All-Inclusive Accounting for Your Practice
Tax preparation, bookkeeping, and financial oversight — bundled into one predictable monthly fee. Built for small businesses and professional practices across Colorado.
One Monthly Fee
No surprise invoices. Your tax preparation, bookkeeping, and compliance services are covered under one predictable monthly payment — so you can budget with confidence.
Year-Round Support
We're not just here at tax time. Your dedicated CPA team monitors your books monthly, flags issues proactively, and provides guidance whenever you need it.
Built for Practices
We specialize in solo practitioners and small group practices with 1–3 partners and 1–10 employees. High-level financial oversight without the complexity of a large firm.
CHOOSE YOUR PACKAGE
BASIC BUSINESS PACKAGE
Tax preparation plus compliance protection — ideal if you handle your own bookkeeping.
Tax Preparation
- Federal and state income tax returns for one business
- Prepare 1099 forms
Notice Response
- Professional review and response to IRS or state tax notices
Audit Defense
- Full audit defense and representation for IRS or state examinations
Bookkeeping
- Not included
Payroll Management
- Not included
PROFESSIONAL BUSINESS PACKAGE
Full-service accounting — everything you need to stay compliant and profitable.
Tax Preparation
- Federal and state income tax returns for one business
- Prepare 1099 forms
Notice Response
- Professional review and response to IRS or state tax notices
Audit Defense
- Full audit defense and representation for IRS or state examinations
Bookkeeping
- Record bank and credit card transactions into QBO
- Reconcile bank accounts monthly
- Reconcile credit card accounts monthly
- Record interest and reconcile loans monthly
Payroll Management
- Not included
TOTAL BUSINESS PACKAGE
Everything in Professional plus payroll — complete financial management for your practice.
Tax Preparation
- Federal and state income tax returns for one business
- Prepare 1099 forms
Notice Response
- Professional review and response to IRS or state tax notices
Audit Defense
- Full audit defense and representation for IRS or state examinations
Bookkeeping
- Record bank and credit card transactions into QBO
- Reconcile bank accounts monthly
- Reconcile credit card accounts monthly
- Record interest and reconcile loans monthly
Payroll Management
- Comprehensive payroll management with accurate reporting and timely filings
BASIC BUSINESS PACKAGE
Tax preparation plus compliance protection — without the bookkeeping.
Includes:
- Business tax return preparation
- 1099 form preparation
- IRS/state notice response
- Full audit defense
PROFESSIONAL BUSINESS PACKAGE
Full-service accounting — everything you need to stay compliant and profitable.
Everything in Basic, plus:
- Monthly bookkeeping in QBO
- Bank & credit card reconciliation
- Loan reconciliation
TOTAL BUSINESS PACKAGE
Everything in Professional plus payroll management.
Everything in Professional, plus:
- Everything in Professional Package
- Comprehensive payroll management
- Accurate reporting & timely filings
Why Monthly?
With monthly accounting, your books are always current, tax season is stress-free, and financial surprises become a thing of the past.
PACKAGE COMPARISON
| Service | Basic | Professional | Total |
|---|---|---|---|
| Tax Preparation | |||
| Federal & state business returns | |||
| 1099 form preparation | |||
| Bookkeeping | |||
| Bank & credit card transaction recording (QBO) | |||
| Monthly bank reconciliation | |||
| Monthly credit card reconciliation | |||
| Loan interest recording & reconciliation | |||
| Compliance & Protection | |||
| IRS & state notice response | |||
| Full audit defense & representation | |||
| Payroll | |||
| Comprehensive payroll management | |||
| Starting at | $799/mo | $999/mo | $1,249/mo |
HOW IT WORKS
Initial Consultation
We meet to understand your practice, your current financial setup, and your goals. We'll recommend the right package for your situation.
Onboarding
We set up your QuickBooks Online, connect your accounts, and establish your bookkeeping workflow. We handle the transition so you don't have to.
Monthly Service
Your books are maintained monthly — transactions recorded, accounts reconciled, and financial health monitored. Questions? We're a phone call away.
Tax Season
When tax time comes, your books are already clean. We prepare and file your returns with confidence — no scramble, no surprises.
Initial Consultation
We meet to understand your practice and recommend the right package.
Onboarding
We set up QBO, connect accounts, and establish your bookkeeping workflow.
Monthly Service
Books maintained monthly — transactions recorded, accounts reconciled.
Tax Season
Books are already clean. Returns prepared and filed — no scramble.
FREQUENTLY ASKED QUESTIONS
The Basic Business Package ($799/month) includes federal and state business tax return preparation, 1099 form preparation, professional IRS and state tax notice response, and full audit defense and representation.
The Basic package ($799/month) covers tax preparation, 1099s, notice response, and audit defense. The Professional package ($999/month) adds full monthly bookkeeping in QuickBooks Online. The Total package ($1,249/month) adds comprehensive payroll management on top of everything in Professional.
Our Basic Business Package ($799/month) is designed for practices that handle their own bookkeeping. It includes tax preparation, 1099s, IRS notice response, and audit defense — without the bookkeeping services. Upgrade to Professional ($999/month) when you're ready for full monthly bookkeeping.
We use QuickBooks Online (QBO) for all bookkeeping services. Our team records bank and credit card transactions, reconciles accounts monthly, and manages loan interest recording — giving you clean, accurate books year-round.
Our packages are designed for small businesses and professional practices with 1–3 partners and 1–10 employees. We provide high-level financial oversight without the complexity of a large, impersonal firm.
Ready to Simplify Your Practice's Finances?Ready to Simplify Your Finances?
Join Colorado practices that trust Lockhart & Powell for year-round accounting, tax preparation, and financial oversight.Join practices that trust us for year-round accounting.