Estimate Your Accounting Onboarding Fee

This calculator needs you to input the result from our main Pricing Calculator, which is a range. You can input anything between the lowest and the highest number listed within that range. For more accurate results, pick a number close to the middle.

It's pretty accurate! It's based on the actual formula we use to determine this onboarding fee. However, there's a bit of wiggle room depending on what number you input. You'll get a range from our Pricing Calculator, so your result from this Accounting Onboarding Fee Calculator will depend on whether you use the low end, high end, or somewhere in the middle.

There is a lot of work that goes into onboarding an accounting client. Just like any other business, we need to charge for the extra hours it takes to get you up and running.

Some of the work is clear to the client (such as the Initial Strategy Sessions), and some of it goes on behind the scenes (such as back work processes). Regardless of what your onboarding entails, just know that CSI is on the case to ensure that:

• We understand your business's situation and your goals.
• We get all of the information that we need to get started.
• Your books are accurate and current.
  
• Your questions are answered.
• You know how to use our portal and other applicable technology.
• Your tax strategy is ready for kickoff.

Absolutely! While our Pricing Calculator and Accounting Onboarding Fee Calculator provide a helpful estimate, every business has unique needs. Your specific needs may require additional services or adjustments.

To discuss your unique situation and receive a personalized quote, schedule a free call with one of our experts.