Bookkeeping, Tax Strategy, & Year-Round CPA Guidance - Built for Your Childcare Business

Work directly with a CPA who oversees your accounting, helps you understand your numbers, proactively plans for taxes throughout the year, and helps you make informed business decisions.

Childcare finances can get complicated quickly—from payroll and tuition collections to subsidy payments, vehicles, owner compensation, and the financial decisions that come up throughout the year.Our monthly service brings those pieces together through CPA-led bookkeeping, proactive tax strategies, and ongoing review of your business performance—so you can see what’s happening, what needs attention, and what may affect your cash flow, profitability, or taxes.

Price - $650/month*

*$650/month applies to childcare businesses within our standard service scope, explained below. If your needs fall outside that scope, we’ll recommend the service option that best fits your business.

What's Included for $650 per Month:

  • Monthly bookkeeping & financial statements

  • CPA review of your accounting - including payroll accounts, fixed assets, owner distributions, and other key accounting issues

  • 30-minute monthly CPA strategy meeting - discuss your financial results, tax planning, questions, goals, and upcoming business decisions

  • Financial performance review - understand what's changing, what needs attention, and whether your business is moving towards its goals

  • Proactive tax strategies throughout the year - identify, evaluate, and implement tax strategies that fit your business

  • Quarterly federal income tax projections and estimated payment calculations

  • Annual federal income tax preparation for your childcare business and owner personal tax return, as applicable within the standard service scope

  • Childcare-specific deductions to help identify expenses that may qualify as business deductions, so you know what expenses may be deductible throughout the year

  • 1099 preparation and e-filing

  • Year-round CPA guidance for financial and tax decisions that come up in your business

Throughout the year, we proactively review your financial information and bring important accounting, financial, or tax issues to your attention before they become surprises.

Tax Strategies Are Included

We don't wait for you to ask about tax strategies. Included in your monthly service, we proactively evaluate tax strategies and implement the ones that fit your business.

Strategies we may evaluate include:

  • Hiring Your Children and Spouse

  • Augusta Rule

  • Accountable Plans

  • Expense Timing Strategies

  • S-Corporation Reasonable Compensation

  • Vehicle & Other Depreciation Strategies

  • Additional Tax-Saving Opportunities Based on Your Specific Situation

Is This Right for Your Childcare Business?

You’re ready for more than accurate books and once-a-year tax preparation. You want a CPA involved throughout the year—helping you understand the numbers, plan ahead on taxes, and recognize financial issues or opportunities before they catch you off guard.

  • You want your bookkeeping handled for you - not another financial task added to your plate.

  • You want tax strategies included - not sold as a separate add on service.

  • You want to know where you stand with taxes before tax time arrives.

  • You want to understand what your numbers mean and whether your business is moving toward your goals

  • You want regular access to a CPA who understands your business and can help you think through financial and tax decisions

What does the $650 service typically fit?

This package was built for childcare owners who don’t want to handle their own bookkeeping but don’t need full CFO-level services either. It’s the space in between — CPA-led accounting, proactive tax strategy, and year-round financial oversight in one relationship.This service works best for childcare owners who value a proactive relationship and provide requested information on time so we can help you stay ahead.This package is typically a good fit for a childcare business with one primary business entity, generally around 300 transactions per month, up to four bank or credit-card accounts, and standard business and individual federal tax needs.Have multiple locations, higher transaction volume, or more complex needs? We can recommend a service package that fits your business.

Common Questions

What if I already do my own bookkeeping?

We also offer CPA review, tax planning, and advisory options for childcare owners who maintain their own books. We'll help determine which service level best fits your needs.

Are state and local tax filings included?

Due to the complexity and variation of state and local requirements, state and local filings are not included in the standard $650 monthly package and are priced separately based on the filing and complexity.

Do you process payroll?

Yes. Payroll processing is available and priced separately. The $650 monthly package includes CPA review of payroll to help ensure it is recorded properly, owner compensation is handled appropriately, and payroll is properly considered in your tax strategies and tax projections.

What if my bookkeeping needs cleanup?

No problem. Our firm specializes in bookkeeping cleanup. We’ll review your books and let you know the cost in advance.
Accurate, up-to-date books are necessary for us to properly prepare tax projections, evaluate and implement tax strategies, and provide the other services included in your $650/month package.

Already have a bookkeeper or tax preparer?

That's okay. Many business owners come to us because they want more proactive CPA involvement throughout the year. We'll help make the transition to our firm smooth for you.

Ready for More?

More than bookkeeping. More than tax preparation. More access, more proactive guidance, and a CPA who understands your childcare business.