Get your free Game Plan

For Other Businesses

Your own finance department, whatever you sell.

One team, one monthly price for all your accounting and tax needs. Monthly books, payroll watched, business planning, tax planning all year and every tax return for the business and for you. We work with companies doing $500K to $20M a year, in all 50 states.

We'll only use this to reach you about your Game Plan. Privacy policy

Pick a time. There's nothing to prepare and nothing to send us before the call.

A sample month, animated: the bank statement, the ledger and the month's documents get tied out, one line is flagged for review, the tax number lands in writing, and a phone shows the monthly done email.

For the owner of another kind of company doing $500K to $20M a year who wants to grow and wants a finance department behind it, not a bookkeeper plus a tax preparer.

The usual year
  1. Jan
  2. Feb
  3. Mar
  4. Apr
  5. May
  6. Jun
  7. Jul
  8. Aug
  9. Sep
  10. Oct
  11. Nov
  12. Dec

With us, every month closes.

Each one lands in your inbox, and four times a year what you owe comes in writing before the federal date.

  1. JanDec closedTax number
  2. FebJan closed
  3. MarFeb closed
  4. AprMar closedTax number
  5. MayApr closed
  6. JunMay closedTax number
  7. JulJun closed
  8. AugJul closed
  9. SepAug closedTax number
  10. OctSep closed
  11. NovOct closed
  12. DecNov closed

June:May closed and tied to the bank.

Every tax return, business and personal, inside the same monthly price.

Watch May close.

We close it and only ask what the books can't answer.

  1. The bank matches the books
  2. Profit and loss, month and year
  3. Payroll gets checked
  4. The number, in writing
  5. The costs nobody billed back

Bank against books, May

Bank

  • May 2, 2249,650.00
  • May 9(1,240.00)
  • May 9(12,960.40)
  • May 28(6,800.00)

Books

  • Payments in49,650.00
  • Freight(1,240.00)
  • Payroll(12,960.40)
  • Rent(6,800.00)

Every account tied. Difference $0.00

Profit and loss, May and year to date

Revenue
$96,200 / $452,900
Costs
$71,450 / $338,100
Profit
$24,750 / $114,800

May, and year to date

Payroll register, May

  • Operations leadSalaryMatches
  • WarehouseHourly, 80.0 hrsMatches
  • DriverOvertime, 6.5 hrsConfirm
  • Front deskHourly, 76.0 hrsMatches

One overtime line for you to confirm with your provider

Set aside

$17,900

Before the June 15 estimate. Second quarter.

In writing, with the math, in the packet.

Costs you paid for a customer

Freight$1,240
Materials$1,610
Permit$300
Never billed back$3,150
Pacific Standard Advisory

May packet

Closed June 8

  1. Books tied to the bankAll accounts Tied
  2. Profit and lossMonth and year to date Done
  3. Payroll checkedOne overtime line to confirm Checked
  4. Tax number, in writingBefore the June 15 estimate $17,900
  5. Costs you frontedNever billed back Flag$3,150
Reviewed and in your inbox, June 8 A couple of quick questions

What you get every month.

Bookkeeping done and tied to the bank every month. Every tax return, business and personal. What you owe, in writing, mid-year and before year end. Payroll watched. Your key numbers every month, against your budget.

    A month, in messages.

    What lands in your inbox, so you never have to ask.

    Illustration of a typical month

      Profit and loss, month and year.

      This month and the year so far, on one page in plain words.

      May, as a share of sales

      Sales
      100%
      Costs
      Profit

      Profit is 25.7% of sales in May. Year to date, 25.3%

      Your own return. Included.

      Your personal return, your spouse's if you file together, and your rentals are inside the monthly fee. We list each one when you sign. It changes only in writing, with 30 days notice.

      • The business return
      • Your personal return
      • Your spouse's, if you file together
      • Your rentals

      Nobody gets fired.

      Your office manager keeps the day to day. We take the month end, the returns and the tax number, and put in writing who does what.

      Your office manager keeps

      • Bills and invoices
      • Deposits and receipts
      • Calls with vendors and clients
      • The day to day

      We take

      • The month end close
      • The profit and loss
      • Every tax return
      • The tax number, mid-year and before year end

      Costs you fronted, billed back.

      The freight, the materials, the permit you paid for a customer. We find them every month and put them in front of you before the next invoice goes out, not at year end.

      May

      Costs you paid for a customer

      • FreightPaid May 9$1,240Not billedOn the June invoice
      • MaterialsPaid May 14$1,610Not billedOn the June invoice
      • PermitPaid May 21$300Not billedOn the June invoice

      Never billed back$3,150

      You're the one in the middle.

      This is what a patchwork finance team looks like.

      One department. One monthly price.

      Your price is set for your business on the free Game Plan call. You see the number in writing before you owe anything.

      What you need The usual wayA bookkeeper and a CPA Pacific Standard
      Tax planning all yearBilled extra, if anyone does itGeneric advice, so deductions you qualify for get missedCustom strategy for your deductionsCustom deduction strategy
      Your tax number before AprilUsually nobody. You find out in March.April is a surprise billIncluded
      Books closed every monthYour bookkeeper, after the factIncluded
      Business planning and a yearly budgetUsually nobody. The plan lives in your head.Growth runs on a guessIncluded
      Payroll watched every monthUsually nobody. The checks just go out.Included
      Your business and personal returnsYour CPA, once a yearIncluded
      Key numbers against your budgetUsually nobody. No budget to check.Included
      A monthly email of everything we didNobodyIncluded
      Call anytime, no bill for questionsBilled by the hourSo you don't callIncluded
      What's covered 2 of these 9 All 9 one monthly price, set on your Game Plan call

      Your price, in writing

      One monthly price.

      Your price is set for your business on the free Game Plan call. You see the number in writing before you owe anything.

      The plain terms.

      • One monthly price.Your number is in writing before you owe anything. It changes only in writing, with 30 days notice.
      • First month on your start date, then monthly.Then one monthly price at the start of each month.
      • Cancel anytime and take your books.No contract, no exit fee. Within days you get your complete books, every document, and a handoff call with your next accountant.
      • We do the switch.The 30-Day Switch, done within 30 days of getting access, or your first month is refunded.

      Questions owners ask.

      Do you work with businesses that are not contractors or home services?

      Yes. If you own another kind of company doing $500K to $20M a year and want to grow, we set a price for it on the free Game Plan call. The work is the same: books closed every month, every business and personal tax return we list when you sign, payroll watched and a mid-year projection of what you'll owe.

      Will I see profit and loss every month?

      Yes. Every month you get your profit and loss for the month and the year so far, your balance sheet and your cash flow, in plain words, with the books tied to the bank and your key numbers against your budget.

      Do you find costs we paid for a customer?

      Yes. The freight, the materials, the permit you paid for a customer. We find them every month and put them in front of you before the next invoice goes out, not at year end.

      How is the price set for other businesses?

      Your price is set for your business. We learn how it runs on the free Game Plan call, and you see the number in writing before you owe anything.

      I already have a bookkeeper and a CPA. Why switch?

      So look, your bookkeeper and your CPA cover 2 of the 9 things on that list, and the other 7 are where the money leaks out. Let's just say two $140 charges a week never make it onto an invoice, that's over $14,000 a year, and nobody's checking for it. We cover all 9 for one monthly price, and on the Game Plan call you'll see what your setup is leaving behind before you owe anything.

      Is there a contract?

      No contract and no exit fee. You pay the first month on your start date, then monthly. Cancel anytime and take your complete books with you.

      How do I start?

      Get your free Game Plan: a 20 minute Google Meet with our team about how your business runs. On the call you'll know what your setup is leaving behind. You can also call (310) 981-3250.

      Start with the free Game Plan.

      Twenty minutes on Google Meet, before you pay anything.

      1. Pick a timeOnline, whenever suits you.
      2. Twenty minutesA few questions about how your business is run, in your words.
      3. On the callYou'll know what your setup is leaving behind.

      You talk with our team.

      Get your free Game Plan

      There's nothing to prepare and nothing to send us before the call.

      Rather call? (310) 981-3250 or email info@pacificstandardadvisory.com

      Next IRS date on most owners' calendars: Thu, Oct 15.

      Federal dates. Your plan lists yours.

      Next 6 monthsUpcoming deadlines