If you don’t know, we’re obsessed in helping our clients as well as others achieve financial success. We’re constantly in the numbers and know numbers are pretty important to people, especially when it comes to pricing. In determining our service offerings, we wanted to provide you a little more information in deciding which services to choose when considering our firm. See below for a brief summary of our service offerings. Just keep in mind, less work on our end, lower services fees on your end and vice versa. Please contact us if you have any questions or service inquiries!
Tax Services
Within our pricing page, you’ll notice a fairly wide price range. That’s because everyone’s tax situation is different. When considering our services, keep that in mind. We’ve priced our services based on the level of work it will take to prepare your return. Simple tax situation, less work, lower preparation fee. Complex tax situation, more work, higher preparation fee. Here are some examples.
Example 1 (Simple tax situation): A person that’s not married (filing single), with 1 job (1 W-2 form) and pays student loans. This person could expect to pay between $85-$175.
Example 2 (Semi-simple tax situation): A married couple (filing Married filing jointly), both working a 9 to 5, owning a home, giving to several charities, and the husband is a Uber driver on nights and weekends. This couple could expect to pay between $275-$400.
Example 3 (Complex tax situation): A married couple that can’t decide whether to file Married Filing Jointly or Married Filing Separately, with the wife working a 9-5, and the husband owns a business that made over $125,000, owns a home, several stocks were traded throughout the year, and they give to several charities every year. This couple could expect to pay between $450-$600.
Here are some brief examples covering a low-medium-high spectrum of our pricing. Just keep in mind, if you know your tax situation is fairly simple, you would be on the lower end of the spectrum, if you have a-lot going on with your financials, expect to be on the higher end.
Accounting Services
Starter Package – In our experience, this package would be for those that have hit the point where they are starting feel a bit overwhelmed wearing many hats in their business. You want a professional to handle your finances to free up time, so you can handle the operations of your business. The hours saved give you more time to increase profit.
Essential Package – This package is for business’s that are in the growth stage, with quite a few accounts (bank and credit card accounts) and looking for a firm to also handle their tax situation as well, to remain compliant with the IRS. A great opportunity to embed the cost of tax preparation and planning within accounting fees, so come tax season it’s smooth sailing.
Enterprise Package – When considering this package, you’ve hit the stage where you need some more muscle to come in and make sure you’re on track in increasing profits. Think of having a CFO at your firm at a affordable cost. We’re not just ticking and tying numbers, we’re also making sure your margins look good.
Business Financing Services
We’ve partnered with an exchange that streamlines the commercial lending process.  Lines of credit of u
Consulting Services
Individuals
Starting a business is not easy. Growing a business is not easy. Being in business is not easy. We’ve helped our clients navigate the start-up process from deciding the best business formation to deciding whether to hire another employee to distribute workload. At Bradley Financial, we believe every number in your financials has a story behind it and we like helping others create that story.
We offer business and financial coaching sessions. If you love what we’re doing for society, but don’t feel your business is ready for any of our services above, check out our affordable business coaching plans. We’ll discuss business formation, strategy, and recommend resources in our network to ensure your business has a solid foundation.
If you have no idea how much money is coming in and out of your home, how to manage debt, have no idea how credit works, or don’t know how to start an emergency fund, check out our financial coaching plans. We’ll discuss how to get a better grasp of your finances to know how much is coming in and coming out, understand how credit works to continue increasing your score, and a debt management plan to ensure you’re on the right track to lowering it. Our services are based on the number of sessions it takes to get you up to speed.
Business
If your business is driven by key personnel, your business is in the hands of people versus a process. Throughout the years, we’ve assessed quite a few business’s processes and have seen issues arise, especially during audits. Whether you need help with process implementation, audit readiness, or an assessment to ensure you have a solid process in place, we’re here to help.
In assessing business opportunities, we believe the truth is in the numbers. A business opportunity doesn’t make sense unless the margins are good and we’re here to make sure your margins are good. We can also provide financial projections. You give us the numbers and we’ll put the analysis together.
