SoftwareCPAs combines big-accounting-firm expertise with the experience of running a small business. We know every business has different needs, and we know that while some surprises are fun, accounting surprises rarely are. So we tailor the service to each client. Some clients only need tax planning, tax preparation, and occasional advice. Others need a dedicated controller and advanced work like cost-cutting reviews and annual valuations.
We'll work with you to decide what makes sense, and before any project starts we present a fixed-price agreement listing the services and a corresponding flat monthly fee, so you can judge the ROI, make smart decisions, and never be surprised by a monthly bill.
As the business evolves, the work changes with it. In the first year we may focus on the data foundation and making sure the bookkeeping is accurate and efficient. Later the priority may shift to advanced tax planning and predictive reporting. Whatever the stage, investing in clients all year, not just at tax time, is what lets us offer better answers.