How do I know which Accounting Freedom package is right for my business?

Core is best for businesses that need compliance-only services — clean monthly books, accurate financial statements, and on-time business tax filings. Core+ is best for owners who want a real advisory relationship with monthly review calls, proactive tax planning, and entity and retirement strategy. CorePro is best for owners who want a full advisory process including 90-day cash flow forecasting, budget vs. actual reporting, KPI dashboards, and an annual business performance review.

What does Accounting Freedom's Core package cost?

Core starts at approximately $130 per week for a small business with straightforward bookkeeping needs. Final pricing depends on transaction volume, number of accounts to reconcile, and overall business complexity. The pricing calculator at accountingfreedom.com/pricing provides a customized estimate.

What does Accounting Freedom's Core+ package cost?

Core+ starts at approximately $175 per week. This tier adds a monthly advisory call, mid-year and year-end tax planning, retirement and savings plan advice, and owner compensation and entity review to everything included in Core.

What does Accounting Freedom's CorePro package cost?

CorePro starts at approximately $245 per week. This tier adds 90-day cash flow forecasting, budget vs. actual reporting, a custom KPI dashboard, and an annual business performance review to everything included in Core+.

Does Accounting Freedom serve businesses outside Illinois and Wisconsin?

Accounting Freedom is based in Illinois and Wisconsin and primarily serves small businesses in those two states. Sales tax filing is included for Illinois and Wisconsin. Clients with sales tax obligations in other states are supported via a third-party provider.

Find Your Perfect Fit

Which Package Tier Is
Best For Your Business?

Name: Accounting Freedom, Ltd.
Price range: $$$

See what's included in each package, then take our quick assessment to find your best fit — or use the fee calculator to see your estimated weekly fee.

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Choose your package

Three Packages. One All-Inclusive Price.

Every package includes accounting and tax. Choose the level of advisory involvement that fits where your business is today.

Essential

Core

Compliance only

Starting at

$130 /wk

Accurate books, taxes filed on time. We handle your compliance so you can focus on running your business.

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What's Included in Each Package

Every package is all-inclusive. One fixed weekly fee covers everything below.

Service	Core	Core+	CorePro
Monthly Accounting
Reconcile bank & credit cards	✓	✓	✓
Adjusting journal entries & general ledger	✓	✓	✓
Monthly balance sheet & P&L	✓	✓	✓
Work directly in client's QBO file*	—	✓	✓
Budget vs. actual reporting	—	—	✓
90-day cash flow forecast	—	—	✓
Business Tax
Federal & state business income tax	✓	✓	✓
Sales tax — IL and/or WI only†	✓	✓	✓
Annual Forms 1099‡ Up to 10 included	✓	✓	✓
Business Audit Protection Plan	Optional	Optional	✓ Included
Advisory & Planning
Monthly financial review call	—	✓	✓
Mid & year-end tax planning	—	✓	✓
Retirement & savings plan advice	—	✓	✓
Owner comp & entity structure review	—	✓	✓
Custom KPI dashboard (industry-specific)	—	—	✓
Annual business performance review§	—	—	✓
Best for	Businesses that need accurate books and taxes filed on time.	Established businesses that want clean books and a real advisor relationship.	Growth-minded owners who want to run their business with data.

* Core+ and CorePro clients on QBO have books maintained in their live file. Core clients are processed in our internal software.

† Sales tax filing included for IL and/or WI only. Other states require a third-party provider.

‡ Up to 10 Forms 1099 included annually. Additional 1099s billed separately.

§ Includes year-end tax strategy session and written strategy memo.

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Honest assessment

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Package assessment

Not Sure Which Package Fits?

Answer 7 quick questions about your business and we'll point you to the right tier.

Common questions

Pricing Questions, Answered

How is my weekly fee determined?

Your fee is based on your chosen package, the complexity of your business, and your average monthly transaction volume. Use our fee calculator for a personalized estimate.

Is there a startup or onboarding fee?

Yes. A one-time onboarding fee covers data migration, software setup, and getting your books organized from day one. Your advisor will discuss this during your free consultation.

Can I switch packages as my business grows?

Absolutely. Many clients start on Core and move to Core+ or CorePro as their needs evolve. Your advisor will let you know when it makes sense to upgrade.

Does the fee include payroll processing?

Payroll is handled by Payroll Freedom, our sister company. Clients who bundle payroll with accounting receive a discounted rate. Outside payroll providers incur a small premium.

What if I need individual tax returns?

Individual owner tax returns are not included in standard packages but can be added for an additional fee. Your advisor can provide a quote during your consultation.

Do you serve businesses in both Illinois and Wisconsin?

Yes — we have offices in Mundelein, IL and Grafton, WI. Sales tax filing is included for IL and WI. Obligations in other states require a third-party provider.

Real-World Pricing

What Do Businesses Like Yours Actually Pay?

Here’s what the weekly fee looks like for businesses across different industries, sizes, and complexity levels.

Core

Solo Dental Practice

Employees4

Annual Revenue$650K

ComplexityLow

Weekly Fee

$140 /wk

Core

Family-Owned Restaurant

Employees12

Annual Revenue$1.1M

ComplexityModerate

Weekly Fee

$175 /wk

Core+

Insurance Agency

Employees8

Annual Revenue$1.8M

ComplexityLow

Weekly Fee

$195 /wk

Core+

Medical Practice

Employees15

Annual Revenue$3.2M

ComplexityModerate

Weekly Fee

$245 /wk

CorePro

Mid-Size Contractor

Employees22

Annual Revenue$4.5M

ComplexityHigh

Weekly Fee

$305 /wk

CorePro

Manufacturing & Distribution

Employees35

Annual Revenue$8.2M

ComplexityHigh

Weekly Fee

$435 /wk

These are representative examples. Your actual fee depends on your business’s specific complexity, transaction volume, and package selection. Use our fee calculator for a personalized estimate.

Which Package Tier IsBest For Your Business?

Three Packages. One All-Inclusive Price.

What's Included in Each Package

Not Sure Which Package Fits?

Pricing Questions, Answered

What Do Businesses Like Yours Actually Pay?

Ready to Get Started?

Which Package Tier Is
Best For Your Business?