Ledger & Oak Advisory
Minneapolis, MN  ·  CPA
Services & Pricing

Accounting services for Minneapolis small businesses

Every service has a fixed fee agreed before we start work. No hourly billing, no scope ambiguity. If your situation changes, we discuss it — we don't just invoice it.

Book a free discovery call
Monthly bookkeeping

Choose the tier that fits your volume

Prices are month-to-month. Cancel with 30 days' notice. Setup takes one week; your first reconciled statement arrives at the end of your first full month.

FeatureStarter
Most popular
Growth
Full-Service
Monthly price$249/mo$499/mo$849/mo
Monthly transactionsUp to 75Up to 250Unlimited
Bank & credit card reconciliationMonthlyMonthlyWeekly
Financial reportsQuarterly P&LMonthly P&L + Balance SheetFull monthly package
QuickBooks Online managementIncludedIncludedIncluded
Quarterly estimated tax projectionsIncludedIncluded
Payroll coordinationAdd-onIncluded
Quarterly advisory callIncluded
Annual tax return prepAdd-onAdd-onDiscounted bundle
Get startedGet startedGet started

Not sure which tier is right for you? Book a free discovery call. We'll review your transaction volume and recommend the correct fit before you commit to anything.

Tax preparation

Filed accurately. Filed on time.

Every return is reviewed by a licensed CPA before it's submitted. We represent all entity types and flag every deduction your business qualifies for.

Schedule C (sole proprietor / single-member LLC)

Filed as part of your personal Form 1040. Includes full deduction review for home office, mileage, equipment, and industry-specific expenses.

from $395
S-Corp return (Form 1120-S)

Includes K-1 preparation for all shareholders and reasonable-compensation review to minimize self-employment tax exposure.

from $895
Partnership return (Form 1065)

Multi-member LLC and general partnership filings with K-1s for each partner and basis tracking.

from $975
C-Corp return (Form 1120)

Full corporate return with depreciation schedules, dividend analysis, and accumulated earnings review.

from $1,195
Business + personal bundle

File your business entity return and your personal Form 1040 together. Coordinated to minimize total tax liability.

from $1,095

Tax season heads-up:We stop accepting new tax-prep clients on February 28 each year. If you need a return filed for this year, book a call before February — or we'll file an extension and get you on the calendar.

Additional services

Everything else your business needs

Catch-Up Bookkeeping

Your records are behind — sometimes months, sometimes years. We assess the scope on a free call, send you a fixed-fee quote, and commit to a one-month turnaround. No surprise billing.

Custom quote
New Business Setup

Chart of accounts built for your industry, QuickBooks Online configured and linked to your bank accounts, opening balances entered, and your first month of transactions posted.

from $595
Quarterly Estimated Tax Review

We calculate your Q1–Q4 estimated payments based on current-year income so you're not overpaying or facing an underpayment penalty at filing.

$175/quarter
1099 Preparation

NEC and MISC filings for contractors and vendors. Includes recipient copies and IRS electronic filing. Covers up to five contractors; additional contractors at $15 each.

from $95
Payroll Management

Full-service payroll: wage calculations, federal and state withholding, direct deposit, and quarterly payroll tax filings (941, MN UI). Up to five employees; $25/month per additional employee.

from $149/mo
IRS Representation

If you receive a notice or are selected for audit, our Enrolled Agent handles the correspondence and representation directly with the IRS. Available as a standalone engagement.

Custom quote
Not sure which service fits?

The discovery call is free — and takes 30 minutes

Book a discovery call
Ledger & Oak Advisory
240 Third Avenue S, Suite 310
Minneapolis, MN 55401
(555) 014-2280
CPA  ·  QuickBooks ProAdvisor  ·  NATP Member
Services
Monthly Bookkeeping
Tax Preparation
Payroll Management
Business Advisory
Catch-Up Bookkeeping
New Business Setup
Office Hours
Mon – Thu8:00 am – 5:00 pm
Friday8:00 am – 4:00 pm
SaturdayClosed
SundayClosed

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