Pricing — Clockwork Accounting & Financial Services

PRICING PACKAGES

Simple Pricing For Every
Stage Of Business

Modular accounting and advisory solutions designed for startups, growing businesses, and established companies.

No hourly billing  ·  No surprise invoices  ·  Straightforward ongoing support

All prices billed monthly

Package 01

Quarterly Review
+ Tax Essentials

For clients who handle their own bookkeeping

$357 /month

Included Services

  • ✓Quarterly bookkeeping review for accuracy and compliance
  • ✓Quarterly financial review meeting
  • ✓Year-end tax-ready review
  • ✓Preparation of the business tax return
  • ✓Preparation of individual tax returns for owners
  • ✓30-min tax review meeting with client
Ideal For: Business owners who maintain their own books but want expert oversight and complete annual tax filings.
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⭐ Most Popular

Package 02

Core Accounting
+ Tax Strategy

Tax & Advisory Services

$545 /month

+ Bookkeeping from $400/month

Tax & Advisory

  • ✓Quarterly advisory meetings
  • ✓Annual strategic tax planning meeting
  • ✓Quarterly estimated tax calculations
  • ✓Annual business tax return
  • ✓Individual yearly tax returns for owners
  • ✓Basic IRS notice support
  • ✓Email support for accounting & tax questions

Accounting Services

Bookkeeping starts at $400/mo, scales with complexity

  • ✓Monthly bookkeeping
  • ✓Monthly financial statements
  • ✓1099 preparation
  • ✓Quarterly cleanup and adjustments
  • ✓Optional payroll management (priced by employees)
  • ✓Additional services available: A/R, A/P, sales tax
Ideal For: Business owners wanting full-service bookkeeping and proactive tax planning.
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Package 03

CFO + Advanced
Advisory

High-level strategic advisory & financial leadership

$1,545 /month

+ Bookkeeping from $400/month

★

Everything in Package 2 is included, plus the following

Advanced Advisory

  • ✓Monthly CFO-style meetings
  • ✓Profitability analysis, KPIs, and cash flow guidance
  • ✓Pricing and margin optimization
  • ✓Hiring and compensation strategy
  • ✓Quarterly forecasting and budgeting updates
  • ✓Owner compensation planning

Advanced Tax Strategy

  • ✓Mid-year tax planning update
  • ✓Multi-entity and restructuring analysis
  • ✓Multi-year tax projections
  • ✓High-level wealth-building guidance

Additional Support

  • ✓Audit support included
  • ✓Priority access for calls and meetings

Accounting Services

Bookkeeping starts at $400/mo, scales with complexity

  • ✓Monthly bookkeeping
  • ✓Monthly financial statements
  • ✓1099 preparation
  • ✓Quarterly cleanup and adjustments
  • ✓Optional payroll management
  • ✓Additional: A/R, A/P, sales tax
Ideal For: Growth-oriented businesses seeking deep financial insight, proactive planning, and high-level advisory throughout the year.
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NOT SURE WHERE TO START?

Not sure which package fits?

Book a free 30-minute call and we'll walk you through the right fit for your business — no pressure, no obligation.

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Ready to get started?

Pick a package or book a call — we'll take it from there.

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