Client Portal
Get Started
Client Portal
Get Started

Monthly Service Plans

At Parish CPAs + Business Advisors, we believe in transparency and simplicity when it comes to accounting services. That’s why we use a monthly, service-based pricing model that eliminates surprises and helps you budget effectively. Instead of unpredictable hourly rates or seasonal billing spikes, our structured plans provide consistent, all-inclusive pricing tailored to your business needs.

Foundation

$400+

Register

Basic financial clarity and compliance.
Save 10-15 hours monthly on accounting & admin work.

Business Returns

Preparation and e-filing of federal and one state business return, including estimated payment schedules if needed.

Individual Returns

Preparation and e-filing of federal and one state returns (including Schedule C or E). Bookkeeping or financial information/organization billed separately.

Tax Return Video Recap
Personalized CPA video explaining year-over-year changes and tips to improve next year’s tax position.
Tax Estimates
Preparation of basic 2025 tax estimate and vouchers for quarterly payments, based on current return data.
Review of DIY Bookkeeping
You manage your bookkeeping; we review reconciliations, financials, and 1099 setup quarterly to catch issues early and support accurate reporting.
LLC Annual Report Filing
Filing of your Annual Report with the Secretary of State. Includes filing fee paid to the Secretary of State ($35 for Louisiana).
Team Communication
Message our full team through our client portal for quick answers and status updates—typically within 24 hours.

Growth

$750+

Register

Tax strategy savings for up to 15%.
Cash flow insights for growth opportunities.

Includes FOUNDATION PLAN, plus:

Monthly Bookkeeping
Full-service bookkeeping, including reconciliations, 1099 tracking, financial analysis, and monthly management reports to keep your records accurate and insightful.
Dedicated Team of 3
Work with a 3-person team focused on your past, present, and future finances.
Proactive Tax Planning
Annual review of your tax strategy with support for identifying key deductions, optimizing owner payroll, and evaluating entity and retirement plan options. Includes a year-end planning deliverables and annual strategy meeting.
CFO Support
Ongoing support through quarterly reviews, KPI tracking, and strategic planning conversations to help you monitor performance and reach your financial goals. Includes up to 4 hours of expert advisory support annually.
Payroll Oversight
Review of payroll filings (941s, W-2s, 940), autopilot checks, and withholding strategies to ensure accuracy and minimize tax payment issues.

Summit

$1,450+

Register

Strategic CFO advice boosts profitability 10-15%.
Advanced forecasting saves up to 20% on operations.

Includes GROWTH PLAN, plus:

Custom Financial Dashboard
Personalized dashboard highlighting key metrics and KPIs to support smarter, data-driven business decisions.
Strategic CFO Guidance
Monthly cash flow, P&L, and balance sheet forecasts with ongoing CFO support for strategic planning, KPI tracking, and financial decision-making. Includes unlimited communication, quarterly goal reviews, and tailored guidance to help grow and optimize your business.
Business Advisory
Quarterly meetings to review financials, cash flow, KPIs, and business strategy. Includes up to 4 hours of expert advisory support annually.
Tax Notice Resolution
We handle tax notices and communicate with tax agencies on your behalf to resolve issues efficiently.
Advanced Tax Strategies
Comprehensive, hands-on tax planning with deep analysis of deductions, compensation structure, entity selection, and retirement strategies. Includes both mid-year and year-end deliverables, an annual planning meeting, and ongoing guidance to implement advanced tax-saving opportunities throughout the year.

Add On Services

  • Payroll Processing
  • Sales Tax Returns
  • Property Tax Returns
  • Due Diligence (Buyer/Seller)
  • Special Allocation Reports
  • Insurance Audit Assistance
  • Accounting Software Implementation
  • Payroll Software Implementation
  • Setup of LLC & Other Government Accounts
  • Setup of S-Corp (Elections & Policies)

Choose the Right Plan for Your Business Needs:

  • Foundation: Perfect for small businesses focused on establishing a solid financial foundation. This plan is ideal if you need essential tax and compliance services with basic financial clarity and support.
  • Growth: Designed for growing businesses ready to leverage enhanced financial strategies. If you’re seeking monthly bookkeeping, proactive tax planning, and payroll oversight, this plan provides the support to help your business thrive.
  • Summit: Built for established businesses aiming for peak financial performance and in-depth advisory. With advanced tax strategies, custom dashboards, and dedicated CFO guidance, this plan empowers you to drive profitability and strategic growth.

How We Work:

  • Assess Your Needs: We start with a comprehensive understanding of your business and financial goals.
  • Build Your Team: You’ll have a dedicated team of financial experts focused on your success.
  • Deliver Results: From accurate bookkeeping to advanced tax strategies, we ensure your financial landscape is optimized for growth.

Why Choose Us?

  • Proven ROI: Our clients have achieved up to 20% in tax savings, improved cash flow, and enhanced profitability through our tailored strategies and expert guidance.
  • Stress-Free Taxes: We manage every detail of your taxes, from preparation to filing, so you can focus on running your business.
  • Tailored Insights: No two businesses are the same. Our team delivers customized financial strategies to align with your goals and help you grow with confidence.

    What People Say

    Software