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🧰Best Value Expert Bookkeeping From $150/mo | Tax Prep From $650 (CPA📊Service Based Biz | 1040 Rental/LLC/K1 Tax Clients)
s kuner rd near jessup
license info:
Colorado CPA BSAc MBA MPACC QuickBooks Online Specialist. Licensed. Local. Insured. Local or Online.
offered in person
offered virtually
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Looking for a local, licensed CPA instead of an offshore data clerk? I provide high-level, flat-rate financial infrastructure for service-based businesses.
🛠️ The "Tax-Ready" Quarterly Maintenance $150/mo.
Keep your books clean, reconciled, and ready for your year-end return without the stress.
What’s Included:
📝 Essential ($150/mo): <60 transactions/mo; 1 bank/1 CC included.
💡 Why this model?
We’ve ditched the manual labor on our quarterly compliance bookkeeping (no A/P, A/R, Payroll entry or manual entry). We focus purely on automated, high-level compliance and health checks. This keeps your costs low and your financials tax-ready without paying for full-time administrative staff.
Core Services:
🧑💼 Quarterly P&L delivery.
🏦 Bank-feed first (clients provide own QBO subscription).
➕ Optional: Payroll reconciliation (+$50/mo).
🪙 Tax reduction planning available for ROI.
🔒 Exclusive: Rates reserved for active annual tax preparation clients.
🎯 Who I Serve:
🏠 Home Service Professionals
💻 1099 Tech Consultants
🏥 Healthcare & Wellness (Chiropractors, Therapists, etc.)
🔍 Why Clients Choose Me
⏱️Flat-Rate Pricing: Predictable monthly fees for bookkeeping and tax prep.
⏱️Proactive Strategy: Optional tax planning designed to pay for itself in savings.
⏱️Proven Credentials: Licensed CPA since 2010 with both MBA and MPAcc degrees.
⏱️Tech-Forward: 100% virtual efficiency via QuickBooks Online.
📅 Ready to streamline your business?
Schedule your complimentary 15-minute consultation today.
💬 Text: (720) 580-6320
🌐 Website: succentrixbrighton.com