Accounting, Bookkeeping & Controller Services  

 

Accurate financial records are the foundation of every successful business. At Whitnah CPA, we provide reliable accounting, bookkeeping, and controller services designed to help businesses stay organized, compliant, and financially informed.

 

Our accounting solutions are designed to provide business owners with reliable financial information, improved operational visibility, and support for long-term business growth.

 

Our team assists clients with recording financial transactions, maintaining accurate books, reconciling accounts, organizing historical records, and preparing meaningful financial reports. We also help businesses establish efficient accounting systems, bookkeeping procedures, and internal processes tailored to their operations.

 

We are committed to delivering high-quality service while helping our clients comply with federal, state, and local financial reporting requirements.

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Why Professional Bookkeeping Matters

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Well-maintained accounting records provide business owners with timely and reliable financial information needed to make informed decisions. Strong bookkeeping practices help businesses:

• Monitor profitability and cash flow

• Maintain organized financial records

• Prepare for lender or investor requests

• Support tax preparation and compliance

• Improve operational efficiency

• Stay prepared for audits or reviews

• Better manage customer and vendor relationships

Whether you are a startup, growing company, or established business, accurate bookkeeping is essential to long-term success.

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Our Services

 

Essential Bookkeeping

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Starting at $450–$650/month

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Designed for:

• Very small businesses

• Solopreneurs

• Service-based businesses

Services include:

• Monthly bank reconciliations

• General bookkeeping support

• Monthly financial statements

• Quarterly bookkeeping review

Typical engagement includes:

• 1–2 bank and credit card accounts

• Limited monthly transaction activity

• Basic monthly financial reporting

Pricing depends on transaction volume, complexity, reporting requirements, and number of accounts.

 

Growth Business Package

 

Starting at $900–$1,500/month

 

Designed for growing businesses that require more detailed accounting support and financial reporting.:

• growing businesses

• multiple bank accounts

• payroll

• more reporting needs

Services include:

• Everything included in Essential Bookkeeping

• Accounts payable and receivable support

• Payroll coordination

• Monthly review meetings

• Budgeting assistance

• KPI and management reporting

• Multi-account reconciliations

• Lender-ready financial reporting

Typical engagement includes:

• Multiple bank and credit card accounts

• Moderate transaction volume

• Payroll processing coordination

• Enhanced monthly reporting

• Ongoing financial oversight and support

Pricing depends on transaction volume, payroll complexity, reporting requirements, number of accounts, and operational needs.

 

Advanced: Controller & Advisory Support

 

Starting at $1,500–$3,500+/month

 

Designed for organizations requiring higher-level financial reporting, strategic accounting support, and controller-level oversight.

Ideal for:

• Growing businesses

• Nonprofit organizations

• Construction companies

• Multi-entity businesses

• Businesses preparing for financing or expansion

Services may include:

• Controller-level financial oversight

• Cash flow and budgeting analysis

• Financial reporting oversight

• Internal accounting process improvement

• Board and lender reporting

• Audit and review preparation support

• Management and KPI reporting

• Coordination with tax professionals and lenders

• CPA advisory support

Typical engagement includes:

• Multiple entities or locations

• Higher transaction volume and operational complexity

• Advanced financial reporting requirements

• Ongoing budgeting and cash flow monitoring

• Lender, investor, or board reporting support

• Coordination with external accountants, lenders, or auditors

• Enhanced accounting oversight and internal process support

Pricing depends on organizational complexity, reporting requirements, transaction volume, number of entities, and advisory needs.

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Bookkeeping Review & Checkup

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Diagnostic Review Fee: $250–$500

 

This service is designed for businesses that want an independent review of their accounting records and bookkeeping processes.

We evaluate your books for:

• Accuracy

• Organization

• Compliance with accounting best practices

• Financial reporting quality

• Accounting workflow efficiency

Services may include:

• Account reconciliation review

• Financial statement review

• Process evaluation

• Internal bookkeeping recommendations

• QuickBooks review

Following the review, we provide recommendations to improve efficiency, organization, and financial reporting quality.

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Bookkeeping Cleanup & Corrections

 

Cleanup projects starting at $1,500 -$3,000+

 

We help businesses correct and reorganize accounting records that may be incomplete, inaccurate, or behind schedule.

This service is ideal for companies preparing for:

• Tax filings

• Financing requests

• Audits or reviews

• Investor reporting

• Business growth or transitions

Cleanup services may include:

• Catch-up bookkeeping

• Account reconciliations

• Correction of prior-period errors

• General ledger cleanup

• Financial record reorganization

• QuickBooks corrections

 

QuickBooks Setup & Training

 

Starting at $750

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• Simple setup: $750+

• Complex setup: $1,500–$3,000+

 

This one-time setup service helps businesses establish a strong accounting foundation and efficient bookkeeping workflows.

Services may include:

• QuickBooks Online setup

• Chart of accounts development

• Accounting workflow setup

• Initial bookkeeping process guidance

• Staff training and support

• Financial reporting customization

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Add-On Services 

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Additional accounting and advisory services are available based on your business needs, including:

• Payroll support

• Sales tax filings

• 1099 preparation

• Budgeting

• Cash flow forecasting

• Lender reporting

• QuickBooks training

• KPI dashboards

• Nonprofit grant reporting

 

Hourly Pricing

 

• Bookkeeping support: $95/hr.

• CPA advisory: $250/hr.

• CFO/financial consulting: $300/hr.