Richmond CPA Firm for S-Corps & Small Businesses

Looking for a CPA in Richmond? SDO CPA provides virtual tax preparation, bookkeeping, payroll, and fractional CFO services to Richmond businesses specializing in S-Corps and partnerships. We provide upfront estimates — if scope changes, we discuss it first. Schedule a free consultation.
Serena Do, CPA — Managing Partner of SDO CPA

Serena Do, CPA

Managing Partner | Duncanville, TX (Serving Richmond Virtually)

18+ Years Experience | AICPA Member

Licensed CPA — Texas State Board of Public Accountancy

With 18+ years of experience helping business owners across the country, I bring specialized expertise to Richmond’s Education (EKU), Manufacturing, Healthcare economy. Whether you’re managing University-dependent businesses managing seasonal enrollment cycles and student housing property accounting or capitalizing on Eastern Kentucky University and Blue Grass Army Depot driving stable employment and service business demand, SDO CPA provides the virtual accounting support your business needs.

We offer cloud-based tax preparation, bookkeeping, payroll, and fractional CFO services designed for Richmond business owners who want proactive guidance — not just annual tax filing.

Key Takeaways: Richmond CPA Services

  • Virtual CPA services — Full tax, bookkeeping, and advisory support without geographic limitations
  • Kentucky tax expertise — Kentucky has a flat 4.0% income tax; Louisville’s 2.2% occupational license tax stacks on top planning and multi-state compliance
  • Industry focus — Specialized experience with Education (EKU), Manufacturing, Healthcare
  • Transparent pricing — Upfront estimates starting at $300/month; if scope changes, we discuss it first
  • Responsive support — Direct CPA access, same-day responses

Accounting & Tax Services in Richmond, KY

Richmond sits in the heart of Kentucky’s Bluegrass Region, anchored by Eastern Kentucky University with 14,000+ students and 2,000+ employees that drive the local economy. The university’s presence supports hundreds of restaurants, retail shops, and service businesses along the Eastern Bypass commercial corridor and the downtown Main Street district. Student housing operators manage hundreds of rental units requiring property accounting, depreciation tracking, and lease management. The Blue Grass Army Depot southeast of the city adds federal employment and defense contractor activity. Along the I-75 corridor, Sherwin-Williams, Okonite, and other manufacturers operate production facilities that employ thousands of workers and require manufacturing cost accounting and inventory management. Baptist Health Richmond and its affiliated medical practices serve as the regional healthcare hub for Madison County’s 95,000+ residents. SDO CPA works with Richmond business owners across education services, manufacturing, and healthcare to manage student housing rental property accounting, optimize manufacturing cost structures, and structure S-Corp entities under Kentucky’s flat 4.0% income tax. For property investors and student-focused businesses, we provide monthly bookkeeping that tracks seasonal revenue patterns and capital improvement depreciation.

Kentucky Tax Planning Tip

Kentucky’s flat 4.0% income tax applies to all pass-through entity income. Louisville businesses also face a 2.2% occupational license tax — this stacks on top of state and federal taxes. S-Corp owners in Louisville metro effectively pay 6.2% in combined state/local income tax, making entity structuring and reasonable compensation analysis critical for minimizing total tax burden.

Richmond is home to 1,700+ small businesses and a population of 37,206. From Education (EKU), Manufacturing, Healthcare to professional services, Richmond business owners need CPAs who understand University-dependent businesses managing seasonal enrollment cycles and student housing property accounting and can provide year-round tax planning — not just compliance.

CPA Services for Richmond Businesses

Common Challenges for Richmond Business Owners

Challenge

Richmond businesses often face University-dependent businesses managing seasonal enrollment cycles and student housing property accounting, making tax planning and cash flow management more complex than standard approaches allow.

Our Approach

We provide proactive tax planning and fractional CFO services tailored to Richmond’s business environment, helping you handle University-dependent businesses managing seasonal enrollment cycles and student housing property accounting with confidence.

Challenge

Many Richmond business owners struggle to get timely responses from their CPA, especially during busy seasons when questions are most urgent.

Our Approach

SDO CPA provides direct access to your CPA team with same-day response times. No call centers, no waiting weeks for answers.

Challenge

Tax preparation alone doesn’t help Richmond business owners understand their financial position or make informed decisions throughout the year.

Our Approach

We deliver monthly financial reports with actionable insights, helping you understand cash flow, profitability, and tax liability before year-end.

“SDO CPA organized our Richmond student housing portfolio accounting across 22 properties and saved us $28,000 through proper depreciation and entity structuring. Their monthly reports are invaluable.”
— Angela S., Student housing investment company owner in Richmond

How to Get Started With SDO CPA

1

Schedule Your Free Consultation

Book a call to discuss your Richmond business, current financial setup, and goals.

2

Get Your Custom Proposal

Receive a clear proposal with upfront estimates — if scope changes, we discuss it first.

3

Seamless Onboarding

We connect to your QuickBooks or Xero and organize your books within 30 days.

4

Ongoing Partnership

Monthly reports, proactive tax planning, and year-round CPA access.

Why Richmond Business Owners Choose SDO CPA

Kentucky Tax Expertise

We understand Kentucky has a flat 4.0% income tax; Louisville’s 2.2% occupational license tax stacks on top and help Richmond businesses maximize tax advantages while managing federal obligations and multi-state complexity.

Transparent Pricing

Clear monthly estimates for standard services. We scope your needs upfront and communicate before any additional work. See our pricing.

Cloud-Based & Virtual

Access your financials anywhere. We work with QuickBooks Online, Xero, Gusto, and Ramp to keep your Richmond business running smoothly.

S-Corp & Partnership Specialists

Our clients are pass-through entity owners. We handle reasonable compensation analysis, K-1 preparation, QBI optimization, and entity selection.

Responsive Communication

Get answers when you need them. Our team responds within one business day, and you’ll have direct access to your CPA.

Frequently Asked Questions

How much does a CPA cost for a small business in Richmond?
At SDO CPA, bookkeeping starts at $300-$500 per month for a single entity. Full-service packages including bookkeeping, tax planning, and advisory range from $1,000-$2,000 per month with upfront estimates — if scope changes, we discuss it first. View our pricing.
Can a virtual CPA serve my Richmond business?
Yes. CPAs can prepare tax returns and provide accounting services for clients in any state. SDO CPA serves Richmond businesses through secure cloud-based tools including QuickBooks Online, Gusto, and encrypted document sharing with the same quality as a local firm.
Do you specialize in Education (EKU) businesses?
Yes. Richmond’s Education (EKU) sector has unique accounting needs including industry-specific deductions, revenue recognition, and compliance requirements that we address with tailored solutions.
What is the difference between a bookkeeper and a CPA?
A bookkeeper records transactions and maintains financial records. A CPA is a state-licensed professional who can prepare and sign tax returns, provide tax planning advice, represent you before the IRS, and offer strategic financial guidance that bookkeepers cannot.
Do you offer fractional CFO services for Richmond businesses?
Yes. Our fractional CFO services provide cash flow forecasting, budgeting, financial modeling, and strategic planning for Richmond businesses generating $500K+ in revenue that need financial leadership without a full-time hire.
Should my Richmond business be an S-Corp or LLC?
It depends on your net income. Generally, businesses earning over $60,000 in net profit may save on self-employment taxes by electing S-Corp status. Use our S-Corp tax calculator to estimate savings, then schedule a consultation for personalized analysis.
How quickly does SDO CPA respond to questions?
We respond to all client inquiries within one business day. For urgent tax matters, we prioritize same-day responses. You’ll have direct access to your CPA — no call centers or gatekeepers.
What accounting software do you work with?
We work with QuickBooks Online, Xero, Gusto for payroll, and Ramp for expense management. We’ll recommend the best setup for your Richmond business during your free consultation. Learn about our bookkeeping services.

Resources for Richmond Business Owners

Also Serving Central Kentucky/Bluegrass

SDO CPA provides virtual CPA services to businesses throughout Central Kentucky/Bluegrass and Kentucky.

Ready to Work With a CPA Who Understands Richmond Businesses?

Schedule your free consultation today. We’ll analyze your tax situation and provide an upfront estimate with no obligation.

Schedule a Call
Licensing & Service Disclaimer: SDO CPA LLC is a Texas-licensed CPA firm serving clients in Kentucky under CPA practice mobility provisions. We do not maintain a physical office in Kentucky — all services are delivered remotely via secure video, phone, and digital collaboration tools. SDO CPA does not hold a CPA license in Kentucky. Services requiring CPA licensure are performed by Texas-licensed CPAs. We do not provide attest services (audits, reviews, or compilations). Per Texas State Board of Public Accountancy regulations (22 TAC §501.82).