Meet your dedicated expert
First, you’ll be introduced to your primary point of contact. We’ll get to know your business and accounting, and start gathering the information we need.
We handle your accounting – automatically
No more emailing bank statements and exporting excel files. Your AccountedFor team sets up integrations with the services your business already uses, like Quickbooks, Gusto, and Bill.com.
Get accurate and timely financials
We’ll take it from here. We invoice your clients, pay your vendors, process your payroll, and reconcile your accounts to deliver clear and accurate financial statements, every month, automatically.
Accurate & timely financials
We invoice your clients, pay your vendors, process your payroll, and reconcile your accounts to deliver clear and accurate financial statements, every month, automatically.
Dedicated point of contact
You’ll be assigned a CPA during onboarding which will always be your primary point of contact. This allows us to truly understand your business and serve in an advisory role.
Bi-Weekly Virtual Meetings
Every other week, we meet with our clients to recap on what has been accomplished and discuss what additional items need to be addressed.
Accounting System Integration
Need help migrating your old server-based accounting system to the cloud? We’ll move you to Quickbooks Online and setup integrations to the best business applications.
Lending & Fundraising
We will work directly with your lenders to help secure the financing you need. We can also help with fundraising.
Custom Financial Reporting
Is your financial reporting not meaningful? We help set up reporting by job, product, location, or team to help make your financials more meaningful.
Most businesses operate using lagging metrics. We have the tools to help business owners use their historical data to look into the future.
Strategic Tax Planning
Our strategic tax planning sessions with AccountedFor CFO clients save thousands of dollars in taxes every year.
Real, Online CPAs
You only want to work with the best. Your dedicated AccountedFor CPA will handle your tax return from start to finish.
Bookkeeping + Tax
Who better to prepare your tax return than the team that’s been in your books all year long? We already have everything we need.
On-time filings and real-time status updates so you can rest assured your AccountedFor tax team is on top of it.
Business tax returns, personal tax returns, 1099s and more. We’re a one-stop shop for all your tax filing needs.