At Shara Resch Financial Services and SDR Creative Solutions LLC, pricing is structured around the scope, complexity, and needs of each client.
We believe in transparency without one-size-fits-all packages.
Final pricing is always reviewed during a strategy call before any work begins.
Monthly bookkeeping is billed on a recurring basis and designed to keep your financial records accurate, organized, and up to date.
Pricing is based on:
Number of bank and credit card accounts
Monthly transaction volume
Business complexity
Reporting and support needs
All monthly bookkeeping services are offered on a month-to-month basis with no long-term contracts.
If your books are behind or incomplete, catch-up bookkeeping services are available to bring everything current.
Calculated based on the number of months requiring review
Scope determined by transaction volume and account complexity
50% payment is required to begin
Remaining balance due upon completion
Once cleanup is complete, clients may transition into ongoing monthly bookkeeping.
Tax preparation pricing varies based on the complexity of the return and the documentation required.
Individual vs. business return
Number of income sources
Business activity and deductions
Prior-year review requirements
Tax preparation fees are discussed during the consultation process so expectations are clear before filing.
Filing fees may be deducted from refunds when applicable. If a balance is owed, payment is required prior to filing.
AI automation services are offered through SDR Creative Solutions LLC and are structured as a strategic, ongoing engagement.
All pricing is confirmed during a strategy call, where we:
Review your current situation
Identify the scope of services needed
Discuss timelines and expectations
Confirm pricing before any work begins
No services start without approval and payment.
The best way to receive an accurate quote is through a strategy call.
During the call, we’ll review your situation and determine the most appropriate services for your business.
Important Note
Shara Resch Financial Services provides bookkeeping and tax preparation services. AI automation and consulting services are offered through SDR Creative Solutions LLC. Both brands operate under SDR Creative Solutions LLC.
© 2026 SDR Creative Solutions LLC
Doing business as Shara Resch Financial Services.