Benefits & Pricing

 

CPA Service at Bookkeeping Rates

Whether you’re a startup ready to make a move in your industry, an established enterprise looking to fine-tune your financial and operational efficiencies, or somewhere in between, WeDoBooks has a customized package and monthly price that is designed for your business.

Your business is not “cookie-cutter” so why would we treat you that way? We feel that every business has their own specific needs, and to offer a set of monthly price options without first getting to know your business better would be a disservice both to you and your business.

It is for that reason that we ask for you to inquire with us first (either by phone or through our site here) and schedule a face-to-face appointment with one of our Relationship Manager or CPA professionals in order for us to truly understand how we can custom tailor a solution to best serve you.

 

 

No matter which monthly package you fit in, you can rest assured that you will still receive all of the following benefits, even with our most basic package: 

 

logo Fixed Monthly Fees

Customized to your needs and easily budgeted.

logo Dedicated Bookkeeper

We make it a priority to understand your business.

 

logo Dedicated Relationship Manager

One contact for all your accounting needs. Same day call-back guarantee.

logo Dedicated Team of CPAs

Unlimited consultation with industry specialists. No hidden fees.

 

logo Monthly Financial Statements

Track your financial performance. Monthly pick-up/drop-off as necessary.

logo Quarterly Financial Analysis & Client Education

Discover hidden clues for improvement.

 

logo CPA Firm Professionalism

Peace of mind that your work is done right the first time and your data is secure in the hands of State Board of Accountancy screened and approved professionals with over 30 years of experience.

logo Local Office Locations

All across California and expanding.

 

Expanded Service Offerings

Additionally, because we are an all-inclusive and State Board licensed CPA firm, we offer the following extensive suite of services, should we determine your need for any of these after our initial consultation:

 

logo Live Payroll Services

Pay yourself and your employees online with a few clicks. Includes free direct deposit.

logo Business License, Sales & Use Tax, Business Personal Property

Avoid late filing and payment penalties.

logo Income Tax Planning & Preparation

Keep more money. Minimize your tax burden. Both business and personal plus state and federal quarterly estimated tax payments.

logo County & City Taxes

We can help minimize any tax you may owe to these various other local agencies.

logo Forecasting & Budgeting

Know where you’re headed so you stay in control.

logo Annual State Corporate Reporting

Avoid huge penalties for incompliance.

logo Extensive Business Tax Credit Analysis

Maximize tax savings and advantages.

logo Accounts Payable

Complete A/P solution to issue checks and make sure your vendors are paid on time.

logo Inventory Tracking

Account for inventory properly and in a tax-advantaged way.

logo Workers’ Compensation Insurance Audit Representation

So you don’t have to!

logo Accounting Staff Training, Supervision, and Support

Save money by being efficient and staying efficient with your staff.

logo Cash Flow Monitoring, Risk Assessment, Internal Controls, and much more!

All under one roof. Keep it simple.

 

Frequently Asked Questions

 

What if I have work to catch up on?

A Relationship Manager or CPA can go over the backwork process with you during your free initial consultation, and provide you with a checklist of documents needed to make it easy to get you caught up fast.

 

How do I access my data?

We offer a variety of options for viewing and interacting with your data, from local software installation to cloud-based hosting solutions. Based on your needs, we will customize the best solution for you.

 

I’m just getting start. I don’t have much activity as I begin to ramp up my business. Can you still help me?

Of course! We work with businesses of all sizes, which is why we also offer a quarterly pricing option, so be sure to ask us about how we can custom-tailor a quarterly package for you to start off with. As your business grows we’ll be there to adapt to your ever-changing needs and can always re-assess at any point how we can best serve you.

 

Any other questions?

We’re sure you have plenty more. And that’s a good thing! Which is why we would like to meet with you to go over all the details and answer any questions you have.

 

CLICK HERE NOW TO SCHEDULE A FREE NO OBLIGATION CONSULTATION

 

Or give us a call at 805.322.1065 and ask to speak with a WeDoBooks Representative.

Contact Us

WeDoBooks HQ, Inc.

Phone: 805-322-1065

Fax: 805-419-5672

Email: Click Here

WeDoBooks HQ, Inc, is a related company to the firm of Michael DiSabatino, CPA