Patrick Accounting

When should I outsource my bookkeeping and tax work?

The best time to outsource is when your business is growing and you're overwhelmed by your finances. Outsourcing ensures someone is managing your books consistently and removes the risk of gaps. Small businesses typically spend 1%-3% of revenue on accounting, and those earning $500,000 or more annually often benefit most. It's more cost-effective than hiring part-time help.

Can Patrick Accounting do my taxes only?

No. Patrick Accounting doesn't offer one-off tax returns. They work with small businesses on a year-round basis by pairing monthly bookkeeping with tax planning and strategy. This helps avoid surprises and supports long-term financial decision-making. If you're only seeking a one-time personal or business return, they may not be the right fit.

How does pricing work and what are your minimum fees?

Patrick Accounting offers three core packages: Core Package ($750/month), Advanced Package ($1,500/month), and Ultimate Package ($2,200/month), with increasing levels of service and support. There's a one-time setup and onboarding investment that is typically twice your monthly fee. Final pricing is based on your business's complexity and volume and can be determined through a discovery call.

What changes will I need to make when working with Patrick Accounting?

You'll likely need to migrate to QuickBooks Online or Restaurant365, adopt digital-first document sharing practices, and run payroll through Whirks. Patrick Accounting encourages clear communication and provides guidance on when and how to ask questions to ensure smooth collaboration.

Who is a good fit for Patrick Accounting?

Patrick Accounting is best suited for growth-minded business owners with $500K to $10M in revenue, entrepreneurs looking to scale, and leaders who value systems and proactive planning. They specialize in working with service-based industries, trades, salons, hospitality, and professionals. They're not a fit for businesses that prefer full in-house control or require complex inventory, job costing, or full A/P and A/R services.