Fenstermacher & CompanyFenstermacher & CompanyCertified Public Accountants · PA · DE · MDSchedule a Consultation
Engagements

Clear engagements. Built for long‑term partnership.

You'll know exactly what's included and what you're paying before any work begins — and the scope won't shift because you sent an email in July.

Essentials

From $495/ month

For owner‑operated businesses and engaged individuals.

Smaller businesses, professionals, and individuals who want clean financials, a proactive CPA, and one trusted point of contact.

Included

  • Annual business &/or personal tax filings
  • Monthly accounting & reporting
  • Year‑round CPA access
  • Annual tax planning review
  • Secure client portal
  • Multi‑state coordination

Not included

  • — Quarterly advisory meetings
  • — Succession planning
  • — Multi‑entity consolidation
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Most clients

Strategic

From $1,250/ month

For established businesses and families ready for proactive guidance.

LLCs, S‑corps, and households who want monthly accounting, proactive tax strategy, and a real advisory rhythm with their CPA.

Included

  • Everything in Essentials
  • Strategic tax planning (mid‑year + Q4)
  • Quarterly advisory meetings
  • Owner compensation strategy
  • Cash flow forecasting & guidance
  • Coordinated personal & business planning
  • Direct partner access

Not included

  • — Succession planning engagements
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Legacy

Tailoredengagement

For multi‑generational businesses and established families.

Family businesses, multi‑entity owners, and established families navigating succession, estate, and long‑term wealth planning.

Included

  • Everything in Strategic
  • Multi‑entity accounting & filings
  • Succession planning engagement
  • Estate planning coordination
  • Generational wealth strategy
  • Family meeting facilitation
  • Attorney & advisor coordination
  • Annual long‑term review
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Final engagement scope and pricing are confirmed in writing after a discovery conversation. Complex situations — multi‑entity, multi‑state, succession, or estate planning — are scoped individually.

How engagements work

You're investing in a partnership — not a stopwatch.

Hourly billing rewards slow work and quietly punishes you for asking questions. Defined engagements do the opposite.

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Scope, then number — always in writing

Before any work begins, we define the scope and confirm the engagement in writing. No surprise invoices, no hourly meters running during planning conversations.

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Priced around outcomes, not stopwatches

What matters is that your finances are organized, your tax strategy is optimized, and you have a trusted partner to call. Our engagements reflect the value of the relationship — not the minutes.

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Predictable, year over year

Engagements adjust only when something meaningfully changes — a new entity, a transition, a major engagement expansion. Otherwise, what you pay this year is what you pay next year.

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One firm, one relationship

Accounting, tax, advisory, succession, and estate coordination are handled inside one trusted relationship — no piecing things together across providers.

Common questions

A few things people usually ask.

What if my business or family situation changes mid‑year?+
If something meaningful changes — a new entity, an acquisition, a significant transition — we'll re‑scope and confirm the engagement in writing before doing the additional work. Routine check‑ins are always included.
Do you charge for phone calls and emails?+
No. The engagement covers all regular communication. The whole point of a long‑term partnership is that you reach out before making a decision — never after.
Do you work with clients across all three states — PA, DE, and MD?+
Yes. Multi‑state coordination is core to what we do. Many of our clients have business and personal exposure across Pennsylvania, Delaware, and Maryland, and we handle the coordination across all of it.
What about prior‑year cleanup or amended returns?+
Scoped separately and quoted in writing. If reviewing your prior returns surfaces meaningful planning opportunities, we'll show you what amending would cost and what you'd likely recover.
When are fees invoiced?+
Monthly via ACH on a recurring schedule. No surprise invoices, no piecemeal billing — a predictable monthly partnership.
Is there a minimum engagement length?+
Fenstermacher engagements are built around long‑term partnership. We aren't the right fit for one‑off, lowest‑cost filings — but there's no multi‑year contract either. We earn the relationship every month.
Next step

Modern accounting and advisory — built around trusted partnership.

A short conversation, a clear look at where you are, and a defined engagement — in writing. No pressure.

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