks Online
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Cash flow projections
Fractional
CFO
Contact for pricing
Everything in Tier 2, plus:
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Monthly financial advisory and KPI call
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Annual budgeting support
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Access to real-time financial information
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Email account on the client’s server
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Unlimited client calls
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1099-NEC/MISC filings
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Nominal filing fee applies
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Payroll processing and employee onboarding support
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Annual reasonable compensation analysis for S-Corps
Additional services such as cleanup bookkeeping, prior-period corrections, payroll setup, amended returns, IRS/state representation, or services outside your selected package may require a separate engagement and pricing.
STEP 2: Choose Your Service Tier
Business Entity Tax Packages
Sole Proprietor or Single-Member LLC
Starting at $150/month
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Phone, email, and video call advisory support
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Annual federal and state tax return preparation — Form 1040
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Custom quarterly estimated tax calculation recommendations
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Live meeting to review and discuss tax return results
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Tax deadline reminders
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Semi-annual tax planning
Partnership or Multi-Member LLC
Starting at $225/month
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Phone, email, and video call advisory support
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Federal and state tax return preparation — Form 1065
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K-1 package preparation for each partner
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Live meeting to review and discuss tax return results
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Tax deadline reminders
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Semi-annual tax planning
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Discount on individual tax preparation — Form 1040
S-Corp
Starting at $225/month
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Phone, email, and video call advisory support
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Federal and state tax return preparation — Form 1120-S
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K-1 package preparation for each shareholder
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Live meeting to review and discuss tax return results
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Tax deadline reminders
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Semi-annual tax planning
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Discount on individual tax preparation — Form 1040
Complete Support for Your Business Finances
Bringing Organization & Clarity to Your Numbers
As your business grows, your financial needs often become more complex. Our team provides professional support for:
Monthly Accounting
Financial Statements
Bookkeeping
Tax Prep & Planning
Bank Reconciliations
Cash Flow Guidance
Payroll Services
Business Advisory Services
Real Experiences, Real Results
Sarah M.
Paladines Advisory Group helped us simplify complex financial decisions and provided practical guidance that made an immediate impact on our business.
For Businesses