Monthly Accounting & Financial Reporting – Included in Your CPA Membership

Our CPA-led membership gives you more than just bookkeeping—it delivers clean, accurate financials, monthly reporting packages, and proactive tax prep support. We serve business owners across the U.S. with bundled services that eliminate confusion, reduce tax exposure, and give you clarity all year long.

What’s Included in Your Monthly Accounting Package

  • Prepared Financial Statements: Profit & Loss, Balance Sheet, and reconciliations delivered monthly by the 25th
  • CPA Review & Oversight: Every package is reviewed by a licensed CPA—not just a software tool
  • Quarterly Strategy Calls: Meet with your CPA to review performance, discuss tax planning, and optimize your compensation
  • Business Tax Return: Year-end-ready books that flow straight into your return—no extra cleanup fees
  • Secure Portal Access: All reporting is delivered through a secure, centralized portal—not email

Designed for Small Business Owners—Not Bookkeepers

Whether you’re using QuickBooks, spreadsheets, or starting from scratch, our monthly accounting system is built for business owners who want clarity and compliance—not a pile of tasks.

We don’t just enter transactions. We help you:

  • Understand your numbers and trends
  • Track cash flow and profitability
  • Stay compliant with tax filing deadlines
  • Make strategic decisions based on real data

How It’s Delivered

Each month, your books are closed, reviewed by a CPA, and delivered via your secure client portal. You’ll receive:

  • CPA-prepared financial reports
  • A clear reporting package by the 25th
  • Communication through secure portal—not scattered emails

Frequently Asked Questions

Is bookkeeping included in the membership?
Yes. We categorize transactions, reconcile accounts, and prepare your financial reports monthly as part of your flat-fee membership.

When will I receive my monthly reports?
You’ll receive your reporting package by the 25th of the following month—fully prepared by a CPA.

Can you help with QuickBooks?
Yes. We offer QBO and Desktop setup support, troubleshooting, and guidance for all members.

Do you offer catch-up bookkeeping?
Yes. We quote cleanup work separately and begin your monthly membership once your books are current.

Take the First Step Toward CPA-Led Membership

Running a business is hard enough. You shouldn’t have to manage separate vendors, chase down tax documents, or wonder what your accountant is doing. With our CPA-led membership, everything is handled—books, payroll, tax prep, and strategy—under one flat monthly fee.

Apply for Membership See What’s Included