Aware CPA

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Financial Awareness. Expert Guidance.

Find a package that fits your needs below. The packages are designed to provide an entry point for all levels of service. We’re here to help whether you want controller-type work or basic bookkeeping done for your tax returns. All packages are provided by a reliable, responsive, and knowledgeable CPA with over a decade of experience.

Essentials

An average client* pays between $250 - $400 per month
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  • Reliable, Responsive, And Knowledgeable CPA
  • Quarterly Transaction Categorization
  • Quarterly Bank, Credit Card, and Loan Reconciliations
  • Quarterly Reporting Package Delivered - P&L, Balance Sheet
  • Financial Statements Ready For Taxes
  • Chart of Accounts Management
  • E-Mail Support
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Enhanced

An average client* pays between $500 - $800 per month
USh
  • Everything In Essentials, Plus...
  • Monthly Transaction Categorization
  • Monthly Bank, Credit Card, and Loan Reconciliations
  • Monthly Reporting Package Delivered - P&L, Balance Sheet, Cash Flows, AR Aging, Month-To-Month Comparisons
  • Monthly Key Performance Indicator (KPI) Tracking
  • Year-End Forecast
  • 1099 Filings
  • Priority E-Mail, Zoom, And Phone Support
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Elite

An average client* pays between $1,500 - $2,000 per month
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  • Everything In Enhanced, Plus...
  • Weekly Transaction Categorization
  • Monthly Financial Review And Forecast Meeting
  • Annual Budget Setting Meeting
  • Monthly Budget Vs Actual Variance Analysis
  • Accelerated Monthly Close
  • Monthly Custom Reporting
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*An average client has two bank or credit card accounts and does approximately 75 transactions per month. The average client works with financial institutions and payroll providers that provide seamless integrations with their bookkeeping platform. 

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