How much do we charge?

We believe in transparency with fees. Affordable subscription pricing for all accounting and payroll services.

Schwartz Payroll Services

I just need to pay my people!

Fee Schedule
$ 40
00
per month, $4 per check processed
  • Unlimited online access to our payroll portal, with unlimited payroll runs and support from our in-office staff.
  • Automated payroll tax compliance, payroll tax return filings and EFT services.
  • Employee support with self-service feautres, along with mobile application.
  • Worker's compensation and benefit review, integration and shopping by Schwartz support staff.

The HR, worker's comp, payroll combo.

Fee Schedule
$ 70
00
per month, $7 per check processed
  • Unlimited support from Schwartz staff, handling all payroll runs, compliance reporting, audits and notices.
  • Included time and attendance tracking, HR softwares, and benefits tracking.
  • We will shop and integrate your worker's compensation insurance automatically. Includes pay-as-you-go solutions.
  • Financial planning for employee benefit plans, set-up and organization of plans.

SchwartzBooks Virtual Accounting Services

Starter

After-the-fact Bookkeeping Services
$ 199
00
per month
  • Preparation of a monthly set of cash-basis financial statements, including a P&L, balance sheet and cash flow statement.
  • Reconciliation of up to 2 bank accounts and 2 credit cards.
  • Preparation and payment of monthly, quarterly sales tax returns.
  • Maintenance of company general ledger with scanning, uploading and matching of invoices.
  • Transaction limit per month is 200.

Professional

After-the-fact Bookkeeping Services
$ 399
00
per month
  • All Starter level features plus:
  • CFO-style enhanced reporting with KPI benchmarking tailored to your business.
  • Financial statements prepared on an accrual basis. if requested.
  • Reconciliation of up to 6 bank accounts and 6 credit cards.
  • 50% payroll service discount.
  • Transaction limit per month is 500.
Popular

All-Inclusive

Full-Service Accounting Department
$ 899
00
starting monthly cost
  • All Starter and Professional features plus:
  • We will pay your bills and issue invoices on your behalf, manage your accounts payable and accounts receivable.
  • Daily review and reconcilation of transactions, daily accountant review.
  • QuickBooks Online or Xero Subscription included, paid by Schwartz, owned by the client.
  • Payroll Services and Income Tax Preparation included in monthly cost.
  • No transaction limits.

Specialty Accounting Programs

The Martin Specialty
(We come to you!)

Digital Transformation
$ 249
00
per month
  • We will pick up your monthly paperwork from your business location (San Diego County only)
  • Scan of all client provided paper invoices to a searchable cloud file by vendor, invoice number, and product detail.
  • Preparation of monthly general ledger report with detail of scanned invoices.
  • Sales Tax Return Preparation
  • Breakdown cost of goods sold into taxable/non-taxable categories for sales tax audit purposes.

QuickBooks ProAdvisor Quarterly Review

Accounting Services
$ 99
00
per month
  • Ideal for start-ups and small businesses
  • Includes monthly subscription to QuickBooks Online Essentials
  • We will close out the books quarterly and correct any accounting errors/perform adjusting entries to ensure accuracy.
  • Once a quarter meeting (virtual or in-office) to help you set your OKRs and KPIs for the upcoming quarter.
  • Sales Tax Return Preparation
  • 50% payroll services discount

Goodbye IRS, No BS
Program

Annual Compliance/Audit Representation
$ 199
00
Flat fee per year
  • IRS/FTB audit representation at no extra cost for your personal return (excludes corporations, partnerships and fiduciary returns)
  • We will answer any mail correspondence from any tax agency on your behalf (sales tax, payroll tax and income tax)
  • We perform annual compliance tasks that include: statement of information filing, preparation of corporate minutes, agent of service designation, and labor poster updates.
  • Year-end tax consultation and review with one of the partners.