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 $350 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 $500. Business and complex returns are obviously more. 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.