Payroll Setup & Support
Payroll platform setup and implementation starting at $500, plus hourly payroll oversight, reconciliation, and accounting integration.
Payroll setup and supportIndustries · Service & Retail
CPA and CFO support for service and retail businesses.
Monthly accounting, tax preparation and planning, payroll setup, cash flow, pricing and margins, and growth planning for professional service firms, local service businesses, retailers, and multi-location, owner-operated companies across Pensacola and the Gulf Coast.
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Common Challenges
The finance problems most owner-operated businesses share.
Books behind and a tax-time scramble
Bookkeeping caught up once a year, so the tax return is late, the numbers are a surprise, and planning is impossible.
Pricing and margins by feel
Prices set from competitors or habit, with no margin analysis by service line, product, or location.
Payroll and sales tax out of step with the books
Payroll, sales tax, and the accounting handled separately and reconciled, if at all, at year end.
Locations without location-level reporting
Two or more locations reported as one, so a weak location hides behind a strong one.
Growth outrunning the finance function
Revenue growing faster than the owner's ability to see cash, margins, and the next hire.
Bank and landlord requests
Financial statements and projections needed for a loan, a lease, or a line of credit, on short notice.
How We Help
A finance function sized to the business.
We provide CPA-led monthly accounting starting at $300/month so the books are current, reconciled, and ready for decisions and for the tax return, with payroll and sales tax coordinated to the accounting rather than reconciled after the fact. Payroll setup and implementation starts at $500.
Pricing and margin analysis by service line, product, or location gives owners a real answer to what is making money. Multi-location businesses get location-level reporting on a consistent basis. Cash flow forecasting and budgeting turn growth from a strain into a plan.
Entity and owner tax preparation carries published starting fees, tax planning is hourly, and financial statements and projections for a bank or landlord are prepared when needed. Businesses that are starting up get their accounting, payroll, and banking workflows set up once, properly. When growth calls for ongoing financial leadership, fractional CFO advisory is the next step.
Relevant Services
What a service or retail business engages us for.
Tax Preparation
Entity and owner returns, trust and estate returns, tax planning, and notice assistance, with published starting fees.
Tax preparation and starting feesMonthly Accounting & Bookkeeping
CPA-led monthly bookkeeping, reconciliations, month-end close, and financial statements, starting at $300/month.
Monthly accountingFractional CFO Advisory
Ongoing financial leadership: cash flow, forecasting, KPIs, banking, and the decisions that shape the company.
Fractional CFO advisoryBusiness Advisory & Projects
Defined projects with a written scope and price: cleanup, systems, modeling, transactions, and special projects.
Business advisory projectsCommon Questions
Service & Retail questions.
We are a professional services firm. Is that a fit?
Yes. Professional service firms, agencies, practices, and consultancies are owner-operated businesses with the same needs: current books, clear margins by service line, planned taxes, and a view of cash. Healthcare practices have their own page because of our direct experience there.
Do you work with multi-location businesses?
Yes. Location-level reporting on a consistent basis, consolidated for the owner, is a normal part of our monthly accounting and fractional CFO work.
What does it cost to get started?
Tax preparation carries published starting fees. Monthly accounting starts at $300/month and payroll setup at $500, with the exact fee confirmed in writing after we review the books. Cleanup, planning, and projects are hourly or quoted by scope.
More Industries
Support shaped to other industries.
Next Step
Get the numbers current and the decisions easier.
A consultation on the books, the margins, the payroll, and what growth is asking of the business.
Individual tax prep online: 850 Tax (opens in a new tab). 850 CFO Online (coming soon).