Accounting Services for Small Business Owners

We offer three monthly service levels. The base plan covers quarterly close and reporting, semi-annual check-ins, and an annual tax review — good for businesses that need clean books and a light-touch relationship. The mid-level plan adds monthly financial statements, monthly team check-ins, and semi-annual tax planning to actively minimize your tax liability. The top-level plan — our "Rent a CFO" service — adds quarterly KPI reporting, quarterly trend reports, quarterly tax planning, and general business advising, essentially giving you CFO-level insight without a full-time CFO salary. All three require a QuickBooks Online subscription and are reviewed annually as your business grows.

A bookkeeper records your transactions. An accountant makes sure your financial statements and tax filings are accurate. A fractional CFO — our "Rent a CFO" service — goes further: reviewing your KPIs, building trend reports, and advising on the financial decisions behind the numbers, at a fraction of what a full-time CFO would cost. It's the right fit once you've outgrown basic bookkeeping but aren't ready to hire in-house.

Most new businesses start with our base plan: clean, reconciled books and accurate tax-basis financial statements. From there, we scale you up as your business grows and you need more frequent reporting and more proactive tax and business planning. We also offer Business Start-Up support and, if you're moving from spreadsheets or desktop software, account setup and conversion to QuickBooks Online.

That's common, and it's not a dealbreaker. "Catch-up work" — cleaning up accounts that haven't been reconciled in 60+ days or fixing accumulated errors — is billed at our standard hourly rate, separate from your ongoing monthly package, so you're not paying a premium monthly fee to also cover a backlog.

Both. Our tax preparation covers personal returns (including more complex situations like rental properties, investment income, and self-employment/Schedule C work) as well as business returns for partnerships, corporations, LLCs, trusts, estates, and non-profits — including all related federal forms (1120, 1120-S, 1065, etc.).

Filing is compliance — making sure the return is accurate and submitted. Tax strategy is proactive: reviewing your business structure, timing, and deductions throughout the year with a CPA so that by the time you file, you've already minimized what you owe rather than discovering missed opportunities after the fact. At our mid-level and top-level plans that's built in as regular tax planning meetings.

Yes, all three packages require a QuickBooks Online subscription (available as an add-on if you don't already have one) — it's what powers your financial reporting portal and lets our team and you see the same numbers in real time.

Yes. "Accounts" refers to each bank account, credit card, and loan we're reconciling — the base plan includes up to 3, the mid-level plan up to 4, and the top-level plan up to 6, with additional accounts billed separately.

Yes — this is one of the things that sets us apart. Because we're also a wealth management and financial planning firm (investment services provided through Alphastar Capital Management), the same team handling your business's books can also help you personally with retirement planning, tax-advantaged investing, and eventually a tax-efficient exit strategy when you're ready to sell or transition the business.

We have offices in Alpharetta, GA; Fayetteville, GA; and Tampa, FL, and work with small business clients virtually throughout the Southeast.