I offer merchant services to my clients to provide ongoing value and streamline their revenue process. I do not charge any direct consulting or service fees for these services. My compensation is provided entirely by my payment processor - PayBotX as a percentage of your monthly card processing volume, meaning you receive my full support and advocacy at no additional cost to your business.
Tax & Accounting services are always billed separately. Pricing varies depending on the complexity of your situation and the scope of services required. The best way to get an accurate quote is to fill out the contact form and schedule a consultation. As a general guideline, prices start at:
Entity Formation
$200 - state fees not included
Individual
Compliance Only:
W-2 + Standard Deduction - $500
Itemized/Schedule C - $750
Monthly Subscription
$500 - Tax Compliance/Strategy
$250 - Optional Bookkeeping/Payroll Add On
Business:
Compliance Only:
$2,000
Monthly Subscription - Tax Compliance/Strategy/Bookkeeping/Payroll
$1,200
Of course, all humans have free will to make the choices they believe are best for them. That being said, there are benefits to consolidating your finances. By allowing me to help you with your formation, payment processing, bookeeping, tax compliance & planning, you prevent logistical leaks where the different parts of your business don't interact. You don't have to worry about your bookeeper not understanding your sales reports or your tax preparer asking you why a particular entry was booked the way it was.
I specialize in working with clients in the hospitality industry, but I do accept clients in other industries if I feel we will be a good fit. Other clients that I work with include real estate investors, solopreneurs, marketing professionals, doctors & independent creatives. If you have to pay taxes (and we all do!), I can help you.
If you need bookeeping services for your business or sole proprietership, you will have to get a QuickBooks Online subscription. This ensures I will be able to access your reports and do your bookkeeping as efficiently as possible.
I use a secure online portal which is hosted by TaxDome, which can be accessed through their mobile app or through my website. All tax and related documents are uploaded to my secure client portal, which is SOC 2 Type II compliant. This is a critical security framework for service organizations that handle sensitive data.
A merchant service provider is a financial institution or company that enables businesses to accept credit/debit cards, digital wallets, and other electronic payments. A merchant consultant is someone who helps businesses optimize their payment processing systems by reducing processing fees, reviewing your statements and selecting appropriate payment hardware. I am not a salesperson for a particular company and don't have any quotas that need to be met. I won't recommend any solutions/equipment that aren't a good fit for your business.