Accounting/Tax Compliance
Accounting and CFO Services
Fates, Bodily, and Parker PLLC
Accounting/Tax Compliance
exceptional

We provide personalized business accounting and financial management services for small- and mid-sized companies.

Packages

Tax & CFO Advisory Support Level - 1
$675/month
Timeframe: 12 months

Our team of expert CPA's will provide strategic analysis to improve your tax position and answer questions

Our support for this level will include:

  • Tax planning & prep

  • Semi-annual meeting with a CPA team member

  • Balance sheet review

  • Bookkeeping assistance

Tax & CFO Advisory Support Level - 2
$1,475/month
Timeframe: 12 months

For businesses seeking to accelerate their growth, our level 2 package brings deeper financial analysis and planning support to build a roadmap that enables you reach your goals.

You get all of the support offered in level 1 plus:

  • Quarterly strategic planning and advising meeting from a CPA partner

  • Monthly reconciliation and bookkeeping

  • Budgeting and profitability analysis

About Fates, Bodily, and Parker PLLC
Accounting
exceptional
Fates, Bodily and Parker is committed to your success. We make it our business to know your business well enough to improve your tax position, capital position, business structure and benefits packages, acquisition potential, and much more. Our organization is built on diverse experience, fresh perspectives, and the foundation and legacy of the long-standing firm McBeath, Fates,& Ivers from which our journey began. We’ve grown our team to 11 CPAs and have invested in new technologies and office renovations to facilitate even more collaboration and idea sharing with our clients.
Company Experts
Tom Parker
Partner
Tom Parker has been advising closely-held businesses on tax planning, mergers and acquisitions, cash flow projections, gift and estate planning, and state and local tax matters since 2011. He works with clients in a wide range of industries including construction, manufacturing, health care and professional services, and real estate.
["Accounting"]
Tyler Fates
Partner
Tyler Fates has experience in tax planning and tax service for closely held companies and their owners. He also has experience in financial statement audits and reviews, as well as performing CFO services to his clients. The variety of industries his clients are in include manufacturing, wholesale, professional services, real estate, non for profits, and small government entities.
["Accounting"]

Project Phases

Overview

We will work together on a quarterly basis to evaluate your business financial statements and make informed decisions based on trusted data.

1. Initial financial review
We will begin with an initial review of your profit loss statement, balance sheet, & prior tax return to understand your current position and accuracy of your financial data.
2. Continued Quarterly Financial Planning Meeting
After establishing a baseline of your tax and financial position, we will determine what work is required to ensure the accuracy of your financial data and assist you with tax planning and define ways to improve profitability.

Scope

Overview

Fates, Bodily, & Parker brings a 1:1 personalized approach to business accounting and financial planning. We know most small- and mid-market companies can't afford a full-time CFO; we seek to fill that void and provide companies with the financial clarity and tax advantages they need to grow their business.

What Is Included:

  • One dedicated meeting each month with a CPA team member

  • Support that ensures the accuracy of your financial statements

  • Balance sheet review and strategic recommendations

  • tax planning and preparation

from
$675
/month
Select Package
Tax & CFO Advisory Support Level - 1
$675/month
Timeframe: 12 months

Our team of expert CPA's will provide strategic analysis to improve your tax position and answer questions

Our support for this level will include:

  • Tax planning & prep

  • Semi-annual meeting with a CPA team member

  • Balance sheet review

  • Bookkeeping assistance

Tax & CFO Advisory Support Level - 2
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