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Relax, we make Accounting & Bookkeeping easy!

Ever wonder if you’re properly and efficiently maintaining your bookkeeping or is there just too much to keep up with when managing your accounting? Our accountants know all the tricks of the trade and have extensive experience working with small businesses.

Accounting & Bookkeeping Packages

  • Premium — Ready to accelerate growth? Elevate your business with our specially tailored strategies designed for relentless growth. Our comprehensive solutions provide detailed budget management and advanced reporting. Ensure you meet your goals and drive success with precision. Elevate your business today!
  • Full — For the small business owner who simply wants clarity for your financial journey. Partner with us for quarterly touchpoints to review your financials, ensuring you remain aligned with your profitability goals. Let’s navigate your business toward a successful year together!
  • Basic — For the small business owner who wants to ensure their financials are accurate each month without the need for constant oversight. Our annual review provides you with peace of mind, verifying the integrity of your records before the tax season arrives. Trust us to help you maintain a clean financial slate, so you can focus on growing your business.

Accounting & Bookkeeping Package Details

Select an Accounting Package that perfectly suits your needs from three service levels: Premium, Full, and Basic. The table below identifies the differences:

Most Popular

Premium

Full

Basic

Growth Focus for Ambitious Business Owners

Ready to accelerate growth? Elevate your business with our specially tailored strategies designed for relentless growth. Our comprehensive solutions provide detailed budget management and advanced reporting. Ensure you meet your goals and drive success with precision. Elevate your business today!

Keep your Business on Track

For the small business owner who simply wants clarity for your financial journey. Partner with us for quarterly touchpoints to review your financials, ensuring you remain aligned with your profitability goals. Let’s navigate your business toward a successful year together!

 

Streamline Your Financials for Tax Preparation

For the small business owner who wants to ensure their financials are accurate each month without the need for constant oversight. Our annual review provides you with peace of mind, verifying the integrity of your records before the tax season arrives. Trust us to help you maintain a clean financial slate, so you can focus on growing your business.

Proactive Advisory Call

Quarterly Zoom or In SDA Office

Quarterly Zoom or In SDA Office

Annual Zoom or In SDA Office

Reporting:

Bal Sheet & P&L

Monthly

Monthly

Monthly

Sales Tax Returns

Monthly

Monthly

Monthly

Custom Mgmt Reports

Monthly

No

No

Budget

Monthly

No

No

KPI Tracking

Monthly

No

No

Options:

QBO Setup

Optional

Optional

Optional

Prior Period Cleanup

Optional

Optional

Optional

Weekly Reconciling

Optional

Optional

No

Financials before EOM

Optional

Optional

No

On Site Meetings

Optional

Optional

No

QBO App Integration

Optional

Optional

No

Bill Pay

Optional

Optional

No

Customer Invoice

Optional

Optional

No

Liquor Taxes

Optional

Optional

No

Forecasting – (Updated Monthly Budgets)

Optional

No

No

Accounting & Bookkeeping Packages in Detail

Download the PDF below for even more information about our Accounting & Bookkeeping Packages.

Accounting & Bookkeeping Packages in Detail

Select an Accounting & Bookkeeping Package that perfectly suits your needs from three service levels: Premium, Full, and Basic. Download the PDF below to view the details.

We can’t wait to make accounting easy for you too!

Ready to schedule an initial discovery meeting with Stanley to discuss whether or not SDA CPA would be a good fit? Click the “Get a Quote” button below to send us an email or choose a meeting time. Would you rather talk to us directly? Call us today!

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