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Helping service-based business owners get clear on their numbers to:
Plan for taxes
Pay themselves first
Create long-term success
What Your Business Deserves
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Monthly bookkeeping in Quickbooks Online or Xero
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Prepare monthly financial statements and custom reports
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Monthly call discussing financials and strategy
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Annual tax reporting package for contractors (excludes tax return preparation)
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Cash flow forecasting
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Quarterly tax estimates
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Year-round access to Melissa for quick questions
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Quarterly tax planning for you and your business
$ 2,500 - $6,500 / month
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Monthly bookkeeping in Quickbooks Online or Xero
-
Prepare monthly financial statements and custom reports
-
Monthly call discussing financials and strategy
-
Annual tax reporting package for contractors (excludes tax return preparation)
-
Cash flow forecasting
-
Quarterly tax estimates
-
Year-round access to Melissa for quick questions
$ 1,200 - $2,250 / month
Bookkeeping Basics
tax ready books all year round
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Monthly bookkeeping in Quickbooks Online
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Record bank transactions accurately
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Categorize revenue and expenses correctly
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Prepare monthly financial statements
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Weekly email updates
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Annual tax reporting package for contractors (excludes tax return preparation)
Starting at $ 375 / month
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All Bookkeeping Basics services, plus:
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Quarterly video summary of financial results
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New vendor onboarding support
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Year-round access to Melissa for quick questions
$ 1,000 - $ 1,350 / month
Beyond Basics
For owners who want more than a bookkeeper but aren't ready for a CFO
Accounting Hero
Recommended for agencies between $250k and $1mil annual revenue
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Monthly bookkeeping in Quickbooks Online or Xero
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Prepare monthly financial statements and custom reports
-
Monthly call discussing financials and strategy
-
Annual tax reporting package for contractors (excludes tax return preparation)
-
Cash flow forecasting
-
Quarterly tax estimates
-
Year-round access to Melissa for quick questions
-
Quarterly tax planning and strategy for you and your business
$ 2,500 - $6,500 / month
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All Beyond Basics services plus:
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Monthly video summary of financial results
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Bi-monthly financial and strategy video calls
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Year-end tax planning prep call with your tax pro
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Cash flow forecasting
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Profitability by service line or client analysis
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Priority response to your questions
Starting at $ 2,500 / month
Advice & Planning
For owners who want a CPA in their corner without the CPA firm price
CFO Superhero
Recommended for agencies between $250k and $1mil annual revenue
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Monthly bookkeeping in Quickbooks Online or Xero
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Prepare monthly financial statements and custom reports
-
Monthly call discussing financials and strategy
-
Annual tax reporting package for contractors (excludes tax return preparation)
-
Cash flow forecasting
-
Quarterly tax estimates
-
Year-round access to Melissa for quick questions
-
Quarterly tax planning and strategy for you and your business
$ 2,500 - $6,500 / month
Success Stories
Ronda Keni, MN
2 Weeks Ago
"Use this space to share a testimonial quote about the business, its products or its services. Insert a quote from a real customer or client here to build trust and win over site visitors."
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Liat Tortal, NJ
2 Months Ago
"Use this space to share a testimonial quote about the business, its products or its services. Insert a quote from a real customer or client here to build trust and win over site visitors."
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John Traves, ON
1 Months Ago
"Use this space to share a testimonial quote about the business, its products or its services. Insert a quote from a real customer or client here to build trust and win over site visitors."
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Ready for financial clarity?
Say hello to stress-free accounting. Reach out now.
Meet Melissa, Your Accounting Hero
Hey there! I'm Melissa, a CPA for over 20 years and a self-certified financial wizard.
Not only have I spent decades in the trenches of accounting, but I'm also a subject-matter expert and content creator for the very professionals I now serve.
Think of me as your financial sidekick, here to help you conquer your bookkeeping battles, tackle taxes head-on, and bring clarity to the chaos. With me on your team, you can focus on your craft, your customers, or just sipping that extra cup of coffee.
Melissa Pedigo
CPA
