McGuinn CPA provides full-service bookkeeping, accounting, and CFO services for non-profits and small to mid-size businesses. Dan McGuinn has over 15 years of accounting and financial management expertise, working for Big 4 firms, small businesses, and non-profits.
Our services are tailored to meet you unique needs, providing comprehensive plans that deliver value without overselling. The Basic Plan provides basic bookkeeping services, with monthly transaction coding and reconciliation, ensuring your books are complete and accurate. The Plus Plan adds monthly financial statements and meetings to review your financial performance. For the highest level of support, the Preferred Plan adds strategic CFO services, IRS filings, full-service financial statement audit support, and customized financial reporting.
The table below summarizes our offerings. Please note that a tailored bundle of services can be developed for customers with unique circumstances. We also offer “catch-up” services if you have fallen behind on bookkeeping and need to finalize prior periods. Contact us for a quote.
Basic Plan
$1,200/month
- Record and categorize transactions for general ledger and Schedule C.
- Monthly close
- Monthly reconciliation of account balances (up to 5 accounts).
- One monthly meeting /call to review financial performance
Plus Plan
$2,000
- All services included in the Basic Plan, plus:
- Full-service expense management/revenue recognition, A/R and A/P management, with customer invoice creation and vendor payment management.
- Monthly financial statement package (Balance Sheet/Statement of Financial Position, Income Statement/Statement of Activities)
- CFO services: quarterly board reporting, annual budget, budget-to-actual variance analysis, multiple year forecasts, and liquidity management.
- Two meetings/calls per month to review financial performance
Preferred Plan
Contact for Quote
- All services included in the Plus Plan, plus:
- Annual IRS tax filing.
- Customized/ad-hoc financial reporting for enhanced business insights.
- Full-service audit preparation and response.
- CFO on call to discuss financial strategy and questions as they arise.
