The MB Group, LLC
It’s free, with no obligation to book
Hired 4 times
Serves Plano, TX
16 years in business
Check, Credit card, Stripe
Customers rated this pro highly for professionalism, work quality, and responsiveness.
- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing for accounting services is dependent upon the complexity and volume of the type of work that will be required. Most client projects will entail a backwork/clean-up phase followed by on-going monthly accounting services. Prior to beginning a project, we examine the current accounting records, provide feedback as to the clean-up that will be required and quote a fee range for the work. If a client wishes for us to provide monthly accounting services, a flat monthly fee will be set. Most of our business clients to whom we provide accounting services also engage us to prepare their business tax returns. Federal tax returns for business entities are also flat fees and typically start at $1,600. The nature and complexity of the entity's operations may influence prices. State returns start at $300 per state.
- What is your typical process for working with a new customer?
Our first step in working with a new accounting client is to meet in-person or on the phone and discuss the current state of their accounting records and processes. We will seek to understand the specific areas where accounting has caused the greatest struggles, examine the books to evaluate the current status, and provide a detailed proposal that includes of tasks that will be necessary to bring the books into a good condition. For those clients that are also interested in our tax services, we will begin by examining the prior year return. We will hold a phone conference to discuss the client's tax situation and formulate tax strategies that may help save tax dollars.
- What types of customers have you worked with?
We primarily serve businesses and their owners as well as high net worth individuals. We do not specialize in a particular industry rather in a certain sector of business which is businesses ranging from start-up to $25 million in annual revenue. Our professionals are focused on helping business owners to create tax efficiencies, build entities with high enterprise value (which is driven by solid accounting systems, processes and controls), generate ideas to mitigate risk, perform tax compliance/return preparation and serve as a resource related to business planning and operations.