Three Service Levels

Services for Businesses

Comprehensive tax and financial guidance tailored to your business needs

Business Services

Focus on growing your business while we handle the financial complexities. Our comprehensive business services provide the foundation for informed decision-making and sustainable growth. From day-to-day bookkeeping to strategic CFO-level advisory, we're your complete financial partner.

Complete Business Solutions:

✓Full-Service Bookkeeping: Daily transaction recording and account reconciliation
✓Financial Statement Preparation: Monthly, quarterly, and annual financial reporting
✓Payroll Processing: Complete payroll management including direct deposit and tax filings
✓QuickBooks Setup & Training: Implementation, customization, and ongoing support
✓Cash Flow Management: Forecasting and optimization strategies
✓Business Formation: Entity setup, EIN acquisition, and initial compliance
✓Part-Time CFO Services: Strategic financial guidance and analysis
✓Business Valuation: Professional valuation for sales, partnerships, or planning

Three Levels of Service for Businesses

Choose from Bookkeeping, Accounting, or Advisory service levels designed to match your business complexity and financial management needs.

BOOKKEEPING

Foundation Level

Best suited for:

Small businesses and startups with simple operations and basic compliance needs

Businesses that need basic financial record keeping but handle their own planning

ACCOUNTING

Controller Level

Best suited for:

Growing businesses with multiple revenue streams, investor reporting needs, and complex transactions

Businesses that want comprehensive financial reporting and proactive tax planning

ADVISORY

CFO Level

Best suited for:

Established businesses focused on growth planning, strategic decisions, and exit planning

Businesses that need strategic financial partnership and executive-level guidance

Service Category	BOOKKEEPING Foundation Level	ACCOUNTING Controller Level	ADVISORY CFO Level
Daily Operations	✓Transaction recording ✓Expense categorization ✓Bank reconciliation ✓Accounts payable/receivable ✓Basic payroll processing	✓All bookkeeping services ✓Advanced reconciliations ✓Multi-entity management ✓Complex payroll & benefits ✓Inventory management	✓All accounting services ✓Process optimization ✓Internal controls design ✓System recommendations ✓Team training & oversight
Financial Reporting	✓Basic P&L statements ✓Simple balance sheets ✓Cash flow summaries ○Limited analysis	✓Comprehensive financial statements ✓Monthly/quarterly closes ✓Variance analysis ✓KPI reporting ✓Investor-ready reports	✓All accounting reporting ✓Executive dashboards ✓Board presentations ✓Predictive analytics ✓Benchmarking analysis
Planning & Analysis	○Basic tax preparation only ○Limited planning	✓Annual budgeting ✓Tax planning & preparation ✓Cash flow forecasting ✓Financial analysis ✓Compliance management	✓All accounting planning ✓Strategic business planning ✓Scenario modeling ✓Capital structure optimization ✓Investment analysis
Strategic Services	○Not included	✓Basic business insights ✓Performance improvement recommendations ○Limited strategic guidance	✓Business valuation ✓M&A support ✓Exit planning ✓Fundraising assistance ✓Risk management strategy ✓Growth strategy development
Communication Level	✓Monthly reports ✓Quarterly check-ins ✓Email support	✓Weekly/monthly meetings ✓Detailed explanations ✓Phone & email support ✓Proactive recommendations	✓Regular strategic meetings ✓On-demand consultation ✓Board meeting attendance ✓Executive partnership

Ready to optimize your business finances?

Schedule a complimentary consultation to discuss which service level best fits your business needs and growth goals.

Schedule Consultation

Frequently Asked Questions

Our service levels are designed to match your business complexity and needs. Choose from Bookkeeping, Accounting, or Advisory service options that best fit your business situation.

Talk to Joe — your trusted expert CPA!

Let my 30+ years of wisdom and expertise work to set your business up for success. Book a free consultation with me to discuss your needs and goals so you can decide what's best for you.

Book Your Free Consultation

Services for Businesses

Business Services

Complete Business Solutions:

Three Levels of Service for Businesses

BOOKKEEPING

Best suited for:

ACCOUNTING

Best suited for:

ADVISORY

Best suited for:

Ready to optimize your business finances?

Frequently Asked Questions

How much do your bookkeeping services cost?

How quickly can you get my books up to date?

What accounting software do you use?

Do you provide financial statements and reports?

Can you help with payroll and tax planning?

What industries do you specialize in?

Talk to Joe — your trusted expert CPA!