Small Business Accounting That Drives Growth, Not Just Compliance. Don’t wait for tax season to find out how your business is performing. Let’s build a foundation for success today.
Real-time data for real-time decisions. We keep your records “tax-ready” every single day.
- QuickBooks Setup & Clean-up
- Automated Payroll Processing
- Monthly Financial Reporting (P&L, Balance Sheets)
Step 3:
Advisory, Risk & Compliance
As your business grows, your risks change. We provide the “CFO-level” insights you need to stay protected.
- Internal Control Reviews
- Business Consulting & Cash Flow Forecasting
- Contract Support for CPA Firms
Your Path to Financial Clarity: How We Work.
We’ve refined our process over 20 years to ensure your transition to a CPA-led firm is seamless and high-impact.
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The Discovery Call: We discuss your current challenges, tax history, and business goals to see if we’re the right fit.
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The Financial Health Check: Our team reviews your current books and tax filings to identify “red flags” and immediate savings opportunities.
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The Custom Strategy: We implement the right tools (QuickBooks/Drake) and establish a monthly rhythm for reporting and tax planning.
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Ongoing Advisory: Beyond just “doing the books,” we meet regularly to analyze your cash flow and adjust your tax strategy as you scale.
Stop Worrying About Your Books and Start Growing Your Business
Reclaim Your Time. Protect Your Profit.
When you’re buried in spreadsheets and receipts, you aren’t just losing time; you’re losing the ability to lead. Financial fog is the #1 reason small businesses stall. Without a CPA-led view of your numbers, you’re essentially “flying blind,” hoping that your bank balance matches your tax obligations.
The True Cost of “DIY” Accounting. Many business owners try to save money by handling their own books, only to face:
- The “April Surprise”: Realizing you owe thousands more in taxes than you budgeted for.
- Compliance Anxiety: That nagging fear of an IRS letter because of a missed filing or a simple math error.
- Stagnant Growth: Being too busy “counting pennies” to actually make dollars.
What Could You Do With 100 Extra Hours? Imagine what happens to your bottom line when you shift from clerical tasks to CEO-level strategy:
- Focus on Sales: Spend your energy closing deals and improving customer retention.
- Strategic Innovation: Finally launch that new product or service you’ve been putting off.
- Personal Freedom: Attend your child’s game or take a weekend off without the “accounting cloud” hanging over your head.
Strategic Small Business Accounting Packages
All packages are starting rates. We evaluate your needs and tailor the scope after consultation.
| Package | Setup Fee | Monthly Rate | Key Features |
|---|---|---|---|
| Core Compliance and Reporting | $1000 | Starting at $1500 | Chart of accounts setup • Monthly bookkeeping (up to 3 accounts) • Payroll setup & quarterly filings • Basic financial reports • Year-end review |
| Strategic Controller Package Most Popular |
$1500 | Starting at $2500 | Everything in Essential • Budgeting & cash flow forecasting • Quarterly strategy sessions • Tax planning & estimated taxes • QB/Drake training |
| CFO Advisory & Profit Strategy | $2000 | Starting at $3000 | Full accounting & payroll • Funding readiness review • Profit maximization advisory • Compliance preparation • Quarterly CEO KPI dashboard |
| Professional Development & Coaching | — | Contact for pricing | CPA exam candidate coaching and preparation, Workshops for schools, colleges, nonprofits, and employers. Tailored content, format, and materials. |
