Custom Services Packages

Custom CPA Service Packages: Built Around Your Business, Your Needs, and Your Budget

We believe great accounting isn’t just about numbers — it’s about building trust, eliminating surprises, and helping businesses thrive with clarity and confidence. That’s why we take a thoughtful, structured approach to designing custom service packages tailored specifically to each business client.

Our process ensures that every service we provide is aligned with your goals and expectations — and that your fees are predictable, transparent, and locked in.

Here’s How We Build Your Custom Service Package:

A. Financial 360° Review

We begin with a comprehensive Financial 360 Review, where we analyze your current accounting systems, tax filings, internal controls, and overall financial operations. This allows us to understand where you are now and identify opportunities, inefficiencies, or compliance risks. It’s the foundation for a service package that fits your business — not someone else’s.

B. Itemized Service Offering

Based on our review, we clearly outline the services your business needs — nothing more, nothing less. This might include:

• Monthly bookkeeping and reconciliations
• Payroll processing and reporting
• Sales tax filings
• Business income tax planning and preparation
• Financial statement preparation
• Strategic advisory or CFO-level support
• Budgeting and forecasting
• Entity structure consultation

You’ll see each service listed in plain language so there’s no confusion about what’s included.

C. Scheduled Deliverables

We then set clear deadlines for when and how services will be delivered. Whether it’s monthly reports, quarterly tax estimates, or annual planning meetings, you’ll know exactly what to expect and when. This allows you to plan ahead and eliminates the uncertainty that often comes with hourly billing or vague scopes of work.

D. Fixed Monthly Fee — Locked in for 2 Years

Once your custom package is built, we provide a fixed monthly fee that covers all the agreed-upon services. This fee is locked in for two years, so you can budget confidently without worrying about unexpected charges or price hikes. No billing surprises, no scope creep — just reliable service at a predictable cost.

E. Defined Scope: What’s Not Included

We also clearly define what’s not included in your service package, so you’re never caught off guard. This might include:

• Representation in case of IRS audits
• Services related to mergers, acquisitions, or capital raises
• Legal consulting or non-accounting business services
• One-time projects outside the agreed scope

If your needs change or you require additional support, we’ll review and revise your package together — with transparency and no hidden fees.

Let’s Build Your Package Together

If you’re tired of reactive accounting, unclear billing, or generic services that don’t fit your business, we invite you to experience a better way. We build relationships — not just reports. Let us design a service package that meets your goals, respects your time, and provides the financial clarity your business deserves.

Contact us today to schedule your Financial 360 Review.