Altius Cpa

Fees here are monthly rather than hourly, and a prospective client can work out the number before speaking to anyone. A calculator on the site builds a price from the size of the business, the number of accounts to be reconciled and the returns and planning sessions wanted for the year. The monthly agreement is settled before any work begins, which the firm offers in place of the large setup fees charged elsewhere. Payment is by ACH, or by card with three percent added.

Work is done remotely, beginning with a Zoom call with a CPA. QuickBooks Online is the ledger, and clients either bring an existing subscription or buy one through Altius at $19 a month. The emphasis is on tax planning through the year rather than preparing a return after the fact. Altius also runs as a platform behind its own CPAs, supplying them staffing, technology and training.