Packages and pricing
Financial clarity for businesses that build.
What we charge, and exactly what you get for it
Most accounting firms will not put a price in writing. Twenty-one of the twenty-six bookkeeping firms in the East Valley publish nothing at all, which means you cannot compare them without sitting through a sales call first. Here is ours. Nine packages, every price stated, and a column showing what is not included so there are no surprises after you sign.
General contractors, remodelers, homebuilders and specialty trades. Scoped on active jobs first and transactions second, because job volume drives the work more than revenue does. A contractor running eleven jobs at $900,000 is more work than one running three jobs at $3,000,000.
TIER 1
Job Cost Core
$1,000per month
Owner-operators and small crews running four or fewer jobs at a time. Typically under $1M in annual revenue.
Onboarding $1,750
Cleanup quoted separately
Get a quoteCleanup quoted separately
TIER 2
Contractor Controller
$2,000per month
Contractors with a field crew, real backlog, and a bank or GC asking for a WIP schedule. Typically $1M to $5M.
Onboarding $2,750
Cleanup quoted separately
Get a quoteCleanup quoted separately
TIER 3
Construction CFO
$3,750per month
Multi-crew contractors chasing a bonding limit, a credit line, or an exit. Typically $5M and up.
Onboarding $4,500
Cleanup quoted separately
Get a quoteCleanup quoted separately
| What you get | Job Cost Core | Contractor Controller | Construction CFO |
|---|---|---|---|
| Monthly close | |||
| Bank and credit card reconciliationAll connected accounts, monthly | ✓ | ✓ | ✓ |
| Transaction coding to a construction chart of accountsNAHB-style cost structure | ✓ | ✓ | ✓ |
| Accounts payable coding and sub invoice entry | ✓ | ✓ | ✓ |
| Accounts receivable and customer invoicing | Add-on | ✓ | ✓ |
| Bill pay preparation and approval routingClient keeps signing authority at every tier | — | Add-on | ✓ |
| Monthly financial statementsP&L, balance sheet, statement of cash flows | ✓ | ✓ | ✓ |
| Books closed and delivered by | 20th | 15th | 10th |
| Period lock and prior period protection | — | ✓ | ✓ |
| Job costing | |||
| Cost code structure setup and maintenance | ✓ | ✓ | ✓ |
| Cost allocation by jobLabor, material, subcontract, equipment | ✓ | ✓ | ✓ |
| Job profitability reportPer job, monthly | ✓ | ✓ | ✓ |
| Budget versus actual by cost code | — | ✓ | ✓ |
| Change order tracking and margin impact | — | ✓ | ✓ |
| Equipment cost allocation and internal rate development | — | Add-on | ✓ |
| Bid versus actual estimator feedback reportQuarterly closed-job post-mortem | — | Add-on | ✓ |
| Billing and Arizona construction compliance | |||
| Retainage receivable and payable tracking | — | ✓ | ✓ |
| WIP schedule, percentage of completion | — | ✓ | ✓ |
| Over and under billings analysis | — | ✓ | ✓ |
| AIA G702 and G703 pay application preparationTwo per month included at Tier 3 | Add-on | Add-on | ✓ |
| Preliminary 20-day notice serviceUp to 8 per month at Tier 2, unlimited at Tier 3 | Add-on | ✓ | ✓ |
| Mechanics lien coordinationAlways priced per event | Add-on | Add-on | Add-on |
| Arizona TPT filingOne jurisdiction included, up to six at Tier 3 | ✓ | ✓ | ✓ |
| Certified payroll and prevailing wage reporting | — | Add-on | ✓ |
| 1099-NEC season | Add-on | ✓ | ✓ |
| Payroll | |||
| Payroll journal entries and reconciliation | ✓ | ✓ | ✓ |
| Payroll platform administrationRun processing, new hire setup, PTO tracking | Add-on | ✓ | ✓ |
| Quarterly 941 and state filing review | — | ✓ | ✓ |
| Workers comp audit support | — | Add-on | ✓ |
| Advisory and reporting | |||
| Scheduled call cadence | Quarterly | Monthly | 2x monthly |
| KPI scorecardMargin by job type, backlog, days to bill, days to collect | — | ✓ | ✓ |
| 13-week rolling cash flow forecast | — | — | ✓ |
| Bonding and surety package preparation | — | — | ✓ |
| Lender and bank package preparation | — | Add-on | ✓ |
| Annual budget build | — | Add-on | ✓ |
| Quarterly board or ownership package | — | — | ✓ |
| Construction loan draw administrationPriced per draw at Tier 2 | — | Add-on | ✓ |
| Systems and access | |||
| QBO maintenance and app stack management | ✓ | ✓ | ✓ |
| Buildertrend, JobTread or Procore integration maintenance | Add-on | ✓ | ✓ |
| Client portal and document intake | ✓ | ✓ | ✓ |
| Named account lead | ✓ | ✓ | ✓ |
| Unlimited email and text access | — | ✓ | ✓ |
| Email response time | 2 business days | 1 business day | Same business day |
✓Included in the monthly feeAdd-onAvailable, priced separately below—Not included at this tier
Landlords, short-term rental operators, flippers and syndication sponsors. Scoped on doors and entities, because a four-door investor holding four LLCs is more work than a twelve-door investor holding one.
TIER 1
Portfolio Core
$550per month
Investors holding five doors or fewer in a single entity. Long-term rentals or a first short-term rental.
Onboarding $995
Cleanup quoted separately
Get a quoteCleanup quoted separately
TIER 2
Portfolio Controller
$1,250per month
Growing portfolios across multiple LLCs, active flips, or mixed long and short-term operations.
Onboarding $1,750
Cleanup quoted separately
Get a quoteCleanup quoted separately
TIER 3
Sponsor CFO
$2,750per month
Syndication sponsors and fund operators with outside investors to report to, and developers running ground-up projects.
Onboarding $3,500
Cleanup quoted separately
Get a quoteCleanup quoted separately
| What you get | Portfolio Core | Portfolio Controller | Sponsor CFO |
|---|---|---|---|
| Monthly close | |||
| Bank and credit card reconciliation | ✓ | ✓ | ✓ |
| Transaction coding to a real estate chart of accounts | ✓ | ✓ | ✓ |
| Property-level profit and lossEvery door reported separately, not just in total | ✓ | ✓ | ✓ |
| Entity-level financial statements | ✓ | ✓ | ✓ |
| Intercompany and owner draw reconciliation | — | ✓ | ✓ |
| Combining schedule across entities | — | ✓ | ✓ |
| Books closed and delivered by | 20th | 15th | 10th |
| Property accounting | |||
| Rent roll reconciliation to the books | ✓ | ✓ | ✓ |
| Security deposit liability tracking | ✓ | ✓ | ✓ |
| Fixed asset schedule and basis tracking | ✓ | ✓ | ✓ |
| Capital versus repair classificationDocumented decision log for the tax preparer | ✓ | ✓ | ✓ |
| Depreciation schedule maintenance | — | ✓ | ✓ |
| Flip and rehab project cost trackingBy property, through closing | Add-on | ✓ | ✓ |
| Cost segregation study coordinationStudy performed by a third party | — | Add-on | ✓ |
| 1031 exchange bookkeeping supportBasis tracking and boot calculation. Not legal or QI services. | — | Add-on | ✓ |
| Debt and lender | |||
| Mortgage and note amortization tracking | ✓ | ✓ | ✓ |
| Lender reporting package | — | Add-on | ✓ |
| DSCR and LTV monitoring | — | ✓ | ✓ |
| Construction or rehab draw administration | — | Add-on | ✓ |
| Investor reporting | |||
| Investor distribution tracking | — | ✓ | ✓ |
| Capital account and waterfall maintenance | — | — | ✓ |
| Quarterly investor reporting package | — | — | ✓ |
| K-1 support schedules for the tax preparer | — | ✓ | ✓ |
| Fund-level consolidated reporting | — | — | ✓ |
| Compliance and advisory | |||
| Arizona TPT on short-term rentalsOne jurisdiction included | ✓ | ✓ | ✓ |
| 1099-NEC and 1099-MISC season | Add-on | ✓ | ✓ |
| Property management software integrationAppFolio, Buildium, Stessa, Baselane | Add-on | ✓ | ✓ |
| Scheduled call cadence | Quarterly | Monthly | 2x monthly |
| Portfolio KPI dashboardCash-on-cash, occupancy, expense ratio, per-door NOI | — | ✓ | ✓ |
| Acquisition underwriting support | — | Add-on | ✓ |
| Annual budget and reforecast | — | Add-on | ✓ |
| Email response time | 2 business days | 1 business day | Same business day |
✓Included in the monthly feeAdd-onAvailable, priced separately below—Not included at this tier
Service businesses, retail, restaurants and professional practices. For businesses outside the two niches. Deliberately priced above the discount bookkeepers and deliberately narrower in scope than the niche packages.
TIER 1
Books Current
$450per month
Owner-operators who need clean, timely books and an Arizona TPT return filed on time. No payroll, or payroll they run themselves.
Onboarding $750
Cleanup quoted separately
Get a quoteCleanup quoted separately
TIER 2
Books and Payroll
$795per month
Businesses with a team on payroll who want the whole back office in one place.
Onboarding $1,250
Cleanup quoted separately
Get a quoteCleanup quoted separately
TIER 3
Controller Advisory
$1,650per month
Owners who have outgrown a bookkeeper and need someone reading the numbers back to them every month.
Onboarding $2,500
Cleanup quoted separately
Get a quoteCleanup quoted separately
| What you get | Books Current | Books and Payroll | Controller Advisory |
|---|---|---|---|
| Monthly close | |||
| Bank and credit card reconciliation | ✓ | ✓ | ✓ |
| Transaction coding and chart of accounts maintenance | ✓ | ✓ | ✓ |
| Monthly financial statementsP&L, balance sheet, statement of cash flows | ✓ | ✓ | ✓ |
| Accounts payable coding | ✓ | ✓ | ✓ |
| Accounts receivable and invoicing | Add-on | ✓ | ✓ |
| Bill pay preparation and approval routing | — | Add-on | ✓ |
| Books closed and delivered by | 20th | 15th | 12th |
| Period lock and prior period protection | — | ✓ | ✓ |
| Payroll and compliance | |||
| Payroll journal entries and reconciliation | ✓ | ✓ | ✓ |
| Payroll platform administrationRun processing, new hires, PTO | — | ✓ | ✓ |
| Quarterly 941 and state filing review | — | ✓ | ✓ |
| Arizona TPT filingOne jurisdiction included | ✓ | ✓ | ✓ |
| 1099-NEC season | Add-on | Add-on | ✓ |
| Sales tax rate and taxability review | — | Add-on | ✓ |
| Advisory and reporting | |||
| Scheduled call cadence | Quarterly | Monthly | Monthly plus on demand |
| KPI scorecard | — | Add-on | ✓ |
| Budget versus actual reporting | — | — | ✓ |
| Cash flow forecastRolling 13-week at Tier 3 | — | — | ✓ |
| Annual budget build | — | Add-on | ✓ |
| Lender or landlord financial package | — | Add-on | ✓ |
| Tax preparer handoff packageYear-end workpapers and adjusting entry support | ✓ | ✓ | ✓ |
| Systems and access | |||
| QBO maintenance and app stack management | ✓ | ✓ | ✓ |
| POS or e-commerce integration maintenance | Add-on | ✓ | ✓ |
| Client portal and document intake | ✓ | ✓ | ✓ |
| Named account lead | ✓ | ✓ | ✓ |
| Unlimited email and text access | — | — | ✓ |
| Email response time | 2 business days | 2 business days | 1 business day |
✓Included in the monthly feeAdd-onAvailable, priced separately below—Not included at this tier
Not included in any package
These are excluded at every tier, in every practice area. Most of them are still available, they simply are not free. Knowing where a fixed fee stops is what keeps it fixed.
Excluded from all nine packages
If you need one of these, it is a separate engagement with its own quote.
Separate engagement, separate fee
- Tax return preparation and filingBusiness and individual returns are quoted per return. See the add-on menu.
- Tax planning and strategyEntity structure, reasonable compensation studies, multi-year planning. Quoted annually.
- IRS and ADOR representationNotices, audits, penalty abatement, collections. Billed hourly.
- Historical cleanup and catch-upAny period before the engagement start date. Priced per month behind at onboarding.
- Software rebuilds mid engagementRe-chart of accounts, QBO to QBO migration, new project management platform implementation.
- Lien filing and legal deadline decisionsNotice preparation is available as an add-on. The decision to file, and the consequence of not filing, belongs to the client and their attorney.
- Multi-state nexus studiesOutside Arizona, Utah and Texas. Quoted per state.
Not offered at all
- Audit, review, compilation, or any attest workLegacy Six issues no opinion and no assurance. Referred out.
- Legal advice or contract reviewIncluding subcontract terms, lien law interpretation, and employment questions.
- Disbursement authorityBill pay is prepared and routed for the client's approval. Legacy Six does not hold signing authority, initiate transfers, or become a signer on client accounts.
- Business valuationIncluding sale readiness opinions and purchase price allocations.
- Forensic accounting and litigation supportExpert witness, deposition, damages calculation, fraud investigation.
- Contingency-fee credit workNo percentage-of-credit fees on ERC, 941-X, or any amended return. Circular 230 prohibits it.
- Paper and unbanked receipt data entryBeyond 25 items per month. Documents arrive digital, through the portal.
Add-on services
Priced individually and added to any package. Each line states what it includes and what it does not, on the same terms as the packages.
| Add-on | Price | What it includes | What it does not include |
|---|---|---|---|
| Arizona construction compliance | |||
| AZ TPT filing | $125/mo +$65 per extra city | Monthly or quarterly TPT return preparation and filing for one jurisdiction. Prime versus subcontracting classification, MRRA versus modification treatment, deduction code selection, and license maintenance. | Tax paid. Penalty and interest caused by late client data. Nexus determination outside Arizona. |
| Preliminary 20-day notices | $85 each or $295/mo up to 8 | Notice preparation, service on owner, GC and lender, proof of service retained in the client file, and a running notice log by job. | The decision to serve. Deadline liability. The lien filing itself. |
| Mechanics lien coordination | $550 per lien | Amount preparation, document coordination with the filing service, and recording confirmation. | Legal advice, foreclosure, bond claims, attorney fees, recording costs. |
| Certified payroll | $850/mo up to 15 field workers | Weekly WH-347 or state-equivalent reports, fringe benefit calculation, wage determination mapping, and portal submission. Additional workers at $35 each per month. | Wage determination disputes. DOL or ICA audit representation. Apprenticeship program administration. |
| AIA pay applications | $145 each | G702 and G703 preparation from the schedule of values, stored materials, retainage, and change orders through the current period. | Negotiating the schedule of values. Chasing GC approval. Lien waiver drafting. |
| Construction loan draw administration | $650 per draw | Draw package assembly, cost-to-complete reconciliation, lender inspector coordination, and budget line reallocation tracking. | Lender negotiation. Loan modification. Title company coordination. |
| Reporting and advisory | |||
| Bid versus actual estimator report | $850 per quarter | Closed-job margin post-mortem by cost code, variance against the original estimate, and a written list of the estimating assumptions that were wrong and by how much. | Rebuilding the estimating template. Bid preparation. Software licensing. |
| Board or lender package | $1,250 per quarter | Multi-tab workbook plus a written narrative report, formatted for a board, a bank, or a surety. | Attending the meeting, billed at the meeting rate. Assurance of any kind. |
| Annual budget build | $1,950 one time | Twelve-month operating budget by department or division, built with the client across three working sessions, loaded to QBO for budget-versus-actual reporting. | Monthly reforecasting, which is Controller tier and above. |
| Compliance and administration | |||
| 1099-NEC season | $295 setup + $12 per form | W-9 collection and chase, TIN matching, vendor classification review, e-file and recipient delivery. | Worker classification defense. Corrections caused by bad client-supplied W-9 data, billed at $45 per corrected form. |
| Additional entity | $275/mo | A second or subsequent set of books at the same tier, including intercompany reconciliation and a combining schedule. | Consolidated GAAP financials. Separate tax returns. |
| Registered agent | $195/yr | Arizona statutory agent of record, service acceptance, and same-day forwarding. | Entity formation. State filing fees. |
| Business tax return | $1,500 to $1,995 | Federal and one state return, 1120-S, 1065 or 1120, with K-1s and a filed extension. | Additional states at $250 each. Amended returns. Prior year returns. |
| Individual return | $650 to $850 | Form 1040 with Schedule C, Schedule E, or K-1 flow-through, and a filed extension. | Additional states at $150 each. Multi-year cleanup. Audit representation. |
| Mobile notary | $10 per act + $75 trip fee | Notarial acts at the client site within 20 miles of Gilbert. Arizona caps the act itself at $10; the trip fee is separately stated as a travel and convenience charge. | Document preparation. Legal advice on what to sign. Travel beyond 20 miles, billed at the state mileage rate. |
| Loan signing | $150 per signing | Full loan document package presentation, notarization, and return shipping. A second loan in the same session is $75. | Explaining loan terms. Escrow coordination. Printing beyond 200 pages. |
Two Arizona notes. The state caps a notarial act at $10, so the trip fee is stated separately as a travel and convenience charge. And we do not charge contingency or percentage-of-credit fees on ERC, 941-X, or any amended return, because Circular 230 prohibits it.
How an engagement starts
| 1. Scoping call | Thirty minutes. We count your active jobs or doors, your transaction volume, your entities and your accounts. That determines the tier. No guesswork, no pressure. |
| 2. Books review | We look at your current file before quoting anything. Cleanup and catch-up are priced separately from onboarding, based on how many months are behind. |
| 3. Written proposal | Tier, monthly fee, onboarding fee, cleanup scope if any, and the add-ons you selected. Every limit in writing. |
| 4. Engagement letter | Month to month, 30 days notice either way. Onboarding fee due at signing. |
| 5. Quarterly scope review | We check your actual volume against your package every quarter and tell you if you have outgrown it. You will never find out through a surprise invoice. |
Bring five numbers to the first call
Active jobs or doors. Transactions per month. Bank and card accounts. Entities. Employees and subcontractors. That is the entire scoping conversation, and thirty minutes is enough to tell you which package fits.
Book a scoping callOr call (480) 981-1360 · hello@legacysixgroup.com
Gilbert and Queen Creek, Arizona. Serving Arizona, Utah and Texas, remote nationwide.
Pricing effective September 2026 and applies to new engagements. Existing clients retain the terms of their current engagement letter. Prices subject to change on 30 days notice. This page is a pricing document, not tax or legal advice. Legacy Six Financial Group does not perform audits, reviews, compilations, or any attest work.