Pricing
Simple, Transparent Pricing for IRS Tax Preparation, Strategic Planning, Bookkeeping & Fractional CFO Services
At Avari Tax, we believe pricing should be as clear and strategic as the services we provide. Whether you’re seeking IRS tax preparation, multi-state compliance, bookkeeping, or fractional CFO support, our approach is built around transparency, flexibility, and real value. No hidden fees. No generic packages. Just tailored solutions that reflect your complexity, your goals, and your need for clarity. Below, you’ll find a detailed breakdown of our service tiers—designed to meet you where you are and grow with you as your needs evolve. If something doesn’t fit perfectly, we’ll customize it. Because at Avari, every engagement starts with understanding—and ends with empowerment.
Fees, Services, and Scope
Disclaimer on Fees, Scope, and Professional Boundaries
Our financial and tax service fees are customized based on the complexity of each engagement, including transaction volume, jurisdictional scope, and the level of strategic advisory required. All engagements require a minimum six-month contract to ensure continuity, compliance, and high-quality outcomes.
The monthly pricing listed reflects typical starting points and may adjust based on your specific needs. For a personalized consultation and tailored quote, please contact us directly.
Important Limitations
Avari Tax & Financial Services is led by IRS Enrolled Agents and financial professionals. We are not attorneys and do not provide legal advice or services. We are also not licensed Certified Public Accountants (CPAs) and do not engage in services that constitute the practice of public accounting. Our scope is focused on tax strategy, financial clarity, multi-state compliance, and advisory services within the bounds of our professional qualifications
AvCFO Core, Compliance, Strategic, and Transformative Service Details
Quickbooks Comprehensive Services
Starting as low as $1,000 per Month
Ideal for medium size businesses ready tax and financial requiring complex solutions. Best Value for you if you have more than 80 employees!
📊 Analytics & KPI Optimization — Your Data, Your Edge
Tap into the power of precision with our deep-dive financial analytics and intelligent KPI tracking. We transform your data into actionable insights—spotting trends, sharpening performance, and aligning your strategy with the metrics that matter most.
Personalized Advisory — Navigate Tax Changes with Confidence
Subscribers to our QuickBooks Comprehensive Services gain exclusive access to monthly one-on-one sessions with a seasoned tax professional. We decode the latest tax law changes and tailor strategies to your specific goals—so your financial decisions stay proactive, not reactive.
📈 Budget Tracking — Clarity That Drives Control
Transform the way you manage money with our dynamic budget tracking. We help you monitor income and expenses in real time, uncover patterns, and stay aligned with your financial goals—so your cash flow works for you, not against you.
📅 Year-Round Support — Expertise That Never Clocks Out
With our QuickBooks Comprehensive Services, expert guidance is always within reach. From mid-year adjustments to end-of-year strategy, we provide consistent, reliable support tailored to your evolving needs—so you’re never left navigating changes alone.
Quickbooks Essential Bookkeeping
$500 per Month (Starting)
Great for basic tax filing with essential features to get started with tax accurate financials. Great Value Typical Revenue up to 2.6 Million!
📊 Monthly Reconciliations — Precision That Protects Your Bottom Line
Stay financially confident with our monthly reconciliations. We align your bank and credit card transactions, review your balance sheet for discrepancies, and ensure your financial statements reflect the real health of your business—every single month.
Weekly Transaction Processing — Stay Current, Stay Confident
Our weekly service captures your bank and credit card activity in near real time. With timely transaction imports and updates, you’ll always know your cash position, spot anomalies early, and make informed decisions without the end-of-month scramble.
Financial Statement Preparation & KPI Tracking
We prepare your financial statements and track key performance indicators to provide clear insights into your business’s financial health and operational efficiency.
Streamlined Tax Filings
Accuracy Without the Aggravation
Our monthly and quarterly filing service takes the guesswork out of taxes. We proactively prepare and submit your returns with precision, so you avoid penalties, stay compliant, and focus on what matters—running your business.
FREE QuickBooks Training Included!
Get more than just bookkeeping—clients in our Essential Package receive complimentary QuickBooks training to help you stay in control of your finances. Whether you’re new to the platform or need a refresher, we’ll show you how to streamline your workflow and make smarter financial decisions.
Expanded Business Support
$250 per Month Starting
Ideal for businesses looking to enhance financial operations with additional services in increments of 50 transactions.
Accounts Payable Management
Ensure timely payments, optimize cash flow, and maintain vendor relationships with efficient AP processing.
Accounts Receivable Solutions
Improve cash flow and streamline invoicing to ensure consistent revenue collection.
Payroll Processing
Accurate and compliant payroll services to keep your team paid and your business running smoothly.
Customizable Add-Ons
Tailor your service package to fit your unique business needs and operational goals.
Ongoing Support
Receive continuous assistance to adapt to financial challenges and optimize business performance.
Executive Financial Leadership
$1,000 per Month Starting
Ideal for businesses and organizations requiring expert financial oversight to drive long-term growth and strategic decision-making.
Virtual CFO Services
We provide high-level financial strategy, forecasting, and operational insights to optimize profitability, cash flow, and overall financial health. From financial modeling to risk management, our CFO solutions ensure businesses have the financial intelligence necessary for sustainable success.
CEO Advisory & Business Strategy
Supporting executive leadership with data-driven analysis, market positioning, and strategic planning. Our advisory services help CEOs navigate complex challenges, refine operational structures, and position their companies for scalability and long-term value creation.
Board of Director Guidance
Expert advisory for boards seeking governance oversight, financial transparency, and strategic alignment. We assist in evaluating fiscal policies, risk assessment, mergers & acquisitions, and leadership transitions to maintain corporate integrity and investor confidence.
Customized Executive Solutions
Tailored financial leadership to meet the unique challenges of your business. Whether guiding critical decisions, restructuring financial frameworks, or optimizing shareholder value, we deliver insights that empower executive teams to lead effectively.
Streamline Your Taxes with Expert Solutions
Discover how our services can simplify your finances.
Tax Planning
Create a customized tax strategy to minimize liabilities.
Bookkeeping Support
Stay organized with accurate and reliable bookkeeping.
Executive Advisory
Gain insights with tailored financial advisory consultations.
Tax Filing
Ensure compliance with seamless tax filing services.
Tailored Tax Solutions for Financial Success
Unlock financial clarity—schedule your consultation today to take control of your future.