Expert Accounting and Bookkeeping

We offer expert bookkeeping, accounting, and payroll services for small and medium-sized businesses and nonprofits. Transactions are reviewed frequently to give you an accurate picture of your business.

Financial Reporting

You will receive monthly financial reports on the health of your business and our team will give you insights on your business to help you make critical decisions.

Outsourced CFO Services

We have experience at large accounting firms, government agencies, consultancies, and large non-profits with revenues exceeding $100M. We understand the challenges facing small and medium-sized businesses and non-profits, as we were usually on the other side with the larger businesses being sought as sponsors, customers, suppliers, or vendors. Let us help you make strategic finance decisions based on sound data and expert judgment. We also have Certified Management Accountants on staff to assist you in establishing internal capabilities to plan and execute financial operations to your business strategy.

Software Consultation and Implementation

We have experience in implementing bookkeeping and recordkeeping solutions and processes. We will analyze your business’s current situation, understand its needs, and suggest solutions to meet them. We will also analyze what internal controls your business might need to prevent fraud and theft and promote compliance with applicable laws for your business. We also can purchase many solutions, like QuickBooks®, at a discount.

Pricing

We offer upfront and standard pricing and will attempt our best to estimate your project effort to the best of our ability.

Standard Consulting Rates

Service or Specialty	Standard Rate	Non Profit Rate
CPA Consultation (Tax, Accounting, Business)	$150/hour	$100/hour
Business Consultant (Non-CPA)	$125/hour	$75/hour
Systems Review or Analysis	$125/hour	$75/hour
Bookkeeping Consulting/Clean-up*	$35/hour	$25/hour

Monthly Fees for Accounting Services

	Solopreneur Package Click here to Inquire!	Tax-Saver Package Click here to Inquire!	GSD Full Service Package Click here to Inquire!
✔Qualification	Perfect for Freelancers! Single Member, LLC or Sole Proprietors, Micro-Non Profits No Employees Up to $20,000 in expenses per month	Perfect for Growing Businesses! LLCs, Partnerships, Corporations, Small Non-Profits Up to 5 Employees Up to $100,000 in expenses per month	For established Businesses! More than 5 employees Up to $2 million in expenses per month
What’s included:
Monthly Bookkeeping 💻QuickBooks® Subscription (Essential or Plus)* We will keep track of all your checking accounts, credit cards, and sales and expense transactions for accurate reporting.	Up to 4 Bank or Credit Card Accounts	Up to 6 Bank or Credit Card Accounts	Up to 10 Bank or Credit Cards
Tax Preparation 📝Unique to our service, we offer tax preparation at no additional cost for the business we are keeping the books for after 6 months of service! This is a huge savings of $500-$1,500 for some businesses!	Preparation of one (1) 1040 and one (1) state return with Schedule C. (additional forms will be billed extra)	Preparation of one (1) 1065 or 1120S with associated K-1(s)	Preparation of one(1) 1065, 1120S, or 1120C
Financial Reporting 📊 We will prepare and send you monthly financial statements and reporting for your business at regular intervals. You will receive a 1-hour consultation with a licensed CPA or MBA to review your business or Non-Profit. Click here for a sample of our reports!	Monthly Profit and Loss Monthly Balance Sheet, and Basic Financial Health Metrics	Monthly Profit and Loss Monthly Balance Sheet Basic Financial Health Metrics Basic Operational Metrics and Cost Models	Monthly Profit and Loss Monthly Balance Sheet Basic Financial Health Metrics Operational Metrics and Cost Models Monthly Valuation
CPA/MBA Consultation and Management Review 🕵🏿‍♂️You will interact one-on-one with one of our MBAs or CPAs, to go over your financial statements and the health of your business.	1-Hour Quarterly Additional meetings are billed at $75/hour rounded to the half-hour	1-Hour Monthly Additional meetings or hours are billed at $65/hour rounded to the half-hour	1-Hour Monthly Additional meetings or hours are billed at $55/hour rounded to the half-hour
Payroll Services Your employees will be paid on time and we partner to offer you: 👩🏿‍💼👨🏿‍💼 A dedicated HR Advisor ($99/mo value!) to assist you in managing Human Resource issues ✅ Compliance such as Onboarding, Employee Manuals, etc. ⏲ 🛠⚙ Time tracking tools, benefits consultation, direct deposit, and withholding tax filings.		Included for up to 5 employees!	Included for up to 50 employees!
Estimated Tax Income Estimation and Tax Planning 🏛We will estimate your quarterly tax payment and assist you in paying it. We also offer tax optimization planning to assist you with plans and strategies to optimize your tax liability. We will send you a report on a regular basis to reduce your taxes. (extra charges to implement strategies may be incurred)	Quarterly Tax Estimates only. Tax Optimization Report available for an additional $100 per report	Quarterly Tax Estimated Payment and Quarterly Tax Optimization Report. Monthly reporting can be added for an additional $20 per month	Quarterly Tax Estimated Payment and Monthly Tax Optimization Report
Optional Add-Ons:
Monthly or Quarterly Budgeting 💰We will assist you in establishing an annual budget and assist in tracking your forecasted sales, expenses, and cash position throughout the year on a monthly or quarterly basis. Involves an initial consultation and additional time during regular meetings.	Annual Budget and review included Monthly – Additional $20 per month Quarterly – Additional $10 per month	Annual Budget and Quarterly Review included Monthly – Additional $20 per month	Annual budget with monthly reviews
Funding Plan 📈We will assist you in establishing a plan to solicit funding or apply for a small business loan. A dedicated CPA or MBA will work with you to establish your value proposition, business model, and operational plans so you can present an accurate idea of how you will use your funding to grow.	One-time fee $1,000 per plan	One-time fee $700 per plan	One-time fee $500 per plan
Sales Tax Filing Quarterly 📝We will file your quarterly sales tax return as needed for a small fee.	$50 per filing	$75 per filing	$100 per filing
Pricing	Starts at $550 / month Click here to Inquire!	Starts at $800 / month Click here to Inquire!	Starts at $2,000 per month, contact us for pricing/quote Click here to Inquire!