Everything you need to know about our services, pricing, and process — all in one place.
AccounteraPro is a full-service virtual accounting firm serving US businesses of all sizes. We handle bookkeeping, tax planning & preparation, payroll, financial reporting, virtual CFO services, and financial consulting — everything you need to manage your finances professionally, without hiring a full in-house team.
Not at all! We're a fully virtual firm serving clients across all 50 US states. Everything is handled securely online — from document sharing to video consultations. You'll have a dedicated accountant and CPA reviewer assigned to your account, reachable by email, phone, or video call.
We work with all major accounting platforms:
If you're not currently using software, we'll recommend and set up the right platform for your business — usually QuickBooks Online or Xero.
We guarantee a response within 2 business hours for all standard inquiries. For urgent matters, our dedicated client portal allows you to flag time-sensitive items. You'll also have scheduled monthly check-in calls with your assigned CPA.
We serve businesses at every stage — from solo founders and freelancers to established companies with 100+ employees. Our tiered packages are designed to scale with you, so we grow alongside your business. Our sweet spot is companies with $200K–$10M in annual revenue.
Our bookkeeping service covers everything needed to keep your books accurate and current:
Our Virtual CFO service provides executive-level financial leadership without the full-time cost. It includes strategic financial planning, budget vs. actual analysis, cash flow forecasting, KPI dashboards, investor reporting, board presentation support, and monthly strategy calls with a senior CPA.
Yes. We process payroll in all 50 states and handle all associated tax registrations, filings, and compliance requirements. We also process year-end W-2s and 1099s, and can manage benefits deductions, garnishments, and PTO tracking.
Absolutely. Catch-up and cleanup bookkeeping is one of our most common engagements. We can reconstruct books going back several years, prepare overdue tax returns, and get you fully caught up — all with a clear, transparent fixed-price quote upfront.
Yes. We prepare federal and state tax returns for all entity types (sole proprietor, partnership, S-Corp, C-Corp, LLC) as well as personal 1040s for business owners. We can also handle estate, trust, and nonprofit returns.
We offer flat-rate monthly packages based on your business size and service needs. There are no hourly billing surprises. Our pricing is determined during your free consultation based on transaction volume, number of entities, employees, and services required. All packages include your dedicated accountant and CPA reviewer.
No hidden fees and no long-term contracts. We operate on a month-to-month basis — you can upgrade, downgrade, or cancel anytime. We earn your business every month through results and service quality, not lock-in clauses.
Yes — and we highly encourage it. Book a free 30-minute consultation and we'll give you a precise, fixed monthly quote with no obligation. We'll review your current books and explain exactly what you're getting and at what cost before you sign anything.
Book Your Free ConsultationYes. We offer discounted starter packages for early-stage startups (under $500K revenue) and special pricing for 501(c)(3) nonprofits. Mention your status during your free consultation and we'll tailor a package accordingly.
Most clients are fully onboarded within 5–7 business days. This includes migrating your data, connecting your bank accounts and software, setting up your real-time dashboard, and introducing you to your dedicated accountant and CPA reviewer.
We'll guide you through everything, but typically we need:
Our onboarding team will walk you through a simple checklist via our secure portal.
Yes, and we make it easy. We handle the transition completely — requesting records from your previous accountant, migrating your data, and ensuring there's no gap in your financial coverage. Most transitions are completed within one week with zero disruption to your business.
Yes. Every client is assigned a dedicated accountant who handles your day-to-day needs, plus a senior CPA reviewer who ensures accuracy and handles complex questions. You'll communicate with the same people every month — no call centers, no ticket queues.
We take a proactive, year-round approach to tax strategy — not just filing at year-end. This includes entity structure optimization, retirement plan contributions, Section 179 expensing, QBI deductions, cost segregation (for real estate), R&D credits, and timing of income and deductions. Every client receives a personalized tax strategy memo each year.
We maintain audit-ready books at all times. If you do receive an IRS notice or audit, we represent you directly, prepare all required documentation, and communicate with the IRS on your behalf. Audit representation is available as a standalone service or included in higher-tier packages.
Yes. We calculate your quarterly estimated tax obligations (federal and state), remind you of deadlines, and can process payments on your behalf. We also adjust quarterly estimates throughout the year based on your actual business performance to avoid over- or under-paying.
Absolutely. Many of our clients own multiple businesses or LLCs. We offer bundled multi-entity pricing and can handle consolidated reporting, intercompany transactions, and tax planning across all your entities — giving you a unified view of your total financial picture.
We use bank-level 256-bit encryption for all data in transit and at rest. Our secure client portal (built on SOC 2 Type II certified infrastructure) is used for all document sharing. We never store your bank login credentials — we use read-only API connections through Plaid or direct bank feeds.
Only your dedicated accountant, your CPA reviewer, and senior leadership (in cases of complex review) have access to your data. All team members sign NDAs and are subject to strict data handling policies. We never share client data with third parties for any purpose other than required IRS/state filings.
Yes. For healthcare clients, we sign Business Associate Agreements (BAAs) and follow all HIPAA requirements for handling protected health information. Our healthcare accounting specialists are trained in the specific compliance requirements of the medical industry.