CMM Pricing Calculator

Client MatchMaking Calculator

Use this calculator to build packages and or create custom pricing on the fly while conducting a sales consultations. Allow this tool to enable you to get more 1 call closes.

Tax Bundle	Entities	Range (total across all entites)	Amount
Planning & Core Strategies*
R&D Tax Credit
Estimated Payment (revenue and entities)*
Tax Prep (revenue, income and entities)*
Individual
Schedules (Schedule C, Schedule E, Schedule F)
Incorporated Entities (1120S, 1065, 1120)

Accounting Bundle	Entities	Range (total across all entites)	Amount
Sub Account
Monthly Accounting
Controller
Chief Financial Officer

Setups	Entities	Setup Price / Entity	Amount
Setup

Clean Ups	Months	Range (total across all entites)	Amount
Clean Up
Total Price
Discounts

PIF Annual (Discount):

4x Quarterly:

12x Monthly:

52x Weekly:

Planning	Savings	Price
Tax Planning & Core Implementation	<$20,000	$5000
	$20,000-$50,000	$7500
	<$50,000-$100,000	$15000
	<$100,000+	$25000

R&D Tax Credit	Savings	Price
R&D Tax Credit	<$20,000	$5000
	$20,000-$50,000	$7500
	<$50,000-$100,000	$15000
	<$100,000+	$25000

Estimated Payment	Segment	Price
Schedules (Schedule C, Schedule E, Schedule F) Entities (1120S, 1065, 1120)	<$1M	$1000
	$1-5M	$2000
	<$5-20M	$4000
	$20M+	$6000

Tax Preparation	Segment	Price
Individual Tax Return (1040)	<$1M	$1,000
	$1-5M	$2,000
	<$5-20M	$5,000
	$20M+	$10,000
Schedules (Schedule C, Schedule E, Schedule F)	<$1M	$500
	$1-5M	$1,000
	<$5-20M	$2,000
	$20M+	$3,0000
Incorporated Entities (1120S, 1065, 1120)	<$1M	$2,000
	$1-5M	$4,000
	<$5-20M	$10,000
	$20M+	$20,000

Client Accounting Services	Price
Setups	$2,500+hourly if you go over
CleanUps	Numbers of Months X Monthly Rate X 50% = Clean Up Estimated Price
Sub Account Management Accounts receivable, accounts payable, inventory, fixed assets	$500/mo for every $500,000 in annual revenue per tier of service.
Monthly Accounting Basic monthly services which generally include preparation or the balance sheet, profit and loss statements, and reconciliations.
Controller The same as above but usually includes some complexity due to a large number of entities, accrual accounting, intercompany transactions, significant month end journal entries, etc.
Chief Financial Officer Rather than just accounting complexity, this involves high end value creation. This may involved gross profit analysis, sales expansion projects, cost reduction, forward looking statements like budgeting, forecasting (cash, revenue), etc.