Our Pricing

What Does It Cost To Work With J.R. Martin?

Platinum Service Package

Comprehensive Accounting

We offer three versions of our Comprehensive (Platinum) Service Package based on how often we need to generate financial reports and meet with you to reach your current goals.

Option 1

Quarterly
Reporting

Suitable for businesses in sustainability mode.

Quarterly Tax-Optimized Books
Mid-Year Tax Planning Session
Certified Tax Coaching
Tax Preparation & Filings

Assuming 25 transactions per month and 2 bank accounts.

Starting at:
Sole Prop: $110/wk
Corporations $135/wk

Option 2

Monthly
Reporting

Suitable for businesses in profitability mode.

Monthly Tax-Optimized Books
Mid-Year Tax Planning Session
Year-End Tax Planning Session
Certified Tax Coaching
Business and Personal Tax Preparation & Filings

Assuming 50 transactions per month, and 3 bank accounts.

Starting at:
Sole Prop: $270/wk
Corporations $325/wk

Option 3

Fractional
CFO Services

Suitable for businesses in growth mode.

Monthly Tax-Optimized Books
Certified Tax Coaching
Tax Preparation & Filings
Post-Tax Advisory Meeting
Cost Control & Business Strategy
Industry Benchmarks
KPI Scorecards

Assuming 100 transactions per month and 5 bank accounts.

Starting at:
Sole Prop: $700/wk
Corporations $800/wk

Ready to Get Started?

Gold Service Package

Collaborative
Accounting

Our Collaborative (Gold) Service Package is designed for companies that have a qualified in-house bookkeeper. We work with your team ensure you produce reliable books every month so we can save more on taxes and keep more profits.

Starting at: $225/wk

Suitable for businesses at any stage who already have a reliable in-house bookkeeper.

Includes:

Accounting Assistance
Tax Optimization
Mid Year Tax Planning Session
Year End Tax Planning Session
Certified Tax Coaching
Tax Preparation & Filings

Requirements for your in-house bookkeeper

In house bookkeeper requirements:

Proficiency in QuickBooks Online (QBO) – Strong aptitude and comfort with QBO for accurate and consistent monthly reconciliations.
Team Collaboration – Open to working closely with our team and supporting mutual goals.
Attention to Detail – Conscientious approach, ensuring accuracy in all financial records and reports.
Effective Communication – Excellent verbal and written communication skills; responsive to team inquiries and updates.
Adaptability – Willingness to learn and improve skills as new tools or techniques emerge.
Use of Company Portal – Comfortable using our communication portal to ensure organized and transparent interactions.

Frequently Asked Pricing Questions

What all is covered under my weekly fee?

Each package contains aspects of each of our core services: Accounting Foundations, Tax Planning, and Advisory services.

But your specific package customized for your business needs and goals. Most of our clients need the following, so we include them in the “starting at” price by default:

Profit and Loss Statements
Balance Sheets
Bank Reconciliation
Annual business tax filing
Unlimited one-off questions
Certified Tax Coaching
Tax planning meetings

What if I need additional services or help?

During the discovery and onboarding process we will help you determine whether you need any add-on services on a regular basis, and we build that into your custom service package.

Examples of this are:

Audit representation
Business advisory

If at any point you need one-time services like switching your entity or a business valuation, we will price and scope them as a separate project.

What is the cost to get started?

To begin, there are a few essential onboarding tasks, which apply to every client, totaling approximately $1,500. Additionally, we require a complete set of monthly books for the entire year to ensure we can maximize your tax savings.

For clients who need prior months brought up to date, we charge a one-time fee based on the complexity of the bookkeeping including transaction volume, the number of business accounts, and the number of loans. This fee will be determined during the proposal process.

Are there any additional annul tax preparation costs?

Tax return pricing is based on the level of complexity identified during onboarding. If the complexity increases, any additional work will be billed separately from the package.

Are there any additional costs I should be aware of?

Our service agreements include specific allotments for each service. If your needs go beyond these limits, or if significant additional work—such as preparation, research, or follow-up beyond scheduled meeting time and estimated completion—is required, additional charges may apply. We are committed to transparency and will notify you of any overages with a separate invoice detailing the extra costs.

Juli has been a pleasure to work with during a challenging season for our business. Her intelligence and strong tax knowledge are balanced by her professionalism and excellent communication skills, a combination rare among accountants. She listens well and demonstrates that she understands what is important to us as her clients, and even puts up with all of our annoying questions! She's a pleasure

When our non-profit was looking to expand and grow, we knew our financial situation needed to be assessed and overhauled. We feel so fortunate to have found J.R. Martin and Associates. Juli and her team have modernized our financial management, organized our books and provided us with a pathway for financial success. I don’t know where we would be without them.

Juli Martin and her team have been an absolute blessing to work with. Professional, proactive, knowledgeable, and also caring... the best combination in an accounting firm! Excellence in advice and state of the art technology. Above and beyond our expectations. I couldn't be more pleased."

J.R. Martin & Associates’ integrity, reliability, and quality service, for a variety of accounting services and ongoing needs, help me run my businesses with confidence. To them I am not just a client—I am a friend in the community.

I switched to Juli Martin and her team six years ago and must commend them for the outstanding work they consistently perform on my S-Corp. S-Corps bring specific challenges, and they meet those challenges with consistently updated knowledge of ever-changing tax laws and sound advice. Their expertise enables me to focus on the business' profitability instead of the rigors of general bookkeeping and accounting. I strongly encourage any company in need of an accounting firm to use JR Martin & Associates.

Since 2009 we have had the pleasure of working with Juli and her team, and I couldn't be more satisfied with their services. Their expertise along with their exceptional communication and attention to detail leave me with no doubt that our accounting and tax planning needs are being taken care of by true professionals.

I have had the privilege of working with Juli and her team at JR Martin for the last 10 years for our accounting needs. As a business owner, accuracy and efficiency is what I look for from an accountant. The service has been excellent and it saves me time to have an organized accounting firm. Juli stays on top of changes in the tax code and goes out of her way to ensure that we are taking advantage of all applicable deductions to ensure that we are not overpaying on taxes. The new accounting portal is an efficient and easy way to upload tax documents and to cooperatively follow the tax preparation process from beginning to end. I appreciate the efficient and professional approach to accounting that JR Martin provides. I would recommend JR Martin to my friends and colleagues.