Rising Phoenix Accounting LLC
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Rising Phoenix Accounting LLC
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More
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Only 6 year-round slots remaining!!!

To guarantee unmatched, dedicated focus and on-time execution, we strictly limit our firm's capacity. When all slots have been filed, we will start a waiting list!

Our Service Tiers

SPARK TIER ~ $375/month

Ignite your financial clarity with secure, foundational bookkeeping and essential tax compliance. (payroll services are not available with this tier) Best for: Solopreneurs and micro-businesses focused on neat compliance.

Reconciliation Velocity: Monthly account tune-ups*

Account Cap: Up to 3 bank and/or credit card accounts

Tax Protection: Includes a 1040 personal return + 1 state return.

Financial Reporting: Yearly tax-ready financial statements

Strategy Touchpoint: One dedicated pre-tax season planning meeting

Support Response: Reliable weekly portal and email support windows

S-Corp Officer Assist: Manual wage and reporting for one officer as add-on

Additional monthly fee applies


ASCENT TIER ~ $850/month (Excellent Value!)

Rise above the day-to-day chaos with proactive financial management, team scalability, and structural tax mitigation. Best for: Growing small businesses hiring employees and scaling operations.

Reconciliation Velocity: Bi-weekly account tune-ups*

Account Cap: Up to 5 bank and/or credit card accounts

Tax Protection: 1 Corporate/Pass-Through Return + 1 Personal 1040

Includes up to 2 state returns for business and 1040

Financial Reporting: Quarterly financial statements

Support Response: Priority business support within 3 business days

Strategy Touchpoint: 1 Pre-tax season meeting + 1 deep mid-year tax review

Forward Looking Analytics: Semi-annual budget vs actual variance analysis

Includes initial budget creation

Team Operations: Gusto payroll integration available as add-on

Strictly capped at 10 employees

BONUS VALUE: QuickBooks Ledger subscription included for FREE


FLIGHT TIER ~ $1,975/month (The Ultimate Freedom)

Achieve absolute financial mastery, eliminate back-office drag, and soar toward high-altitude profitability. Best for: Established business owners looking to hand off their complete finance department.

Reconciliation Velocity: Weekly real-time data maintenance*

No cap - unlimited bank and credit card accounts!

Tax Protection: 1 Corporate/Pass-Through Return + 2 Personal 1040*

*For owners/directors/shareholders only

Includes unlimited state returns

Financial Reporting: In-depth monthly financial statements

Support Response: VIP Priority response within 1 business day

Strategy Touchpoint: Pre-tax meeting + proactive, quarterly tax planning

Forward-Looking Analytics: Monthly budget vs actual growth reviews

Includes initial budget creation 

Team Operations: Gusto payroll integration available as add-on

Unlimited employees! No cap.

Back-Office Automation: Bill pay management included

BONUS VALUE: QuickBooks Ledger AND Hubdoc included FREE!

*All reconciliations have additional fees if the average number of transactions exceed 100; please let us know if you have any concerns* All service tiers come with access to a secure client portal for easy and secure document exchange!

Additional services, Terms, and agreements

Need Tax Prep Only? No Problem!

Every New Partnership Begins with a Fresh Start!

Every New Partnership Begins with a Fresh Start!

If you aren't ready for year-round monthly accounting services and just need a seasonal tax expert, ask about the 

EMBER PACKAGE!

Individual filings start at a flat $225 for simple returns and $375 for itemized returns, with a clear, upfront schedule add-on menu. 

Contact for Quote

Every New Partnership Begins with a Fresh Start!

Every New Partnership Begins with a Fresh Start!

Every New Partnership Begins with a Fresh Start!

Before transitioning to a monthly plan, every business goes through our 

Historical Clean-Up & Optimization Phase.

We collect a one-time $750 retainer applied at $75/hour to audit your past books, fix ledger errors, and build a flawless financial foundation. Once your books are perfectly clean, your flat monthly subscription begins!

Can't find that "just right" Goldilocks feel?

Every New Partnership Begins with a Fresh Start!

Can't find that "just right" Goldilocks feel?

Let's talk. We have add-on services, so you can get what you need, then relax and leave the rest to us. Add-ons will be calculated prior to the first monthly subscription fee and will continue each month to maintain continuity of the fees and ability to budget for the services you need. 

Most add-ons and additional fees for excess accounts or transactions will be reviewed and adjusted bi-annually.

Copyright © 2026 Rising Phoenix Accounting LLC - All Rights Reserved.


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