Your Financials Are The Story of Your Business. Do You Know What They’re Telling You?
We help small business owners like you implement effective financial processes so you can understand your numbers and grow your business.
Monthly Accounting & Tax Packages
Essentials
$645/month
One-time onboarding fee of $950 
Includes:
- Strategy Sessions (2)
- Client Setup
- Evaluation and re-tooling of existing accounting systems
- Goal setting
- Compliance evaluation
- Assist in QBO company setup
- 1 location, 1 entity, 1 state
- Monthly financial reports
- 1 Bank & 1 Credit Card reconciliation
- Business Tax Return Filings
- Semi Annual Tax Planning Call
- Client Tax and Business Questions included
*Client QBO subscription required
Extras:
Payroll 1-7 emp $95-$110 per run
- Most Popular -
Growth
$895/Month
One-time onboarding fee of $1900
Includes:
- Strategy Sessions (2)
- Client Setup
- Evaluation and re-tooling of existing accounting systems
- Goal setting
- Compliance evaluation
Everything from Essentials, plus:
- 2 Bank and 2 Credit Card Recs
- Financials maintained in QBO
- Up to 2 locations and 1 State
- 1 Entity
- Sales Tax Filings
- Client Tax and Business Questions included
Extras:
Payroll 8-15 emp $145 - $215 per run
Complete
Call for Custom Quote
Everything from Essentials
& Growth, plus:
- Multiple Entities
- Multiple States
- Multiple locations
- Semi-monthly strategy calls
- Ongoing QBO assistance
- Customized Reporting
- Specialty Tax filings
Extras:
Customize your payroll solutions
*Packages are customizable and prices may change based on your business’s needs.
Monthly Cost Estimator
The monthly fee includes bank and credit card reconciliations, financial statement preparation and annual corporate tax return preparation and filing. Two tax planning meetings per year are included and reasonable consulting on business advisory questions answered throughout the year. Payroll is an additional service. Other services are provided at additional cost. This is an estimate only.
Corneliuson & Associates
Full-Service Accounting Plan
Determine Fit
Tell us about your business and get your questions answered so we can explore working together.
Onboard & Get Organized
We’ll establish a solid foundation by cleaning up your books and implementing a plan going forward.
Earn More, Keep More
We help you stay on top of your finances through proactive reporting, planning, and advisory check-ins.
Frequently Asked Questions
We specialize in working with small and medium-sized businesses – primarily closely held private corporations. Our average business does around $1MM per year in revenue and has 7-9 employees.
At a minimum, we want to meet with you at least twice a year either at your business or at our offices. The primary purpose of the meeting is to do tax planning and to review the performance of the business. We will meet at other times for specific issues or circumstances, and of course we also reach out via phone and email regularly.
We do not provide specific investments or investment services. However, we can recommend and coordinate with other professionals the best retirement or profit sharing plan to meet your near and long term goals.
You will work with a seasoned Accounting and Tax Manager and Staff Accountant. You may also work with a Payroll Specialist if you are using our payroll services.
A recent bank statement, or a statement of profit or loss, or a recent tax return for the business. Any or all of these can be helpful in making a meeting as efficient as possible for you.
Yes, we are QuickBooks Certified ProAdvisors and have extensive experience with all versions of QuickBooks from QBO to Enterprise. Upwards of 80% of our clients use QuickBooks in some fashion of their business.
Our Small Business Service Package takes that burden from you. We can tailor the service to allow you to focus on your customers and clients. We also work well with administrative staff in a business where they might not be as well rounded as you would like, but can perform basic data entry duties or pay bills. We can take it from there.
A full service accounting business brings you the benefits of a coordinated effort, efficiency, and good communication of information. You don’t want to hear that you need to speak to someone else to get a question answered or a matter resolved. We just take care of it.
We certainly aren’t the least expensive accountants out there. However, we aren’t expensive either. Generally, if your business is incorporated and has more than $200,000 in annual revenue and your revenues are steady or growing, we can be a good fit.
Typically, we are looking for ways to save you in taxes, give you good advice to save you in costs, or give you ideas to help you make more money. Sit down with us, and in 15 minutes or so, we can get you a pretty good idea of costs. If it makes sense, we will work a detailed proposal specifically for you.
If we decide together that it makes sense for us to work with you, you will know your annual costs up front. We break that cost into 12 monthly installments for budgeting, and there are not additional surprise costs.
The traditional alternative is for a CPA to bill hourly for meetings and phone calls at a rate of $150-$250 per hour, which often generates surprise bills and a reluctance to talk to your accountant.
From Erik S.