A MORE PROACTIVE accounting RELATIONSHIP
Outsourced Accounting & Advisory
accurate business records are not just required by stakeholders, they are the needed to make crucial business decisions... let's streamline that process!
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how we work
Ongoing Guidance and Proactive Support
Your financial reporting should not only tell you what happened, but also where you’re going. By accurately forecasting your business performance, you can build a plan to take advantage of future opportunities, while staying ahead of and navigating future risks.
Optimized Reporting That Drive Results
Most business owners operate on generic profit & loss and balance sheet reports. Our advanced reporting features accurate budgeting and forecasting that give you the tools to grow your business, stay ahead of your competition, and increase your profit margin along the way.
Clear Action Items With Measured Results
The best advice is often negated by lack of action. With clear action items and follow-ups, we make sure your plan is in place. And if you’re unsure how to move forward, we model your business financial position so you can move forward with our advice with complete confidence.
through proactive planning, best-in-industry response times, and actionable advice – your business will thrive when you work with wealthpath cpa
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Pricing
Close & Reporting
Period-End Close & Financial Reporting
Most Clients Pay
$150 - $300/Mo
What’s Included 
Bookkeeping clean-up including adjusting journal entries (as necessary), and delivery of financial statements (non-attest).
Financial reports delivered annually within one month of year-end
“Tax Ready” Financial Statements for maximum tax savings
Cash Basis Statement of Profit & Loss and Balance Sheet
Capital Asset and Depreciation Tracking
Electronic Delivery in pdf and Excel formats
Bookkeeping + Controllership
Detailed Analysis of Business Performance
Most Clients Pay
$850 - $1,500/Mo
What’s Included
Complete transactional level bookkeeping, and delivery of financial statements (non-attest)
Delivered quarterly within 15 days of quarter-end
Cash Basis Statement of Profit & Loss and Balance Sheet
Capital Asset and Depreciation Tracking
Industry specific KPI Tracking
Phone and email support throughout the year
Year-End Form 1099 Preparation and Filing
Electronic Delivery in pdf and Excel formats
Advisory Elite Fractional CFO
Superior Accounting Advisory
Most Clients Pay
$3,000 - $5,000/Mo
What’s Included ✅
Bookkeeping + Controllership and…
Financials delivered monthly within 10 days of month-end
Cash or Accrual Basis Statement of Profit & Loss, Balance Sheet, and Statement of Cash Flows
Rolling 13-week cash flow forecasting
Advanced KPI Tracking
Monthly Financial Budgeting & Forecasting
Sales and Use Tax Compliance Review
we offer clear, fixed pricing that is quoted ahead of time. you will never receive a surprise invoice when working with wealthpath cpa
how we're powered
wealthPath CPAs & Advisors is an elite tier intuit proAdvisor
