High quality accounting services to drive transformation

Our goal is to provide comprehensive solutions to serve your small business with accuracy while enabling you to grow profitably.

full service

tax concierge

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accounting

Full Service

Our Full Service package is our comprehensive solution for bookkeeping, tax, and advisory. It provides the following:

  • 30-day onboarding with 2 meetings to gather information, create a tax plan, and meet our team
  • Bookkeeping via Xero
  • Monthly financial reports delivered to your inbox
  • Quarterly goal-focused meeting with your account manager
  • Unlimited email support
  • Quarterly estimated tax recommendations & tax planning
  • Access to our client portal & templates
  • Annual income tax preparation services (both personal and business taxes)

fill out our client interest form

Tax Concierge

Our Tax Concierge package includes a comprehensive level of financial and tax support, but does not include bookkeeping services. It includes the following:

  • Onboarding document gathering within our client portal
  • Quarterly goal-focused meeting with your account manager
  • Quarterly estimated tax recommendations
  • Unlimited email support
  • Access to our client portal & tax planning template library
  • Annual Income tax preparation services (both personal and business taxes)

fill out our client interest form

Frequently Asked Questions

What size businesses are these services best for?

Our services are geared for the business that is consistently making at least $10,000 per month in revenue OR one that has a healthy cash runway. We recommend that you keep your accounting fees at less than 5% of your revenue.

Do you provide a-la-carte consultations or tax returns?

No, we do not provide a-la-carte consultations or tax returns at the moment. To offer the highest quality service, we only offer 2 tiers – Full Service & Tax Concierge. If you think these packages could work for you, we do offer a complimentary 30-minute discovery call to chat a bit more. To get started and book your call, please fill out our Client Interest Form.

How do I hire you?

To get started, fill out our Client Interest Form so we can learn a bit more about your business. From there, we will be in touch via email to book a 30-minute discovery call with a member of our team via phone call or Zoom.

What are your cybersecurity policies?

At Gradient Accounting, cybersecurity is of the utmost importance to us. We have a stringent policy that all of our team members and contractors must follow which includes using a Virtual Private Network to securely access the internet, strong passwords and 2FA, and more. We also have a secure client portal to share any documents with personal identifying information, like tax returns. We take our policies very seriously.

How do you do taxes and bookkeeping remotely?

Using the latest cloud-based technology, we run a fully remote accounting firm. This is accomplished through (1) our client portal – which allows for electronic signatures on all tax documents AND (2) cloud-based accounting software partners like Xero, Quickbooks Online, and Gusto.

With all of our bookkeeping services, we prepare your financial reports on a monthly basis using our tech stack and deliver them directly to your email for review. During that time, we also collaborate with you using a software tool called Uncat to obtain descriptions for any transactions in which we were able to identify. The technology we use makes our monthly close process smooth and accurate.

Why do I need a bookkeeper or accountant?

Bookkeeping is a surefire way to make sure all of your expenses and revenue are recorded accurately for tax time. The more accurate your financials, hopefully, the less taxes you will pay at the end of the year. Also, the IRS requires it to prepare your tax returns in the event of an audit.

Besides the benefits at tax time, monthly bookkeeping provides you with a real-time snapshot of how your business is doing. This is a great way to track the ebbs and flows of your business and spot any potential overspending. 

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