Running a business is one of the most rewarding things you can do — and one of the most financially demanding. Between tax obligations, employee payroll, monthly bookkeeping, compliance requirements, and long-term profit strategy, the financial side of a small business can quickly become overwhelming.
That is exactly why SZ Accounting exists.
With 20+ years of small business finance experience, CPA-led oversight, and a commitment to transparent pricing and personalized service, SZ Accounting serves as a true financial partner — not just a number-cruncher. Whether you are an individual filing taxes, a startup building financial systems from the ground up, or an established business ready for CFO-level strategy, there is a service at SZ Accounting built for you.
Here is a complete overview of every service SZ Accounting offers and how each one can benefit your financial life and your business.
1. Tax Preparation & Planning — Starting at $175 (Individual) | $375 (Business)
Tax season does not have to be stressful when you have the right team in your corner. SZ Accounting provides comprehensive tax preparation and planning for both individuals and businesses — combining accurate filings with strategic thinking to minimize your tax liability now and in the future.
What’s Included
- Federal and state return preparation
- Deduction optimization and tax credit identification
- Estimated tax calculations for self-employed individuals and business owners
- Optional planning session to reduce next year’s tax burden
Who This Is For
Individuals with W-2 income, freelancers, self-employed professionals, small business owners, LLCs, S-Corps, and anyone who has experienced a major life change (new business, property purchase, marriage, inheritance) that affects their tax picture.
Why It Matters
Most people who file their own taxes leave money on the table. A CPA-reviewed return goes beyond form-filling — it actively looks for deductions and credits that DIY filers miss, and positions you for lower taxes in the years ahead. SZ Accounting uses Drake Software, one of the most trusted platforms in the industry, to ensure every return is accurate, compliant, and optimized.
2. Bookkeeping — Starting at $250/Month
Clean books are the foundation of every financially healthy business. Without accurate, up-to-date records, you cannot understand your true profitability, prepare for taxes, or make confident decisions about growth. SZ Accounting handles the bookkeeping so you can focus on running your business.
What’s Included
- Monthly transaction categorization and bank/credit card reconciliations
- Profit & Loss and Balance Sheet report delivery each month
- Chart of accounts setup and ongoing cleanup
- Optional QuickBooks training to keep you engaged with your own numbers
Who This Is For
Small business owners, entrepreneurs, professional service firms, and growing companies that need accurate monthly financial records without the cost of a full-time in-house bookkeeper. Also ideal for business owners whose books are behind, disorganized, or have never been properly set up.
Why It Matters
When your bookkeeping and tax preparation are handled by the same team, there is no year-end scramble. SZ Accounting maintains your books with tax season in mind all year long — which means faster filings, fewer surprises, and more deductions captured.
3. Payroll Services — Starting at $150/Month
Payroll is one of the most time-consuming and error-prone tasks a small business owner faces. Getting it wrong — even once — can mean IRS penalties, unhappy employees, and hours of cleanup. SZ Accounting takes payroll completely off your plate with an automated, accurate, and fully compliant service.
What’s Included
- Full payroll setup and employee onboarding
- Automated payroll processing and tax withholdings
- Federal and state payroll tax filings
- Quarterly payroll tax reports
- W-2 and 1099 preparation and filing at year-end
Who This Is For
Any business with employees or contractors — from a single part-time hire to a growing team. Also ideal for business owners who are currently running payroll manually or using a platform that lacks integrated tax filing support.
Why It Matters
Payroll tax errors are among the most common triggers for IRS penalties against small businesses. With SZ Accounting managing your payroll, every filing is on time, every withholding is correct, and your employees are paid accurately — every single pay period. At just $150/month to start, it is also one of the most cost-effective ways to eliminate a significant source of business risk.
4. Business Consulting & Profit Strategy — From $250/Hour
Accurate books and a clean tax return are table stakes. If you want to truly build a profitable, sustainable business, you need strategic financial guidance — and that is exactly what SZ Accounting’s business consulting service delivers.
What’s Included
- Cash flow analysis and budgeting review
- Profitability reviews and pricing/cost control strategy
- Entity structure analysis and strategic planning
- Guidance on when and how to scale, hire, or restructure
Who This Is For
Business owners who feel like they are working hard but not seeing the profit they expect. Entrepreneurs preparing to launch, expand, or pivot. Companies evaluating whether their entity structure (sole proprietor, LLC, S-Corp) is optimized for tax efficiency. Any owner who wants a second set of experienced eyes on their financial strategy.
Why It Matters
Many small business owners are so focused on day-to-day operations that they never step back to look at the bigger financial picture. A single consulting session with SZ Accounting can reveal cash flow gaps, pricing problems, or structural inefficiencies that are quietly costing thousands of dollars a year. At $250/hour, one session can pay for itself many times over.
5. Advisory, Risk & Compliance — Custom Packages
For businesses that operate in regulated environments or are scaling to a point where financial controls and compliance become mission-critical, SZ Accounting offers advisory, risk management, and compliance services tailored to your industry and growth stage.
What’s Included
- Internal control review and implementation
- Regulatory compliance support
- Profit maximization assessment
- Accountability check-ins to keep your business on track
Who This Is For
Growing companies that need formal financial controls, businesses preparing for an audit or seeking outside investment, and organizations that want ongoing accountability and compliance oversight beyond standard bookkeeping and tax services.
Why It Matters
As a business grows, the cost of financial mistakes grows with it. Weak internal controls, missed compliance deadlines, or an undocumented financial process can expose a business to significant liability. SZ Accounting’s advisory and compliance services build the guardrails that protect your business — and give lenders, investors, and partners confidence in your financial management.
6. Professional Development & Coaching — Contact for Pricing
Financial literacy is one of the most powerful tools any individual or organization can build — and SZ Accounting goes beyond client services to offer professional development programs and coaching for a wide range of audiences.
What’s Included
- Budgeting and cash flow workshops
- Credit confidence coaching
- CPA Exam candidate coaching and preparation
- Entrepreneurship and business basics training
- Tailored workshops for schools, colleges, nonprofits, and employers
Who This Is For
Aspiring CPAs preparing for the exam, individuals looking to improve their personal financial health, entrepreneurs building financial literacy alongside their business, and organizations — schools, nonprofits, employers — that want to provide meaningful financial education to their communities or teams.
Why It Matters
The best financial partner does not just manage your money — they help you understand it. SZ Accounting’s coaching and development programs reflect a genuine commitment to financial empowerment, whether you are studying for one of the most challenging professional exams in accounting or simply trying to build a budget that actually works.
Bundled Monthly Packages: Everything Your Business Needs in One Plan
For businesses that need more than a single service, SZ Accounting offers three comprehensive monthly packages that combine bookkeeping, payroll, tax planning, and strategic advisory into one predictable monthly investment. All packages are starting rates — final pricing is tailored after a free consultation.
Core Compliance & Reporting — $1,000 Setup + $1,500/Month
The foundation package for small businesses that need clean books, compliant payroll, and tax-ready financials. Includes chart of accounts setup, monthly bookkeeping for up to 3 accounts, payroll setup and quarterly filings, basic P&L and Balance Sheet reporting, and year-end review for tax filing.
Strategic Controller Package — $1,500 Setup + $2,500/Month (Most Popular)
Everything in the Core package plus the financial strategy your business needs to grow. Adds budgeting and cash flow forecasting, quarterly financial strategy sessions, tax planning and estimated tax support, and QuickBooks or Drake integration training. This is the most popular package for growing businesses that want a proactive financial partner, not just a bookkeeper.
CFO Advisory & Profit Strategy — $2,000 Setup + $3,000/Month
The most comprehensive offering — essentially a fractional CFO service for small businesses. Includes full accounting and payroll, business credit and funding readiness review, profit maximization assessment and advisory, compliance and audit preparedness, and a quarterly CEO dashboard with KPI reporting. Ideal for established businesses ready to scale or seeking outside funding.
Why Business Owners Choose SZ Accounting
With so many accounting and bookkeeping options available, here is why clients across Indiana and beyond consistently choose SZ Accounting as their long-term financial partner:
- 20+ years of small business finance experience: Deep, practical knowledge of the challenges entrepreneurs actually face — not just textbook accounting.
- CPA-led oversight: Every engagement benefits from the accuracy, professionalism, and strategic thinking of a Certified Public Accountant.
- Drake Software-powered accuracy: Industry-leading software ensures reliable, error-free filings and financial records.
- Personalized strategies: No cookie-cutter plans. Every client receives a tailored approach built around their specific business, goals, and industry.
- Transparent pricing and unlimited communication: You know exactly what you are paying and always have a direct line to your accounting team.
- Full-service capabilities: From personal tax returns to CFO-level business strategy, SZ Accounting is a one-stop financial partner that grows with you.
Ready to Get Started? Schedule Your Free Consultation Today
Whether you need help filing this year’s taxes, want to finally get your books in order, are ready to hand off payroll, or are looking for a strategic partner to help grow your business: SZ Accounting has a service designed for exactly where you are right now.
The first step is simple: schedule a free consultation. SZ Accounting will review your situation, recommend the right services or package, and give you a clear, transparent pricing estimate — no obligations, no surprises.
- Phone: 463-206-0109
- Email: info@szaccountingpro.com or sara@szaccountingpro.com
- Website: szaccountingpro.com
From personal taxes to business success — SZ Accounting is your partner in financial growth.
