Custom Pricing Based on Client Needs

At Highbeam Accounting, we understand that no two businesses are the same, which is why we don’t offer one-size-fits-all pricing. Instead, we provide customized pricing based on your specific needs, transaction volume, and financial complexity.

A small service-based business with a few transactions per month requires a very different level of accounting support than a growing company managing payroll, sales tax compliance, and complex financial reporting.

Our custom pricing approach ensures that you receive the right level of service without paying for unnecessary extras.

Every engagement at Highbeam is supervised by a CPA, from verifying the accuracy of recording and posting transactions to preparing financial statements, tax returns and other analytical and  advisory projects. This adds significant value beyond standard bookkeeping or outsourced accounting services.

Our Consultation Process

Step 1: Initial Discovery Call (15–30 Minutes)

This is the first step in understanding your business and determining how we can help. During this no-obligation call, we’ll discuss your company’s structure, industry, and accounting needs. We’ll ask questions about how you currently manage your bookkeeping, whether you have payroll, and what level of financial reporting is required.

Topics we’ll cover include:

• Business Structure – Are you operating as an LLC, S-Corp, C-Corp, or sole proprietorship?

• Current Bookkeeping Setup – Do you manage your own books, use an in-house bookkeeper, or work with an external provider?

• Transaction Volume & Complexity – How many transactions do you process per month? Do you deal with multiple revenue streams, inventory, or complex invoicing?

• Payroll Needs – Do you have employees or independent contractors? How often do you run payroll?

• Tax Filing Requirements – Do you need business tax preparation, sales tax compliance, or estimated tax payments?

• Financial Reporting – What type of financial statements and reports do you rely on to run your business?

• Software & Systems – Are you currently using QuickBooks Online or another accounting platform? Would you need help with setup or migration?

• Challenges & Pain Points – Are there specific accounting issues you’re struggling with, such as cash flow management, reconciling accounts, or preparing for tax season?

• Growth Plans – Are you planning to expand, take on investors, or make significant financial decisions in the near future?

This conversation helps us understand your business, identify gaps in your current financial processes, and create a plan tailored to your needs.

It also helps us assess whether Highbeam is a good fit for your business and gives you a chance to ask any questions about our services.

Step 2: Assessment & Custom Proposal

After gathering key details from our conversation, we conduct a deeper assessment of your accounting and financial process and needs. This includes reviewing your transaction volume, the complexity of your financial records, tax filing requirements, and any cleanup work that may be needed. Based on this analysis, we provide a custom proposal outlining the exact scope of services you need, the estimated monthly or annual cost, and a plan for onboarding. This ensures transparency in pricing and allows you to make an informed decision before moving forward.

Step 3: Onboarding & Setup

Once you decide to work with us, we guide you through a smooth onboarding process. This includes setting up or optimizing your QuickBooks Online account, migrating financial data from your previous system if necessary, and establishing secure document-sharing processes. We’ll also schedule an initial review to ensure everything is running smoothly and answer any questions. Our goal is to take the stress out of managing your finances by setting up a reliable, CPA-supervised system that gives you confidence in your numbers.

Ready to explore working with us?