Pricing
Here at David Oase, CPA, our pricing is designed to be clear, fair, and tailored to your precise needs. Because every business is different, our rates vary depending on the services you request—from bookkeeping to taxes, payroll, or advisory support. We take time to understand your goals so we can recommend the right level of service at a price that fits your budget.
Case Study 1: Briar’s Fresh Start & the Tier One Fit
When Briar left a government job to start a family law practice, they brought a mix of excitement and panic — practicing law was familiar, but running a business was brand new. Entity choices, leases, bank
accounts, tax rules, and QuickBooks all hit at once, and with money, time, and confidence stretched thin, Briar just wanted to “do it right” without knowing what that meant.
What They Needed
Briar came in with late-night questions about entity types, payroll, and whether their office setup was even okay. Smart as they were, they knew accounting wasn’t their strength. With a projected $125,000 first-year income, they needed stability and clarity — not high-priced advisory or complex planning.
The Tier One Match
Our Tier One service delivered exactly that:
- Entity structure advisory + foundational tax planning — $1,200
- QuickBooks Online setup, custom chart of accounts, and training — $1,200
- Annual tax return + yearly books review — $263/month
No heavy strategy. No quarterly meetings. Just a clean, affordable foundation.
What Changed
With the right structure, working books, and clear guidance, Briar finally had breathing room. The stress of “What if I’m doing this wrong?” disappeared, replaced by confidence and focus. They could grow their practice without being buried in decisions or fees they weren’t ready for.
That’s what Tier One is built for — giving new business owners a solid start without overwhelming them.
Case Study 2: Liam’s Veterinary Practice & the Middle-Tier Fit
When Liam came to me, they carried the familiar strain I see in many small medical-adjacent practices — caring deeply for patients while feeling constantly behind on the business side. Liam’s veterinary clinic brings in about $1.2M a year with a small team, but despite solid revenue, they lacked clarity. Taxes, bookkeeping, payroll decisions, and hiring all felt like guesswork, and they were tired of running the
practice on instinct instead of information.
Where Liam Was in Their Growth
This wasn’t a season of expansion. Their intern needed more training before the clinic could take on additional clients, so stability and smart cash flow mattered more than scaling. The business structure was simple but still too much for Liam to juggle while being a clinician and a leader.
The Middle-Tier Match
After reviewing the options, the middle tier fit perfectly for this phase. For $865 per month, Liam received:
- Monthly bookkeeping
- S-corp return
- One individual tax return
- Automated payroll setup
- A year-end tax planning meeting
- Unlimited touchpoints with our team
- Annual partner-level guidance during planning
This wasn’t about checking boxes — it was about giving Liam a steady financial foundation to make responsible, values-driven decisions for their team.
What Started to Change
Within a couple of months, the fog lifted. Real-time books replaced guesswork. Tax planning removed the fear of surprise bills. Automated payroll eased administrative stress. And having ongoing access to
guidance meant questions never had to sit and spiral. With clarity came confidence — Liam could finally
ask the bigger questions that mattered: When can we offer health insurance? Is a 401(k) realistic? When is it smart to hire?
Looking Ahead
When growth season approaches, Liam will eventually move to the top tier for deeper strategy and forecasting. But right now, this tier gives them exactly what their clinic needs: stability, clarity, and room to breathe.
Because our pricing isn’t about selling tasks — it’s about helping good people run good practices without burning out.
Case Study 3: Jesse’s Physical Therapy Practice & the Tier Three Fit
When Jesse came to me, it was clear this wasn’t just a bookkeeping issue — it was burnout. Jesse ran a successful physical therapy group with three locations, 17 therapists, multiple managers, and nearly $8.7 million in revenue. On paper, it looked impressive. In reality, Jesse was exhausted, constantly on call, and feeling smaller inside a business that kept getting bigger.
What Jesse Was Struggling With
Rapid growth brought complexity, not freedom. Profitability wasn’t improving, managers relied on Jesse for every decision, and the personal dreams that once mattered — travel, biking, family time — felt out of reach. Jesse didn’t need more tasks handled; they needed clarity, strategy, and room to breathe.
What They Needed Most
This stage wasn’t about basic accounting. Jesse needed visibility across all locations, confirmation that their corporate structure actually made sense, guidance for intentional growth, and a partner to share the mental load of big decisions.
The Tier Three Match
For $3,408 per month, Jesse received:
- Monthly bookkeeping support alongside their in-house bookkeeper
- S-corp and individual tax returns
- High-level strategy and quarterly planning
- Cash flow forecasting and structural review
- Unlimited access to our team and ongoing partner-level insight
This tier provides a financial co-pilot — someone to think with you, not just for you.
What Changed
Within a quarter, Jesse gained clarity on why profit wasn’t keeping up with revenue and what needed to shift. Decisions became intentional instead of reactive. Managers started relying on systems instead of Jesse’s personal phone. With strategy integrated into every step, the business finally stopped draining Jesse’s life.
Where Jesse Is Now
The dream trips are back on the table — not because the business got smaller, but because it finally runs without Jesse carrying every burden. That’s what Tier Three is built for: giving established business
owners a path to growth that doesn’t cost them their freedom. Because scaling shouldn’t take your life. It should give it back.
Contact David Oase CPA
Contact us at (520) 790-2738 or visit our office located at 7802 E Escalante Rd., Tucson, Arizona 85730 for business assessment and quotation.