Accounting & tax for privately held businesses

The return, the books, or the whole department.

Some clients hand me their whole accounting function for less than one bookkeeper costs. Others just need the returns done right. I do both.

Licensed CPA, ex-KPMG, USC master's in data analytics. I do the work myself.

Start here, at no cost

Take one before you hire anybody. Free, and you keep the findings.

Free · No obligation Tax return review

Last year's returns, read the way I would read a new client's. I write up what was missed.

What it covers Free · No obligation Financial review

Your books, and a straight answer on what your numbers can and cannot tell you.

What it covers
Who I work with
  • Professional services & agencies
  • Construction & the trades
  • Multi-location spas & service businesses
  • Retail & e-commerce
  • Real estate & rentals

Owner-run companies, single or multi-entity. Multi-location work gets margin reported per location, not blended into one number. Construction has its own page, because job costing changes how the books have to be built.

What each package includes

Priced on scope, not hours. Thirty minutes to scope it, then a fixed price in writing.

Outsourced accounting Flat monthly fee · No hourly billing
Ledger The whole department, without the tax work.
  • Daily bookkeeping & reconciliations
  • Books closed monthly on a set calendar
  • AP, AR, payroll & sales tax
  • Monthly financial statements
  • Email answered same day
Ledger + Tax (most clients) Books and tax under one roof, on one fee.
  • Everything in Ledger
  • Business return, all entities
  • Owners' personal returns
  • Quarterly planning & estimates
  • Quarterly call with your CPA
  • Entity & owner comp strategy
Full Function Books, tax, and a CPA in the room every month.
  • Everything in Ledger + Tax
  • Monthly review meeting
  • Budget, forecast & cash planning
  • Location or unit economics reporting
  • Lender reporting packages

Scoped on transaction volume, entity count, and the state of the books. Multi-entity, multi-location, and inventory-heavy work takes more hands.

Tax only Flat fee, quoted before I start
Individual A personal return, prepared and reviewed.
  • Form 1040, federal and one state
  • Wage, investment, and rental schedules
  • Prior year checked for anything missed
Business & individual The entity and the owner behind it, filed together.
  • 1120-S, 1065, or 1120, plus one state
  • K-1s issued on time
  • One owner's personal return included
  • Books checked for tax-readiness first
Business, owners & planning Compliance plus the decisions that change the bill.
  • Everything above, all owners included
  • Quarterly estimates off actual results
  • Mid-year and pre-year-end planning
  • Entity & owner comp strategy
  • Timing on equipment and distributions
  • Notices answered by me
  • Your CPA reachable all year

Extra entities, states, and owner returns priced per return. Clean-up quoted separately. No audits, reviews, or other assurance work.

Common questions

The things owners ask me first.

Do I have to change software?
No. I work in whatever you already run, QuickBooks most often.
My books are a mess. Is that a problem?
Normal starting point. Clean-up is quoted separately and up front.
I already have a bookkeeper.
Plenty do. Sometimes the fix is a restructure yours can run, and I will say so.

All the questions, answered straight

See what it would cost you.

Thirty minutes, a real price in writing, an honest answer on fit. Or send last year's return and I will review it free.

Book a 30-minute call Prefer email? hello@stewardcpas.com