Our Packages
We take over your bookkeeping and set up essential financial systems, so you can finally feel confident that your numbers are accurate, organized, and tax-ready.
➡ This is where true peace of mind begins.
We deliver expert-prepared financial packets, custom reports, benchmarking, and budget tracking—so you can clearly see how your business is performing and where there’s room to improve.
➡ This is where your numbers become a tool for action—not just a record of the past.
This tier is focused on helping you create long-term systems, define your financial goals, and build a company that runs smoothly—with or without you. We work with you to align your structure, strategy, and tax position to support your bigger vision.
➡ This is where you stop working in your business and start building a future with it.
Our Full-Service CPA Managed Accounting
“We don’t just keep the books — we manage your accounting so your financials are accurate, reviewed, and ready for tax and decision-making every month.”
| Basic Bookkeeping | Our Managed Accounting |
|---|---|
| Data entry only | CPA-overseen accounting |
| Transactions posted | Transactions reviewed & validated |
| Reconciles balances | Investigates discrepancies |
| Reports generated | Reports reviewed for accuracy |
| Year-end cleanup | Year-end ready, all year |
| Reactive support | Proactive monthly reviews |
CPA-Managed Accounting for Growing Businesses
“Accurate monthly financials, CPA oversight, and proactive support—so you can make better decisions, save money, and avoid costly surprises.”
Instead of just entering transactions, we manage your accounting from start to finish. Your books are reconciled, reviewed, adjusted when needed, and overseen by senior accountants and CPAs—so your financials are accurate, reliable, and ready for tax and decision-making all year.
Outcome: Clean, organized books you can trust—every month.
Outcome: Financials that are technically correct, tax-ready, and audit-ready.
Outcome: Fewer penalties, fewer surprises, and less risk.
Outcome: Less admin work for you and fewer accounting headaches.
Outcome: Better decisions, stronger cash flow, and smarter growth.
“Our CPA-Managed Accounting services typically range from $650 to $9,000+ per month depending on business size and complexity.”
Technology Partners
Are you a Good Match for Innovative Accounting
Accounting is a skill that requires extensive training to master and years of experience. We are not simply posting transactions, but managing the entire accounting of your business and working to make sure your financial reports are accurate.
The accurate, reputable and honest CPA firms, like ours, are in high demand. While we love talking and getting to know each and every one of our clients, each member of our CPA firm is in high demand and incredibly busy, especially during tax season. We aim to provide consistent communication within 1-3 business days for our clients, which is far above the industry standard.
We are only a partner in your business and cannot do our job without involvement on your part. We will need some involvement from you or your staff in order for us to obtain the information and documentation we need to provide accurate financial reports and tax returns.
As our company name states, we use innovative solutions to your bookkeeping, accounting and tax preparation needs. Our mission to utilize technology provides our customers with cost-savings, time-savings and improved accuracy for all involved. With secure and compliant software, our clients have greater access to their reporting and financial data.
We do not have the resources, time, or staff to teach our clients all the ins and outs of accounting or train them on how to be accountants. For those that wish to learn accounting, there are college programs and other trainings available offered by many different resources. It requires years of education, in-depth experience, and advanced qualifications to be a bookkeeper, accountant, or CPA respectively.
We do help our clients by training them on specific bookkeeping tasks within QuickBooks as needed.
We are eager to provide the services you need for your company if they are within the scope of services we offer, however, additional services require additional work on our part and therefore will incur additional costs. If you determine you need additional services outside of the proposal and/or estimate and they are services that our company offers, than we can reconvene to discuss your needs and revise your proposal with the additional projects and services charged appropriately.
Once you sign your proposal, your prices are locked in for one year from the date of the contract. As you know, as labor costs and the cost of doing business increase, our pricing may need to increase accordingly to reflect these economic changes.
What is Accounting? Accounting is the process of recording financial transactions pertaining to a business. The accounting process includes summarizing, analyzing, and reporting these transactions to oversight agencies, regulators, and tax collection entities.
Accounting is essential to the health and success of a business, and is required to honestly and accurately report your income and profit to your county, state and federal government entities. Accounting also provides you with the information you need to run your business and make better financial decisions.
Bookkeepers can handle basic data entry and basic accounting tasks like paying bills or sending invoices. Accountants must have a Bachelor’s degree in Accounting, and be trained in more complex concepts such as depreciation, equity, and accrual accounting. CPAs (Certified Public Accountants) are required to have 150 hours of college education, including at least 30 hours in accounting and pass a 4-part state test with a less than 50% pass rate due to it’s level of difficulty, which generally takes between 6 months to 2 years to pass all 4 parts.
What we bring to the table includes a skilled team, an abundance of knowledge and expertise in the accounting and tax industries, innovative tools, and powerful software that provide benefits to our client. Our technology-based tools may automate some repetitive tasks, but they do not replace the expertise and decision-making that is customized to each client’s business (remove: growth, industry (remove: standards and financial goals. The same tools in novice hands can create a massive headache and financial mess that takes extensive time to clean up. We want to work with clients who value the services, knowledge, and expertise that we bring to the table and are excited to partner with us to take their business to the next level!
Wherever you are, we’ll meet you there.
Would you like to find out more?