Let AccountedFor Handle Your Small Business Accounting
The plate for small business owners is never empty. On a day-to-day basis, they are working with customers, guiding team members, and focusing on the growth of the business in the short and long term.
However, there are tasks that come with business ownership that weigh down owners from doing what they do best, like managing books, payroll, and taxes. Jobs that certainly matter, but ones that pull owners away from customers, their team, and business growth.
That's where the online CPA firm AccountedFor comes into play. Based in downtown Indianapolis, AccountedFor serves small and mid-sized businesses across the country and is one of the fastest-growing accounting firms in the nation. Every client gets a dedicated CPA as their main contact.
AccountedFor offers three core services. Here's how each one helps.
CFO Services
A full-time CFO isn’t an early hire for most growing businesses. AccountedFor's CFO Services give business owners an experienced CFO without paying a full-time salary for one in-house.
Clients meet with their virtual CFO every two weeks to review progress and work through open items. The service also includes:
Custom financial reports, broken out by job, product, location, or team
Forecasts built from your historical data
Support with lenders and fundraising
Strategic tax planning, plus business and individual tax filing
Setup or migration to QuickBooks Online, connected to your other business apps
CFO Services are a good fit for businesses with revenue topping $2 million or with more than 20% growth year over year. Plans are month-to-month with fixed-fee pricing, so business owners can cancel anytime.
Bookkeeping and Payroll
With Bookkeeping and Payroll, AccountedFor handles client invoicing, vendor payments, payroll, and account reconciliations. Business owners will receive monthly financial statements, too.
There are three steps to getting started. First, business owners will meet with their dedicated CPA, who learns about the business. Second, the team connects the tools you already use, for example, QuickBooks Online and Gusto. Emailing bank statements and exporting spreadsheets, no more. Finally, business finances arrive every month.
Reports are tailored to the industry, including ecommerce, SaaS, cannabis, crypto, and professional services. Plus, support is built into the monthly subscription, so there are no surprise invoices. Your CPA aims to reply within one business day.
Bookkeeping and payroll services are typically needed for businesses that have more than one employee, revenue nearing six figures, and are unaware of not knowing key financial numbers.
Tax Services
There’s one season that every small business owner dreads: tax season. AccountedFor's Tax Services cover business returns, personal returns, and 1099s. A dedicated CPA handles the return from start to finish.
Bookkeeping clients get an extra advantage, as well. The team preparing the taxes already has the books, so there's no chasing down documents. Business owners also get status updates as the return moves toward filing.
AccountedFor offers strategic tax planning sessions quarterly or as a one-time meeting before year-end. You don't need to be a CFO or bookkeeping client to work with them either. Standalone tax clients are welcome, with fixed-fee pricing so you know the cost before work begins.
Get Your Life Back
As one client, Robertson Homes owner James Robertson, put it: "I gave the keys to AccountedFor and in exchange, I got several weeks of my life back. No more late nights cleaning up my Quickbooks Online file that I neglected all year."
If you’re a small or mid-sized business owner and want to get time back on your side, visit accountedforcpa.com or call (317) 738-7911 to talk with an AccountedFor CPA today.
