Outsourced Accounting

Our white-glove outsourced accounting service is designed for high-income professionals who want to spend more time growing their business than worrying about the financials.

If you feel like you never hear from your accountant, or when you do, it’s flustered, last minute, and backward-looking, then our service is designed for you.

Book a Discovery Call

Modern Solutions for Your Accounting Needs

Our goal is to be the last accounting firm you ever work with. We offer a fresh, tech-forward solution to accounting for small businesses and medium-sized businesses. Our services are best for businesses generating at least $200,000 in net income annually.

Financial Reporting

Tax Returns

Payroll & Talent Consulting

Retirement Plan Consulting

Expense Management

Legal Referrals

Performance Reporting

Dedicated Support Team

What Do you Get, and How Much Does it Cost?

Personal Financial Planning

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Bookkeeping for your Business

$500 - $2,000/month, dependent on complexity and scope (book a call for a quote!).

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Filing of Your Tax Returns

$2,900/year for S-Corp, C-corp, Partnership, or other business entity return. Personal tax return preparation starts at $1,200 per year.

Bookkeeping | What We Do

(What’s Included in Your Monthly Subscription)

Bookkeeping - monthly reconciliation of your books
Advice on KPIs to track
Make tax payment recommendations (amount and timing to avoid penalties)
Retirement plan recommendations for you and your employees
Focus on the long-term plan for the business and your life plan
Exit planning
Cash Flow decisions - which banks and credit cards are best for your needs
Pay yourself! Setting up reasonable wages, making payroll and salary recommendations
Annual tax projection (typically in November) to predict your tax bill
We can work directly with you, the owner, or someone on your team, like a controller
Our team is here to give you unlimited support through emails and meetings with a business tax expert

Bookkeeping | What You Do

(Your Input is Needed)

Answer monthly questions about transactions
Accounts receivable / accounts payable (BKFi does not issue invoices or collect payments on your behalf)
Implement our payroll recommendations via your payroll provider
Most tax returns can be filed electronically; occasionally, we ask you to physically mail a tax document

Bookkeeping | What We Can Do

(Billed at Hourly or Fixed Rates)

Any meetings with third parties
Annual filing of your business tax returns and personal tax returns for one owner
Forecasting and budgeting
Accrual based accounting
IRS or State Audit Representation
Registering to do business in a new state (e.g. registration with Department of Labor/Revenue/Franchise)
Ad Hoc Custom Financial Reporting (e.g. weekly Sales by Client reports, Sales by Location, etc.)
Departments and Classes and Location tracking in QBO
Migrating accounting data from one software to another (e.g. Freshbooks to Quickbooks Online)
Billed at separate rates directly from tech solution.
Consolidation of multiple entities
Amended Tax Returns that are required because the information necessary to be included on the return (e.g. tax credit qualifications, adjustments to entity structure, business expenses not included on the personal returns) was not made available to BKFI Tax within 2 months of the filing deadline
Accredited investor verification
Mixing business/personal expenditures in the accounting data or manually adding business expenses into the accounting records on a monthly/quarterly basis

Schedule a consultation to see if we’re an excellent fit for you and your business!

Our goal is to combine personal financial planning and business accounting to get you fast-tracked to financial independence!

Book a Discovery Call Now!