Business Accounting Services
Client Service Tiers
Bronze Tier
Most Clients Pay
$150-$300/Mo
Annual Clean-up
What's Included ✅
Bookkeeping clean-up services including adjusting journal entries (as necessary), and delivery of financial statements (non-attest).
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Delivered annually within one month of year-end
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"Tax Ready" Financial Statements for maximum tax savings
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Cash Basis Statement of Profit & Loss and Balance Sheet
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Capital Asset and Depreciation Tracking
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Electronic Delivery in pdf and Excel formats
Silver Tier
Most Clients Pay
$850 - $1,500/Mo
Bookkeeping Plus
What's Included ✅
Complete bookkeeping service, and delivery of financial statements (non-attest)
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Delivered quarterly within 15 days of quarter-end
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Cash Basis Statement of Profit & Loss and Balance Sheet
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Capital Asset and Depreciation Tracking
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Semi-Annual business check-in discussions
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Phone and email support throughout the year
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Year-End Form 1099 Preparation and Filing
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Electronic Delivery in pdf and Excel formats
Gold Tier
Most Clients Pay
$3,000 - $5,000/Mo
Advisory Elite
What's Included ✅
Everything included in the bronze and silver tiers and...
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Financials delivered monthly within 10 days of month-end
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Cash or Accrual Basis Statement of Profit & Loss, Balance Sheet, and Statement of Cash Flows
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Quarterly business check-in discussions
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Semi-Annual business strategy sessions with KPIs
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Quarterly Financial Budgeting & Forecasting
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Sales and Use Tax Compliance Review
Tax + Accounting Discount
Clients who engage WealthPath for both business accounting and business tax services receive enhanced strategic value through fully integrated financial and tax planning. Because we maintain accurate, up-to-date books throughout the year, we’re able to deliver deeper analysis, stronger recommendations, and more proactive tax strategies. As an incentive to take advantage of this elevated level of service, Silver tier clients receive a 10% discount on Silver and Gold Business Tax services, and Gold tier clients receive a 15% discount on Silver and Gold Business Tax services.
Discover the Value of Full-Service Accounting Advisory
Hesitant about moving forward? It may help to step back and evaluate your current approach. Our Business Accounting Checkup is a short, guided assessment designed to highlight gaps, missed opportunities, and areas where full-service accounting advisory could make a meaningful difference. This tool is designed to help you gain clarity on whether your current provider is truly supporting your needs, or simply producing financial statements.