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Working With The Wealthy Accountant

My goal is to help as many people as possible in the profession I love. Since I have been unsuccessful cloning myself I have to choose who I take as a client so I can do the best job I am capable of.

As traffic grows on The Wealthy Accountant the requests for my services and time have grown.

Price seems to be a large issue I can address here. If my fee structure is okay with you feel free to contact me to see if there is time in my schedule.

Consulting: My hourly rate is $450 with a one hour minimum. This includes my time consulting with you, reviewing your documents and research. Simple issues take an hour or two; complex issues can run much longer. I accept two consulting clients per week with previous clients getting preference.

Tax Preparation: Prep fees are determined by complexity and time required to prepare the return. Returns start at $750. Business and complex returns are obviously more, starting at $1,000. Contact me to see if I have an opening for your return. I’ll ask for a copy of the prior year return with an explanation of anything new to provide you with a quote.

Bookkeeping and Payroll: Payroll is 100% outsourced now. Check the TWA Recommends page for details on the payroll service we think you should consider or contact me and I introduce you to the payroll team I prefer working with. Bookkeeping is a smaller part of my practice daily. We handle local bookkeeping only. Contact me for some ideas on handling bookkeeping in your area.

Guest Posts: Provide your project details. I’ll reply if interested and time is available.

Speaking: I accept a modest number of speaking engagements per year. Inquire as to my schedule and fees. Provide details of your project.

You can contact me here.