Find Your Best-Fit Subscription Plan
You didn’t start your business because you love bookkeeping and wanted to spend evenings reconciling bank accounts or worrying about tax deadlines. You started it to build something meaningful.
We provide the level of financial support you need to feel clear and confident about where your business stands each month, so you make the best decisions to grow your business.
Your business finances handled! Your time given back! Your business ready to grow!
Your accountant shouldn’t be someone you only hear from during tax season. Whether you are a new business owner or have years of experience, Kathleen Herrera CPA LLC will partner with you to evaluate your unique needs.
Our monthly subscription packages provide exactly the level of support you need today, with the flexibility to grow as your business grows.
Choose the level of support that fits your business for one predictable monthly investment.
Get A Free Initial Consultation
Contact us today to schedule a complimentary discovery meeting!
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Accountant-Level Support
EssentialsTax return preparation and compliance.
Personalized Pricing
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Controller-Level Support
GrowthBookkeeping, reporting, and financial insights.
Personalized Pricing
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CFO-Level Support
Strategic CFOYour outsourced financial executive.
Personalized Pricing
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| Business tax preparation | Included | Included | Included |
| Owner tax preparation | |||
| 1099 preparation | |||
| Personal property tax preparation | |||
| Depreciation schedules | |||
| Monthly bookkeeping | |||
| Monthly bank reconciliations | |||
| QuickBooks setup | |||
| QBO and payroll subscription | |||
| Tax planning / forecasting | |||
| Payroll processing | |||
| Priority tax scheduling | |||
| Quarterly financial review | |||
| Annual budgeting | |||
| Cash flow planning / pay bills | |||
| Strategic planning | |||
| Executive advisor | |||
| Communication | Email + Appointments |
Essentials
Tax return preparation and compliance.
Personalized PricingGrowth
Bookkeeping, reporting, and financial insights for greater clarity and control.
Personalized PricingStrategic CFO
Your outsourced financial executive. Planning, forecasting, budgeting, and strategic financial guidance.
Personalized PricingYour Business Finances Handled. Your Time Given Back.
Spend less time managing accounting responsibilities and more time leading the business you set out to build.
“If you are a small business and are looking for a trustworthy, dependable and highly detail-oriented CPA to support you in tax planning, tax preparation services, I recommend Kathy Herrera. Not only are her expertise and professionalism second to none, but she is a pleasure to work with – personable, knowledgeable and always responds to concerns we have in an expedient manner. Plus, I know she cares about my business which gives me the peace of mind to concentrate on running my business. I can count on Kathy to provide an objective opinion and advise on current and changing tax rules and offer the best recommendations for my business. Kathy is a trusted advisor who I often refer to family, friends and colleagues.”