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OUR SERVICES
For Businesses
Expert Solutions to Propel Your Business Forward
Every business is unique, and so are its financial needs. Our tailored services empower you to streamline operations, stay compliant, and plan for long-term success. Whether you're starting out, scaling up, or securing financing, we offer the expertise to guide your journey.
You want to grow your business and ensure your financials are accurate and compliant.
You’re ready to streamline your finances with expert guidance tailored to your business needs.
You value clear financial insights to make confident, informed decisions for your business.
Our Packages
FOR BUSINESSES
At Samuel & Associates, we offer a range of business services designed to meet the unique financial needs of your company. Whether you're a solo entrepreneur just starting out or an established business looking for more comprehensive financial support, our packages provide flexible solutions to help you succeed.
Essential Accounting
Investment starting at $795/month
Perfect for entrepreneurs that want reliable monthly accounting support. We manage your books, reconcile your accounts, and provide CPA-reviewed financial statements each month, giving you accurate financials to understand your business and ensure your books are ready for tax preparation.
4M+
in Annual Tax Savings
10M+
in Client Cash Flow Management Annually
100+
Five-Star Reviews
4.5M
Assets Under Management
Small Business CPA +
Compliance Support
Investment starting at $1,495/month
This service is ideal for business owners who want their accounting, taxes, and ongoing CPA support managed under one relationship. We manage your books, provide CPA-reviewed financial statements, prepare your annual business tax return, and provide quarterly meetings with a CPA for advisory and compliance support.
Virtual CFO + Tax Planning
Investment starting at $3,995/month
Our most comprehensive service combines everything in our Small Business CPA service plus monthly advisory calls with a CPA. We’ll help you optimize revenue, lower tax liability, and create financial strategies for growth. We also provide tax planning, cash flow management, 1099 support, payroll, and more.
Accounting Cleanup Service
Investment starting at $350 per month of records to be reconciled
Books a mess? Don’t stress! Let our team restore order with our comprehensive Accounting Cleanup Service. We’ll review your bank statements, reconcile your accounts, and organize your financial records. You’ll receive a ready-to-use Profit & Loss Statement—perfect for tax filings, loan applications, and more.
"As a small business owner, I can't emphasize enough how pivotal it is to find a reliable and trustworthy tax firm to handle your financial matters. That's why I'm thrilled to share my experience with Samuel & Associates LLP, a firm that has truly exceeded my expectations. From the moment I reached out to them, I was greeted with warmth and professionalism. The team at Samuel & Associates LLP took the time to understand my business needs and answered all of my questions with patience and clarity. They made me feel like my concerns were a top priority, which instantly put me at ease. What really stood out to me was how thorough and meticulous they were in their approach. They left no stone unturned when it came to reviewing my financial records and ensuring that everything was in order. Their attention to detail gave me confidence that my taxes were being handled with the utmost care and precision."
Earl
Client Located in Winston-Salem, NC