Full Service Accounting

Heath Stafford CPA’s Flat Fee Approach eliminates the need to coordinate multiple accounting and tax service providers.

When it comes to accounting and tax services, Heath Stafford’s Flat Fee Approach eliminates the need to coordinate multiple accounting and tax service providers. This convenient, efficient, and comprehensive approach gives franchise operators and business owners peace of mind knowing their accounting and tax needs are not just met but handled 24/7 with expertise and accuracy – for one annual fee.

Our Flat Fee Approach can help overcome the burden of accounting, bookkeeping, year-round tax planning, and compliance that small to mid-size businesses and franchisees often struggle to manage on top of running a business. With this accounting services model, Heath Stafford, CPA, PLLC becomes your trusted accounting department and tax advisor, so you can get back to the business of running your business.

We offer this all-in-one accounting and tax services package with a strategic approach that utilizes various technology-based tools so that you can reduce the time you spend on the books and focus on what’s important to your business – growing and thriving.

The Flat Fee Approach is offered in three tiers, depending on the level of service your business requires.

Level 1: Full Service Approach

This is the complete package for businesses that need help in all financial areas, from day-to-day to year end. This plan includes the following services:

Transaction Entries and Accounts Reconciliation
Month End Closing and Reporting
Accounts Payable
Accounts Receivable
Sales Tax Reporting

Level 2: Check In Approach

Our Check In Approach focuses on providing multiple touch points throughout the year to ensure your business is on the right track and ensure opportunities for tax savings are not overlooked and financial goals are within reach. This plan includes the following services:

Quarterly review of books to identify any additional tax savings strategies to implement and to confirm books are in order for tax-ready financial statements
Quarterly meetings to go over any questions or concerns regarding your finances

Level 3: Adjusting Entries and Reporting Approach

This approach is focused on providing accurate data for tax reporting and owner financial review purposes. It provides expert financial oversight to ensure your books are in order and ready to support seamless reporting. This plan includes the following services:

Adjustment Entries
Month End Closing and Reporting

Whether you need comprehensive accounting and financial support, periodic check ins to ensure you’re on track to achieve business financial goals, or expert oversight to ensure your books are in order and report-ready, we have the solution that’s right for you.

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