Tax, accounting, and guidance for service-based businesses
Accurate monthly books, business tax returns, and planning from one CPA who knows your numbers. Built for service-based businesses with $200K to $5M in annual revenue that want a long-term partner, not a once-a-year preparer.
Pick the level of support you need.
Essential Accounting
For small businesses that need accurate books and clear financial reports they can rely on.
Services
- Accurate monthly accounting
- Bank & credit card reconciliations
- Monthly financial clarity reports by the 25th
- Monthly financial review by email summary
- 100% paperless onboarding & app setup
Support
- Email and portal access
- Response within 5 business days
Technology
- QuickBooks Online
Build financial clarity
Complete Accounting
For growing businesses that want greater confidence in their numbers and better financial visibility.
Services
- Accurate monthly accounting
- Bank & credit card reconciliations
- Monthly financial clarity reports by the 20th
- Monthly financial review by Loom
- 100% paperless onboarding & app setup
- Quarterly estimated tax payment reminders
- Budget vs. actual reporting
- Payroll services for businesses with employees
Support
- Email, portal, and Loom access
- Response within 3 business days
Technology
- QuickBooks Online, Gusto
Understand your numbers with confidence
Accounting Plus
For owners who want deeper financial insight to make smarter business decisions.
Services
- Accurate monthly accounting
- Bank & credit card reconciliations
- Monthly financial clarity reports by the 15th
- Monthly financial review over Zoom
- 100% paperless onboarding & app setup
- Quarterly estimated tax payment reminders
- Budget vs. actual reporting
- Payroll services for businesses with employees
- KPI dashboard, lite
- Profit trend analysis
Support
- Email, portal, Loom, and Zoom access
- Priority same-day response
Technology
- QuickBooks Online, Gusto
Turn financial insight into better business decisions
Books behind? Start with catch-up accounting.
Catch-up is quoted separately, then rolled into a monthly plan once your books are current.
Business returns, flat fee.
We quote one flat fee after reviewing last year's filing. No hourly billing, no surprises. 100% paperless and e-signed from anywhere.
Book a callS corps and partnerships, including owner K-1sFROM $1,400
C corps, holding structures, multi-stateCUSTOM QUOTE
Decisions modeled before you make themAFTER A CONSULTATION
Profit First, done right.
Profit First flips the usual formula. Instead of paying every bill and hoping something is left over, you take your profit first and run the business on what remains. I run my own firm on Profit First, and I help owners set it up in a way that fits their numbers.
Set up your accounts
Guidance on opening the separate accounts the system uses: Income, Profit, Owner's Pay, Tax, and Operating Expenses.
Set percentages from your real numbers
Target allocations based on your actual books, not a generic template.
Keep your books in sync in QuickBooks
Your Profit First accounts mapped in QuickBooks so your financials stay clean and easy to read.
Adjust as you grow
Regular check-ins to fine-tune your percentages as revenue, payroll, and goals change.
You don't have to figure it out alone or get it perfect on day one. We'll start where you are and build from there.
Profit First is a trademark of Mike Michalowicz. Culpepper Accounting is not affiliated with or endorsed by Profit First Professionals.
Not sure which plan fits?
Take the 60-second quiz, or book a call and we'll tell you straight, including when you don't need us yet.