ACCOUNTANT.

“Accountant service is designed for businesses that need more than basic bookkeeping but are not yet ready for full CFO-level strategy. This service provides accurate financial management, insightful reporting, and dependable compliance support — keeping businesses financially healthy while helping them prepare for future growth.”
— Taveion D. McCutcheon

💼 Pricing Option

What You’ll Receive:

Financial Management & Oversight

  • Timely recording of financial transactions

  • General ledger maintenance and account reconciliation

  • Ensure clean, organized, and audit-ready books

Financial Reporting

  • Monthly delivery of financial statements (Profit & Loss, Balance Sheet, Cash Flow Statement)

  • Straightforward, easy-to-understand reporting — no fluff, no jargon

  • On-demand simple reports (e.g., income statement by month, vendor spending reports)

Cash Flow Monitoring

  • Basic cash flow summary (track ins and outs)

  • Identify trends at a glance to stay aware of business liquidity

Compliance & Tax Readiness

  • Keep books organized for tax season

  • Provide accurate reports to tax preparers

  • Track sales tax obligations and provide basic guidance

General Accounting Support

  • Email access for general accounting questions (within scope)

  • Light quarterly check-in on financial health

  • Provide recommendations for bookkeeping cleanup if needed

Efficiency Recommendations (Prep for Growth)

  • Spot inefficiencies in daily financial processes

  • Recommend workflow improvements for smoother monthly operations

  • Prepare clients for future automation or service upgrades (Workflow Automation service separate)

Is This Service Right for You?

“Perfect fit for growing businesses: Bridges the gap between basic bookkeeping and full CFO support”
— Taveion D. McCutcheon

Need something custom? We’ll build a package that fits your business goals perfectly.