Bookkeeping plans built with you in mind

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Core

For businesses that want clean, accurate books without the extras. Get monthly bookkeeping that keeps you tax-ready and compliant.

Starts at

$

399

/mo

  • Dedicated bookkeeping team
  • Accounting software setup
  • Chart of accounts (standard)
  • Monthly bookkeeping
  • Cash accounting
  • Monthly P&L and balance sheet based on your bank and credit card activity
  • Month-end close management
  • Year-end package for your tax preparer
  • Standard support
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Best for businesses that require standard compliance and reporting.

Growth

For businesses that rely on books to make operational decisions. Get insights and reporting that your partners, lenders, and investors expect.

Starts at

$

549

/mo

  • Dedicated bookkeeping team
  • Accounting software setup
  • Chart of accounts (custom)
  • Monthly bookkeeping
  • Cash or accrual accounting
  • Monthly P&L and balance sheet based on your bank and credit card activity
  • Month-end close management
  • Year-end package for your tax preparer
  • Priority support
  • Dedicated account manager
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Best for growing businesses that need enhanced monthly insights.

Scale

For businesses seeking a complete back-office solution. Get books to power your operations on a customized plan with only the services you need.


Custom

  • Everything in Core or Growth
  • Weekly or daily bookkeeping
  • Monthly P&L and balance sheet enriched with data from all your tools and systems
  • Job costing, project tracking, & class tracking
  • Income tax filings and tax planning
  • Payroll administration
  • Vendor payments
  • Spend management
  • Sales tax management
  • CFO advisory, financial planning, and fundraising support
  • Custom KPI and metrics reporting
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Best for businesses that need weekly financial insights, custom advisory, and process optimization.

Have more questions? Check out our FAQs

Steven Rutherford CPA

After interviewing several firms and practitioners, I decided to affiliate with SDO CPA.  Their team grew their tax & accounting knowledge at KPMG, multiple family offices, and Tax Management experience with EY LLP in Dallas, Texas. They bring a wealth of tax and accounting knowledge.

Steven rutherforD, CPA

Why we're different

There’s a reason that companies like yours are switching to us

1.

The most tech-forward

We have the best combo: a team of finance experts paired with the top tech-forward accounting & finance software.

The result? A seamless experience you'll love as it'll save you time and keep you on top of everything.

2.

The most experienced

We’re trusted by hundreds of companies because we’ve helped countless companies achieve success.

We understand the special challenges of growing a business and have the expertise you need to reach your goals.

3.

The most scalable

We’re the last accounting firm you’ll ever need to hire.

We support tiny startups and large companies, so we've got you covered no matter how your needs evolve.

Additional Services

CFO Advisory
  • Business and Financial Plans
  • Profit, Cost, and Margin Analysis
  • Capital Deployment Strategy
  • Projections and Forecasts
  • Entrepreneur Coaching
  • Performance Reports
Starts at

$1,499/mo

Tax Preparation & Planning
  • Business and Individual Taxes
  • Profit Sharing 401(k) Planning
  • Tax Planning
  • R & D Tax Credit
Pricing starts at
Business

$999

per filing
Individual

$400

per filing
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Payroll & HR
  • Full-Service Filings
  • W-2’s and 1099’s
  • PTO and Time Tracking
  • Workers Comp Insurance
  • Direct Deposit
  • Medical Benefits & 401k
  • Certified HR Experts
  • Department Mapping
Starts at

$299/mo

1099, Sales and Use Tax
  • Sales & Use Tax Compliance
  • Refund Review Services
  • Exposure Mitigation
  • Taxability Research
  • Exemption Analysis/Management
  • 1099-NEC/MISC/INT/OID etc.
Starts at

$75

per filing
Back-Office
  • Invoicing and Bill Pay
  • Inventory Management
  • Spend Management
  • Expense Reimbursements
  • Payments
Starts at

$199/mo

See what SDO CPA
can do for you

Get the peace of mind from partnering with our experienced finance team.

Contact Us