Broker Check

We Love Month End, Saving the World Through Peace, Goodwill and Reconciliations…

We have learned from experience that small business owners are a unique group, especially in the early stages. Deciphering their entrepreneurial mindset routinely perplexes larger organizations looking to provide a service. Even though these owners may appreciate the need for a 3 or 5 year business plan the reality for them is more like a rough draft monthly plan. Typically, early stage businesses do not respond well to future “Return on Investment” messages or “Value Received” over time projections because they're looking to fix something right now.

Like all businesses they seek service first... 
They want the seller to understand their need and to be oriented on what they bought. They want to know what to do next, who to contact with questions, how to pay, how to receive additional services, how to add features and they want it all included within their service agreement. When received they will reward good service with their loyalty.

So, that’s a good thing... but it’s a two-way street. They will be loyal to service providers who are loyal to them. They’ll go out of their way to maintain the relationship because what they have learned about you is more comforting than what they don’t know about someone else. 

And more than anything, they want consistency... 
They’re looking for relationship builders. Don’t sell, listen because they're searching for a willingness to understand their concerns. 

So, here’s the question... in short, have we been describing your thoughts...? 
If yes, then in the time since you started your entrepreneurial journey has your internal bookkeeping, payroll or tax reporting become frustrating and time consuming? Have you been encouraged to find a good service that can assist you? What about strategic planning?

If you've put off that advice thus far, it generally means you’ve been spending most of your time growing your business and managing most roles yourself or with the assistance of a small staff. Now might be a good time for some research though, because now, you're involved with more than recording payables and receivables. Now, you’ll want to guarantee the security, power and continued success of your business.

Abacus provides remote services to all business entities, including home-based sole-proprietors, especially when they have employees or independent contractor staff recognized by the Internal Revenue Service. 

Our CPA led accounting teams provide bookkeeping, payroll, tax and advisory support. Abacus bookkeepers offer years of cloud-based multi-platform experience. We have bookkeepers certified on the following platforms... Quickbooks, Xero, Sage, and Patriot. Need advanced certifications on platforms such as NetSuite, SAP, or Great Plains... okay, just give us your requirements. Every client is provided with a single internal account manager to address their needs. You may interact with your account manager as necessary, however, quarterly CPA consultations are part of our normal process. 

Also, while every task bookkeeping completes is vital the financial health of your business and its ongoing operation are only fully achieved when business development and tax planning have been brought into the process.

We Offer an Hourly and Transparent Pricing Model...

The national average for CPA led services is between $150-$250 per hour, our price is $99.00 per hour and includes the following USA based professional services...

Dedicated CPA
Dedicated Internal Account Manager
All Bookkeeping, Payroll, Tax Work and Filings as Required
Business Formation Services w/ongoing Compliance Monitoring
Full Advisory Support (CFO Services)
Access to Small Business Administration (SBA) Compliant Development & Planning Software
A Free "Financial Wellness" Program for Your Employees

Still not convinced,
How about access to our team of investment or insurance professionals to develop and service employee benefit programs, plus much more...

When partnering with Abacus you'll access "Certified Executive Level" professionals with full support to oversee the bookkeeping/accounting and tax-related tasks while hopefully reducing salary and benefit costs as well. Still working with Excel spreadsheets, we can help select an appropriate software package.

Onboarding is easy...

You are matched with a CPA-led team offering the equivalent of in-house full-charge bookkeeping plus additional development and advisory support when required. You'll receive a firm quote for your recurring monthly tasks plus a menu of additional services available at your discretion. Non-routine accounting related tasks coming due during a specific month will be added to the monthly invoice when applicable and billed at the hourly rate.

We'll begin by reviewing whether clean-up work will be necessary. Clients must provide either an accountant's copy or access to their online platform. No migration of data is necessary when working within a preexisting subscription. Not using online bookkeeping software, we offer access to discounted subscriptions from each of the major providers. So simple, give us a call... 

**Service Disclosure**
Every client receives a firm quote for the recurring monthly tasks with their service agreement. You will be assigned to an experienced CPA led accounting & bookkeeping team. All bookkeeping, accounting, tax services and document preparation tasks are completed based on client records. Nothing will be added or deleted that would portray an inaccurate reporting of your business situation.