accounting Services
As a small business owner, you are expected to wear many hats. You are the CEO, marketing manager, sales associate, HR coordinator, receptionist, I.T. expert, janitor, and so much more. The good news is, you don't have to do business alone. We are here to be your bookkeeper, CFO, tax strategist, and trusted business advisor. Not only have we gotten really good at juggling these hats, we've learned how to wear them well!
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vip day
for the books that need a little extra love
STARTING AT $2,400
Package includes:
-A personalized team of 2-4 trained accountants dedicated to you and your books
-A kick-off meeting where we'll discuss bookkeeping, goals, and gather everything we need
-Up to 12 months of bookkeeping
-A wrap up call at end of the day to review our progress, address questions, and discuss next steps
-High-level support with a quick turnaround time
Optional add-ons:
-A thorough pricing strategy
-Team salary analysis
-Growth projections
-Forecasting
book a call
quarterly services
best for entrepreneurs making < $200K/yr
STARTING AT $350 a month
Package includes:
-Quarterly bookkeeping in QuickBooks Online (categorizations and reconciliations)
-Annual business tax preparation
-Tax planning
-Email & text support
-Quarterly financial reports where we tell you how much to pay yourself, how much to put to savings, and how much to pay in taxes each month.
-Estimated tax payment reminders
-Access to a dedicated Account Manager
-Annual W2 and 1099 filings
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our most popular package
Monthly services
best for entrepreneurs making $200K+
STARTING AT $650 a month
Package includes:
-Monthly bookkeeping in QuickBooks Online (categorizations and reconciliations)
-Tax planning
-Annual business tax prep
-Annual W2 and 1099 filings
-Monthly financial reports: where we tell you how much to pay yourself, how much to put to savings, and how much to pay in taxes each month.
-Estimated tax payments
-Email and tax support
-A dedicated account manager
Add-ons:
-Regularly scheduled meetings
-Wholesale QBO subscription
-Payroll
-Sales tax filings
book a call
the cfo package
best for entrepreneurs in a growth phase or those preparing for growth
STARTING AT $1900 a month
Package includes:
-Monthly bookkeeping in QuickBooks Online (categorizations and reconciliations)
-Tax planning
-Annual business tax prep
-Annual W2 and 1099 filings
-Monthly financial reports: where we tell you how much to pay yourself, how much to put to savings, and how much to pay in taxes each month.
-Estimated tax payments
-Email and tax support
-A dedicated account manager
PLUS:
-Semi-monthly CFO meetings
-Full-time Voxer support
-Personalized financial planning
This is a 3-month commitment at which point you can choose to renew your contract for another 3 months or downgrade to the monthly account manager package
We believe your business will thrive when you have the ability to focus on what you do best: providing great services and products to your customers. That is why we are here to alleviate the burden of financial management by doing what we do best: managing small business finances accurately and efficiently.
“Working with Dawn & her team has been such a worthwhile investment! Not having to worry about my books month to month & having monthly reports to help me see where my business is headed has been so expansive for me! So grateful for Dawn & her amazing team who is always going above and beyond for me”
Tara
“I honestly don’t know what I would do without Dawn and her team. Before working with them I lacked so much confidence around my money and especially the money flowing in and out of my small coaching business. Not only do I have complete peace of mind around my business finances and taxes, but I have also learned so much and have gained so much confidence. The professionalism, the education, and the support is unmatched by anyone else that I have ever worked with on my finances. I highly recommend Patton Accounting or any of Dawn’s courses - especially if you are a female founded online business. She’s just brilliant at what she does.”
Lauren
don't just take our word for it...
We believe your business will thrive when you have the ability to focus on what you do best: providing great services and products to your customers. That is why we are here to alleviate the burden of financial management by doing what we do best: managing small business finances accurately and efficiently.
