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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With this package you'll hop on the fast-track for bookkeeping and accounting services. We will be sure to get you where you need to go...fast. The day will begin with a kick-off meeting where we will discuss your bookkeeping, your goals, and gather all the information necessary to be efficient throughout the rest of the day. After our morning meeting, our team of trained accountants will do what they do best....finances! This can include up to 12 months of bookkeeping, a thorough pricing strategy, team salary analysis, growth projections, forecasting, or whatever else you need - the options are endless! The day will end with a review of our findings during an in-depth CFO meeting. If you're ready for high level support with a quick turnaround time, this is the package for you!
Starting at $2,400
starting at $2,400
vip day
book a call
This package is for the entrepreneur that has already built a stable financial foundation for their company but still wants help monitoring spending. You don't need someone to manage your cash flow but you do need help with bookkeeping, tax returns, and tax strategy. This service boasts all those things in the form of personalized support and quarterly financial packages.
STARTING AT $350 a month
quarterly services
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This monthly accounting package is great for the entrepreneur who has already established a solid business model. It includes all necessary basics such as monthly bookkeeping in QuickBooks Online, reconciliations, semi-annual tax planning, annual business tax preparation, annual W2 and 1099 filings, monthly financial reports, estimated tax payments, and 24/7 email access to a dedicated bookkeeper. This package will give you back time and energy so that you can focus on growing your business and serving your clients while we manage the finances.
STARTING AT $650 a month
our most popular package
accounting manager
book a call
If you’re looking for more than your basic accounting package, if you have goals, ambitions, and dreams you’re working toward, then the CFO package is for you! This monthly accounting package is our most popular service since it goes beyond compliance and includes financial coaching, planning, and accountability. Not only do you receive everything listed in the accounting manager package, you also get semi-monthly CFO meetings, full-time Voxer support, and 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 our monthly account manager package for ongoing maintenance)
STARTING AT $1,900 a month
the cfo 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.
