Bookkeeping plans built with you in mind

Core

For pre-revenue companies and companies with streamlined needs up to $40k in monthly expenses

Starts at

$


399/mo


Growth

For revenue-generating companies that are growing with up to $40k in
monthly expenses

Starts at

$


549/mo


Scale

Let us tailor a plan to meet the unique needs of your business




Custom Pricing


Core

For pre-revenue companies and companies with streamlined needs up to $40k in monthly expenses

Starts at

$


359/mo

Billed yearly you save $480

Growth

For revenue-generating companies that are growing with up to $40k in
monthly expenses

Starts at

$


499/mo

Billed yearly you save $600

Scale

Let us tailor a plan to meet the unique needs of your business




Custom Pricing


Have more questions? Check out our FAQs 

Steven Rutherford CPA

After interviewing several firms and practitioners, I decided to affiliate with SDO CPA.  Their team grew their tax & accounting knowledge at KPMG, multiple family offices, and Tax Management experience with EY LLP in Dallas, Texas. They bring a wealth of tax and accounting knowledge.

Steven rutherforD, CPA

Why we're different

There’s a reason that companies like yours are switching to us

1.

The most tech-forward

We have the best combo: a team of finance experts paired with the top tech-forward accounting & finance software.

The result? A seamless experience you'll love as it'll save you time and keep you on top of everything.

2.

The most experienced

We’re trusted by hundreds of companies because we’ve helped countless companies achieve success.

We understand the special challenges of growing a business and have the expertise you need to reach your goals.

3.

The most scalable

We’re the last accounting firm you’ll ever need to hire.

We support tiny startups and large companies, so we've got you covered no matter how your needs evolve.

Additional Services

CFO Advisory
  • Business and Financial Plans
  • Profit, Cost, and Margin Analysis
  • Capital Deployment Strategy
  • Projections and Forecasts
  • Entrepreneur Coaching
  • Performance Reports
Starts at

$999/mo

  • Business and Individual Taxes
  • Profit Sharing 401(k) Planning
  • Tax Planning
  • R & D Tax Credit
Pricing starts at
Business

$800

per filing
Individual

$400

per filing
  • Full-Service Filings
  • W-2’s and 1099’s
  • PTO and Time Tracking
  • Workers Comp Insurance
  • Direct Deposit
  • Medical Benefits & 401k
  • Certified HR Experts
  • Department Mapping
Starts at

$46/mo

  • Sales & Use Tax Compliance
  • Refund Review Services
  • Exposure Mitigation
  • Taxability Research
  • Exemption Analysis/Management
  • 1099-NEC/MISC/INT/OID etc.
Starts at

$75

per filing
Back-Office
  • Invoicing and Bill Pay
  • Inventory Management
  • Spend Management
  • Expense Reimbursements
  • Payments
Starts at

$199/mo

See what SDO CPA
can do for you

Get the peace of mind from partnering with our experienced finance team.