CPA-Led Accounting Services

High-level advisory and tax strategy, tailored to your business, backed by a Certified Public Accountant.

Who These Services Are For

SZ Accounting partners with a range of clients, tailoring advisory and tax strategy to each.

Small & Mid-Sized Businesses

Optimizing cash flow, maintaining compliance, and minimizing corporate tax liabilities.

Non-Profit Organizations

Specialized reporting, board-level advisory, and compliance with complex regulations.

Individuals & Entrepreneurs

Strategic tax planning to protect personal wealth and manage complex life transitions.

Other Accounting Firms

Reliable, experienced CPA contract support during busy seasons or specialized projects.

What’s Included?

Every engagement is led by a licensed CPA and scales with your business, from core compliance to full CFO-level advisory.

Bookkeeping & Reporting

Chart of accounts setup, monthly bookkeeping, and clear financial reporting.

Payroll & Compliance

Payroll setup, quarterly filings, and year-round compliance support.

Tax Planning

Proactive tax planning and estimated tax support, not just year-end filing.

CFO-Level Advisory

Budgeting, forecasting, funding readiness, and quarterly strategy sessions.

Plans Start at $1,500/Month

Three service tiers, led by a licensed CPA, from Core Compliance & Reporting through full CFO Advisory & Profit Strategy, plus professional development and CPA exam coaching. See the full breakdown of what is included at every level.

Not sure which package fits?

Schedule a free consultation and SZ Accounting will recommend the right level of support.

Frequently Asked Questions

Do you work outside Indiana?

Most work is done virtually, so SZ Accounting can support clients across the country. In-person meetings are available for clients in the Indianapolis area.

Can I switch packages later?

Yes. As your business grows or your needs change, you can move up or down between packages.

How are monthly prices determined?

Pricing depends on transaction volume, number of accounts, payroll complexity, and the level of advisory support you need. A free consultation will confirm the right fit.

Ready to Work With a CPA Who Knows Your Numbers?

Schedule a free consultation and get a clear next step, not a sales pitch.