Packages

Packages tailored to you.

Four ways to work with Assayag Financial. Choose by revenue, or by how much of the accounting work you want to keep in-house. Every engagement is scoped against your actual situation — the fee you see is the fee you pay.

Rule of thumb

Budget 1.5% to 3% of your annual revenue for bookkeeping, accounting, and tax combined. Growing fast? A little higher, for a little while.

01
Retainer
Up to $100K revenue
Billed hourly
“When you just need a CPA on call.”
If our monthly packages aren't quite right for you, we offer flexible hourly accounting, bookkeeping, and tax work. You pay for what you use — nothing more.
Best for
Owners early in their business, or owners with a solid in-house bookkeeping and operations setup who only need help with the accounting and tax work.
Onboarding
●Onboarding
●Systems set-up
●Bookkeeping training
●Catch-up bookkeeping
●Catch-up accounting & tax
●Conversion services
●Payroll set-up
Ongoing
●Bookkeeping support
●Sales tax filings
●Accounting services
●QuickBooks / Xero subscriptions
●Personal taxes
Start with Retainer
02
Launch
$100K – $350K revenue
Fixed monthly fee
“Expert guidance, on a budget.”
We handle your entity tax return, meet with you quarterly, and provide hands-on training so you can confidently manage your own bookkeeping between visits.
Best for
Owners with their own bookkeeper who need oversight, or owners who want to do their own bookkeeping but still want accountability and a CPA to call.
Onboarding
●Onboarding
●Systems set-up
●Bookkeeping training
●Catch-up bookkeeping
●Catch-up accounting & tax
●Conversion services
●Payroll set-up (add-on)
Ongoing
●Bookkeeping support
●Sales tax filings (add-on)
Start with Launch
03Most popular
Scale
$350K – $750K revenue
Fixed monthly fee
“Grow the business. We run the numbers.”
Full-service accounting, tax, and monthly bookkeeping. Proactive planning, regular updates, and a dedicated team — the way a finance function should feel.
Best for
Owners ready to outsource their entire accounting department. This is where we really hit our stride.
Onboarding
●Onboarding
●Systems set-up
●Bookkeeping training
●Catch-up bookkeeping
●Catch-up accounting & tax
●Conversion services
●Payroll set-up (add-on)
Ongoing
●Monthly bookkeeping
●Monthly cash-basis reports
●Sales tax filings
●Accounting services
●QuickBooks / Xero subscriptions
●Payroll (add-on)
●Personal taxes (add-on)
Start with Scale
04
Thrive
$750K – $2M revenue
Fixed monthly fee
“Everything in Scale, plus accrual reporting.”
For growing businesses that need comparable, decision-quality data every month. We add accrual-basis reporting on top of the Scale package so you see what's actually happening, not just what's cleared the bank.
Best for
Owners making real operating decisions on the numbers — hiring, pricing, financing — who need the books to be accurate, not just current.
Onboarding
●Onboarding
●Systems set-up
●Bookkeeping training
●Catch-up bookkeeping
●Catch-up accounting & tax
●Conversion services
●Payroll set-up (add-on)
Ongoing
●Monthly bookkeeping
●Monthly accrual reports
●Sales tax filings
●Accounting services
●QuickBooks / Xero subscriptions
●Payroll (add-on)
●Personal taxes (add-on)
Start with Thrive

Glossary

Every line item, defined.

What each service actually means, in plain English — so you know exactly what’s in your engagement, and what isn’t.

Onboarding

Onboarding: A measured start. We learn your business, your systems, and your preferences — and set the work up to run quietly from month one.
Systems set-up: We configure QuickBooks Online or Xero around how your business actually operates. A clean chart of accounts, proper tracking categories, and only the integrations that remove work instead of adding it.
Bookkeeping training: One-on-one sessions, recorded for you to revisit, paired with written reference material built against your specific setup.
Catch-up bookkeeping: Whatever state the books are in — months behind, partially reconciled, or sitting in a spreadsheet — we'll get them current. Billed hourly.
Catch-up accounting & tax: Missed or incomplete returns brought up to date and filed correctly. IRS and FTB notice response included where relevant. Billed hourly.
Conversion services: Migrating from QuickBooks Desktop, Wave, or FreshBooks? We handle the conversion to QuickBooks Online or Xero, and clean the data along the way.
Payroll set-up: Federal and California registrations, configuration in Gusto or Rippling, and onboarding of existing employees — whether you're hiring your first person or moving a team over.

Ongoing

Bookkeeping support: Access to our team for questions, mid-month nudges when something's falling behind, and periodic health checks on your books.
Monthly bookkeeping: Books closed by the 15th of every month. Reconciliations done, transactions categorized to a stable chart of accounts, report delivered, and outstanding items surfaced clearly so nothing quietly rots.
Monthly reports: Cash-basis P&L, balance sheet, and cash flow delivered each month — the core reports every owner should read, and we'll read them with you.
Monthly accrual reports: Accrual-basis reports each month for comparable period-over-period data. The view you want when you're making real operating decisions on the numbers.
Sales tax filings: CDTFA registration where needed, monthly or quarterly sales tax returns, and reconciliation back to the books. No more late-filing surprises.
Accounting services: Federal and California entity tax filings, financial statements, estimated payments, and a CPA available year-round — not just in April.
QuickBooks / Xero subscriptions: Software costs are included in your monthly fee. No pass-through, no license juggling.
Payroll: We run payroll through Gusto or Rippling, file quarterly 941s and DE-9s, issue W-2s and 1099s at year-end, and handle the agency correspondence that otherwise ends up on your desk.
Personal taxes: For clients on a monthly package we also prepare the individual 1040 — so the entity and the owner move together instead of drifting apart.

Also available

Standalone engagements, on top of or instead of a package.

Payroll services

Full-service payroll — from setup and compliance to quarterly filings, W-2s and 1099s, and navigating new hires or departures without missing a beat.

QuickBooks / Xero set-up

We configure your accounting system for how the business actually operates. If you're on Wave, FreshBooks, or QuickBooks Desktop, we'll migrate you cleanly.

Catch-up work

Months or years behind? We offer catch-up bookkeeping, accounting, and tax work billed hourly — so you can start the next year from a clean base.

Financial education

Beyond the monthly work, we publish written guides, short-form notes, and the occasional training session. Built for owners, not accountants.

FAQ

Questions we get asked, and answered honestly.

Don’t see yours? Ask us directly.

How much should I budget for financial services?

It depends on how much of the work you want to keep in-house and what stage your business is in. As a rule of thumb, budget 1.5% to 3% of your annual revenue for bookkeeping, accounting, and tax combined. Our minimum engagement is around $500 per month for a Launch package, and most Scale clients land between $1,200 and $2,500 per month. We'll give you an exact number after the first conversation.

Why invest in a firm instead of handling it yourself?

Most of the tax savings — and most of the expensive mistakes — happen long before the return is filed. A good firm keeps the books in a state where good decisions are possible, flags things before they become problems, and quietly compounds tax savings year over year. If the math doesn't work for your situation, we'll tell you.

Where do you work? Only Irvine?

We're based in Irvine and most of our clients are in California. We also serve clients across the U.S. — we're licensed to prepare federal returns anywhere, and we work with clients in most states through secure cloud systems and regular video meetings.

How do you keep my financial data secure?

All client data lives inside encrypted, access-controlled cloud platforms (QuickBooks Online, Xero, a document portal with MFA). We don't email financial statements or tax returns. Our team uses single sign-on with phishing-resistant authentication and follows IRS Publication 4557 safeguards.

Can you handle personal tax returns?

Yes. For clients on a monthly package, we prepare the individual 1040 alongside the entity return so the two line up. We also prepare standalone personal returns under the Retainer package.

Can you work with QuickBooks? I'm already on it.

Yes. QuickBooks Online is one of our two primary platforms; Xero is the other. We'll work with whichever you're on, and we'll only recommend switching if there's a clear reason.

What is included in your payroll service?

Payroll setup and ongoing administration, federal and California payroll registrations, quarterly 941 and DE-9 filings, annual W-2s and 1099-NEC, reasonable-comp analysis for S-corp owners, and handling agency correspondence if it shows up.

How quickly will you respond?

Monday through Friday, you'll get a response from your team within one business day — usually the same day. We don't believe in silence as a tactic.

How do you charge?

Fixed monthly fees for our Launch, Scale, and Thrive packages — scoped at the start of the engagement and revisited annually. Hourly for the Retainer package and for catch-up work. No surprise invoices.

Start the conversation

Bring us your last two returns. We’ll tell you what we’d do differently.

A thirty-minute consultation, no charge, no pressure. If we’re a fit, we’ll say so. If we’re not, we’ll point you somewhere better.

Schedule a consultation Or email us directly