Find your fit

Monthly support.
A clear scope.

Compare five accounting packages, from a small-business starting point to ongoing financial guidance.

A consistent monthly foundation

Books you can build on.

Subscriptions include Xero, transaction review, bank and card reconciliations, and monthly Profit & Loss and Balance Sheet reports within the agreed scope. There are no fixed monthly transaction caps; your engagement defines the business, accounts, services, and exclusions.

Starter Founding Client Growing Essentials Business Plus Advisory

A simple beginning

Starter Founding Client

$225/month

Limited 12-month offer

Microbusinesses, sole proprietors, therapists, and other small Schedule C businesses.

Discuss Starter Founding Client

Monthly bookkeeping and a defined annual individual tax bundle.

Xero subscription
Monthly bookkeeping, bank and card reconciliations
Monthly Profit & Loss and Balance Sheet
Basic accounting review and tax-planning discussion
One annual federal Form 1040, one Schedule C, and one resident state income-tax return

Limited 12-month founding-client offer. Eligibility, covered tax year, and renewal pricing are confirmed in writing. Extra schedules, entities, states, and complex tax work are separately quoted.

Room to grow

Growing

$350/month

Small service businesses needing bookkeeping between Starter and Essentials.

Discuss Growing

Dependable monthly books for one cash-basis service business.

Xero subscription
One cash-basis business; up to two bank and credit-card accounts
Transaction review, categorization, and monthly reconciliations
Monthly Profit & Loss and Balance Sheet
Basic supported adjusting entries and year-end close for covered periods
Routine bookkeeping questions by email

Workload review after the first 60 days. There is no automatic price increase; changes require written agreement. Tax returns, payroll, sales tax, 1099 preparation, invoicing, bill payment, job costing, forecasting, and advisory meetings are separately scoped.

A solid foundation

Essentials

$495/month

Established small businesses that need reliable accounting records and monthly reporting.

Discuss Essentials

Consistent bookkeeping, reporting, and year-end preparation.

Xero subscription
Monthly transaction review and categorization
Bank and credit-card reconciliations within the agreed scope
Monthly Profit & Loss and Balance Sheet
Basic adjusting entries and balance-sheet review
Routine email support and year-end close preparation

Tax-return preparation is separately priced. Setup, conversion, and catch-up work are quoted separately.

Our featured package

Business Plus

$795/month

Owners needing fuller monthly accounting support and regular management insight.

Discuss Business Plus

A closer look at your books, your operations, and your next decisions.

Everything in Essentials
Standard-volume accounts receivable and accounts payable support
Payroll liaison
Sales-tax filing for one jurisdiction
Monthly management call
KPI dashboard and year-end close preparation

Payroll processing and tax-return preparation are separately scoped unless your engagement includes them. Construction job costing can be added to the written scope.

See what comes next

Advisory

$995/month

Owners who want ongoing financial guidance alongside their monthly accounting.

Discuss Advisory

Cash-flow visibility, planning, and a regular financial conversation.

Everything in Business Plus
Cash-flow forecasting
Budget-to-actual reporting
Quarterly advisory meetings and tax planning
Year-end 1099 support
Priority support

Analysis, filings, and workload are defined in your engagement. 1099 support does not imply unlimited preparation or filing; those services are confirmed in writing.

One-time work & tax bundles

Start with the right foundation.

Xero setup, conversion, catch-up, and cleanup are quoted after reviewing your records and the covered periods. Annual tax returns are separate unless a defined bundle is included in your engagement. Client-specific discounts and payment arrangements are confirmed in writing.

A few useful answers

How do I know which package fits?

Start with your accounting basis, accounts, reporting needs, and the level of support you want. Devan will review those details with you and recommend a written scope.

Can the package change as my business grows?

Yes. The Growing package includes a review after the first 60 days; other scopes are reviewed as agreed. Any fee or scope change requires written agreement before extra work begins.

Are business and personal tax returns included?

The limited Starter Founding Client offer includes a defined individual return bundle. Other packages include tax preparation only when your signed engagement expressly states it. Business returns and additional schedules, states, or entities can be quoted together.

Do I need to be located in St. George?

No. Salazar Financial is based in St. George and offers virtual services. We can discuss the requirements of your business and the states relevant to your work.

Your next step

Let's find the right fit.

Tell us where your business is today and what you'd like your accounting to help you do next.

Request a consultation

Monthly support.A clear scope.