These are service frameworks, not off-the-shelf bundles. We confirm transaction volume, systems, reporting needs, deadlines, and responsibility boundaries before proposing scope and monthly fees.
Every proposal states: deliverables, cadence, client responsibilities, implementation work, and what sits outside the recurring scope.
Foundation
Essential Accounting
Best for: organizations that need accurate books and a dependable close.
Transaction classification and general ledger
Bank and credit-card reconciliations
AP, AR, and payroll accounting coordination
Balance sheet review and month-end close
Core financial statements
QuickBooks structure and workflow support
Typical cadenceMonthly reporting and questions
Control
Controller Support
Best for: growing organizations that need stronger review, ownership, and management reporting.
Everything in Essential Accounting, as scoped
Close management and review controls
Cash and working-capital visibility
Department, class, or project reporting
Budget-to-actual analysis
Accounting procedures and responsibility map
Typical cadenceMonthly close review and management meeting
Direction
CFO Advisory
Best for: leaders facing hiring, pricing, financing, expansion, or cash decisions.
Rolling forecast and scenario planning
KPI design and executive dashboard
Profitability and unit-economics analysis
Board, lender, or investor-ready reporting
Decision modeling and accountability
Strategic financial meetings
Typical cadenceMonthly or twice-monthly advisory meetings
Best for: organizations that want one coordinated partner across transactions, close, reporting, and planning.
Scoped AP and AR operations
Payroll accounting and coordination
Monthly accounting and controller review
Reporting, forecast, and KPI package
Systems and integration stewardship
Single accountability structure
Typical cadenceOperating rhythm set around your business
Accounting and tax
Corporate & Individual Tax
Best for: businesses, owners, and individuals who want planning and filing coordinated with accurate books.
Corporate, partnership, and individual income-tax returns
Year-round tax planning and estimated payments
Entity and owner-level coordination
Tax-ready books and year-end schedules
California and federal filing support
Clear responsibility from beginning to end
Typical cadenceYear-round planning with annual filings
No mystery proposal
What determines your monthly scope?
Transaction and account volumeNumber of entities or locationsAP, AR, and payroll responsibilitiesClose and reporting deadlinesSystems and integrationsForecasting and meeting cadence
Often included
Recurring accounting work, documented deliverables, agreed meetings, QuickBooks administration within scope, and questions tied to the engagement.
Coordinated from beginning to end
Corporate and individual tax planning and filing can be scoped with the accounting relationship, alongside cleanup, implementation, compliance, and other one-time projects.
A practical first conversation
Find the right level of accounting support.
In a 30-minute fit call, we will learn how your accounting works today, where it is getting stuck, and what a sensible next step could look like.
Schedule a fit call