Transparent Business Advisory and
Tax Pricing Services
We bridge the gap between complex financial systems and your personal goals with our commitment to value-based, flat-fee pricing. No surprises, no hourly billing—just transparent partnership designed to protect your margins and simplify your life.
Tax Preparation Services
Our team provides straightforward and professional pricing for one-time annual tax filings.
Simple 1040 (Standard Deduction): Starting at $275
- Itemized & Investment Returns: Starting at $395
Schedule C / Self-Employed: Starting at $595
S-Corporation Return (1120-S + K-1s): Starting at $1,495
- C-Corporation Return (1120): Starting at $1,895
Add-ons: Each additional K-1 ($125), Schedule D ($150), Multi-state return ($175).
Active monthly clients receive up to 20% discount on tax services.
- Tax Preparation Services
Simple and clear
Monthly Ongoing Service
General Monthly Support
Sole Proprietor Bookkeeping
Starting at $500/mo
For businesses with less than $500k in revenue
-
Up to 3 bank accounts/credit cards
-
Monthly bank reconciliation of credit cards/bank accounts
-
Monthly Financial Statements
-
Cash Basis accounting
-
Collaboration on taxes
Starter Package
Starting at $800/mo
Ideal for small businesses between $500k to $2m in revenue
-
All of Sole Proprietor Bookkeeping
-
Up to 6 bank accounts/credit card accounts
-
Bi-Weekly bank and credit card account reconciliations
-
Quarterly Financial Check-In
We serve as your dedicated audit-ready support system to keep your finances clear, compliant, and optimized for growth.
Growth Package
Starting at $1600/mo
Ideal for businesses with greater than $2m in revenue
-
Unlimited bank accounts/credit card accounts
-
Cash Basis or Accrual basis accounting
-
Weekly bank and credit card account reconciliation
-
Weekly bill pay entry
-
Weekly AR and AP Aging report
-
Employee expense reimbursements (via ramp, bill.com, or Brex)
-
Monthly financial review meeting
Monthly Ongoing Service
On-Demand Controller & Strategic Advisory
High-level financial leadership for businesses ready to move from maintenance to momentum.
Essential Support
Starting at $2,000/mo
- Ideal for businesses between $1m to $3m in revenue
- Everything in Strategic Bookkeeping
- Dedicated Partner Point of Contact: Direct access to Elizabeth or Margaret.Monthly
- Financial Review: A deep-dive meeting to discuss performance vs. goals.Budget to Actual
- Variance Analysis: Identifying exactly where and why the numbers shifted.
- Cash Flow Forecasting: A 13-week rolling look-ahead to ensure total liquidity.
- Internal Control Audit: Ensuring your systems are secure and scaling-ready.
Interim High-Level Strategic Growth
Starting at $2,750/mo
Ideal for businesses between $3m to $7m in revenue
-
Everything in Essential Support
-
Predictive Profit Modeling: Using data science to forecast the impact of your next big move.
-
Indirect Rate Architecture: Precision engineering of G&A, Fringe, and Overhead rates.
-
Custom Executive Dashboards: Real-time visibility for your leadership team and stakeholders.
-
Due Diligence Support: Ensuring your data is "clean" and ready for lenders or investors.
-
Payroll & Commission Oversight: High-level review for accuracy in complex labor environments.
Full CFO Support
Starting at $3,500/mo
- Ideal for businesses needing CFO-level strategy and oversight
- Everything in Strategic Growth
- Fractional CFO Guidance: Direct collaboration on long-term initiatives and strategic planning.
- ERP Systems Advisory: Strategic oversight for system selection, implementation, and data migration to ensure your technology scales as fast as you do.
- Pro Forma Modeling & COGS Analysis: Deep-dive analytics into cost optimization and margin protection.
- External Stakeholder Interface: We represent your interests to banks, investors, and auditors to maintain your professional standing.
- Strategic Re-forecasting: Quarterly adjustments to your roadmap based on real-time market data and internal performance.
- Investor Reporting Package: Board-ready materials, pitch decks, and high-level transparency for total stakeholder confidence.
Clear Pricing for Add-on Services
Enhance your financial management with our specialized support options, designed to provide extra care when you need it most.
Additional Support Services
We offer these optional extras to ensure your business runs smoothly and remains tax-compliant.
- Payroll Processing: Starting at $150/mo.
- Tax Estimate Support & Quarterly Planning: Starting at $200/mo.
Scalable Payroll
Let us take the burden of payroll off your shoulders with our warm and efficient management.
- Payroll Processing: Starting at $150/mo
To help your business thrive, we offer clear and scannable pricing for these helpful Add-on Services which are billed separately:• Payroll Processing: Starting at $150/mo• Tax Estimate Support & Quarterly Planning: Starting at $200/mo
Proactive Tax Planning
Avoid surprises at year-end with our quarterly strategy sessions and tax estimation assistance.
- Tax Estimate Support & Quarterly Planning: Starting at $200/mo
Complementary Solutions
These billed-separately services are here to bolster your growth and provide total transparency.
- Payroll Processing: Starting at $150/mo.
- Tax Estimate Support & Quarterly Planning: Starting at $200/mo.
Pro-Level Project-Based Services
Establish a resilient operational base to safely scale your enterprise. - Compliance Review: Starting at $450 - Business Entity Setup: Starting at $850 - Custom Accounting Systems & Internal Controls: Starting at $1,500
Review
Compliance Review: Starting at $450
$450
Setup
Business Entity Setup: Starting at $850
$850
Systems
Custom Accounting Systems & Internal Controls: Starting at $1,500
$1,500
Important Details & Disclaimers
At Phazer Insight, we value transparency and want to ensure there are never any surprises. These investment ranges serve as a starting point for our partnership. Our base fees assume your records are provided in an organized, 'ready-to-file' digital format. If your situation involves extra complexity, such as multi-state filings, record reconstruction, or high-volume contractor activity, we will always discuss any supplemental rates with you upfront. Our goal is to protect your margins and provide the dedicated support your business deserves.