KNOW YOUR NUMBERS. OWN YOUR FUTURE.
Your business is unique, and your accounting support should be, too.
That’s why we offer flexible service tiers designed to meet you exactly where you are in your journey.
It’s not “one size fits all,” or even “one size fits most.” It’s a personalized partnership, built to help you make smart financial decisions with clarity and confidence.
WHO WE SERVE
TIER 1 | BUSINESS PARTNER
For small businesses ready to outsource basic bookkeeping
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Monthly reconciliations (up to 3 bank/credit card accounts)
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Transaction categorization and cleanup (up to 150/month)
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Monthly financial statements (P&L, Balance Sheet)
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Sales tax return prep (1 jurisdiction)
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Quarterly tax savings analysis and recommendations
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1099 prep for up to 25 vendors
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One-time setup includes : QuickBooks configuration, chart of accounts, and 3 months of historical cleanup.
TIER 2 | GROWTH PARTNER
Upgrade your finances with deeper insight, payroll support, and strategic guidance to help you scale.
INCLUDES EVERYTHING IN TIER 1, PLUS :
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Monthly reconciliations for up to 6 bank & credit card accounts
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Transaction categorization and cleanup (up to 400 transactions/month)
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Payroll processing and tax filings (average of up to 15 employees)
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Cash flow analysis and projections
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Accounts payable/receivable management with aging reports
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Sales tax compliance (up to 3 jurisdictions)
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Monthly personalized financial review video
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Including KPI reporting
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1099 preparation expanded to 50 vendors/contractors
STRATEGIC SUPPORT
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Quarterly business performance reviews
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Annual profit projections and budgeting
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Advanced tax planning strategies
TIER 3 | EXECUTIVE PARTNER
For complex operations that demand high-touch support, advanced strategy, and executive-level insight.
INCLUDES EVERYTHING IN TIER 1+2, PLUS :
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Unlimited bank account reconciliations
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Unlimited monthly transactions
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Advanced payroll services (unlimited employees)
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Multi-entity bookkeeping and consolidations
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Weekly financial check-ins during busy periods
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Sales tax management (up to 2 jurisdictions)
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Unlimited 1099 preparation
STRATEGIC SUPPORT
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Mid-year strategy meeting with your designated CPA
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Year-end tax and business planning intensive (virtual or in-person)
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In-person is local only
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À LA CARTE SERVICES
BUSINESS ENTITY TAX RETURNS
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Partnership Tax Return (1065)
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S-Corporation Tax Return (1120S)
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Multi-Member LLC Tax Return
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Single-Member LLC (Schedule C or E (rentals))
ENTITY ANALYSIS + BUSINESS STRUCTURE SERVICES
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New Entity Formation Consultation
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Entity Structure Analysis & Recommendations
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Business Structure Optimization Review
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Multi-Entity Structure Planning
ADDITIONAL SERVICES
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QuickBooks Setup & Configuration
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Additional Bank Account Setup
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Historical Bookkeeping Cleanup
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Additional State Tax Return
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Amended Tax Return Preparation
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Tax Notice & Audit Support
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Additional 1099 Preparation
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Personal Tax Return Preparation
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Accounts Receivable & Accounts Payable Tracking
All setup fees are one-time charges for new clients. Entity tax returns and structure analysis are separate from monthly service tiers and billed annually or as needed.
Why choose Pilch & Reed?
EXPERIENCED CPAs with backgrounds in public accounting, local government, and private industry
CLIENT-FIRST mindset - we build long-term relationships, not just transactions
MODERN, tech-driven processes that keep your books clean and your time free
PROACTIVE, responsive support - we answer questions before you even ask
TRUSTED by business owners for accuracy, insight, and professionalism
LOCALLY ROOTED in Sheridan, Wyoming. And yes, our office greeter Bo is part of the charm!