Services
Four services, one fixed monthly fee
Most clients use bookkeeping and tax together. Fractional CFO support and payroll oversight are added as a business grows into needing them.
01 — Bookkeeping
Monthly Bookkeeping
We reconcile every account monthly in QuickBooks Online or Xero, categorize transactions consistently, and send a plain-English summary alongside your financial statements — not just a spreadsheet you have to interpret yourself.
What's included:
- Bank and credit card reconciliation, closed by the 15th of the following month
- Monthly profit & loss and balance sheet, with a written summary
- Chart of accounts cleanup and ongoing categorization
- One monthly numbers call to walk through what changed
02 — Tax
Tax Planning & Preparation
Because your books are current all year, tax planning happens in advance — not as a scramble in March. We meet quarterly to model estimated payments, review entity structure, and flag decisions with a tax impact before year-end.
What's included:
- Federal and Oregon business return preparation
- Owner's individual return, when the business is a pass-through entity
- Quarterly estimated tax calculations
- Written response to IRS or Oregon Department of Revenue correspondence
We prepare and represent — we don't promise specific refund amounts or audit outcomes; no firm honestly can.
03 — Advisory
Fractional CFO Support
For clients past roughly $750K in revenue, we add a layer of forward-looking planning: cash flow forecasting, margin and pricing review, and support building a case for a loan, a hire, or a new product line.
What's included:
- Rolling 12-month cash flow forecast, updated monthly
- Quarterly margin and pricing review by service or product line
- Scenario modeling for hiring, major purchases, or financing decisions
- A seat in board or partner meetings when useful
04 — Payroll
Payroll Oversight
We don't run a separate payroll system — we manage and review your Gusto account, so employee and contractor payments, benefits deductions, and filings stay accurate without you having to track the calendar.
What's included:
- Gusto account setup and ongoing administration
- Employee and 1099 contractor payment review before each run
- Quarterly payroll tax filing review
- Year-end W-2 and 1099 issuance oversight
Comparing Options
Working with us vs. going it alone
| What matters | DIY software alone | Annual tax preparer | Voss Advisory |
|---|---|---|---|
| Books reviewed by a professional | No | Once a year | Monthly |
| Tax strategy discussed before year-end | No | Rarely | Quarterly |
| Predictable monthly cost | Software fee only | One annual invoice | Fixed monthly fee |
| Someone to call with a mid-year question | No | Limited | Yes, within two business days |
Next Step
Not sure which services you need yet?
That's exactly what the discovery call is for. We'll tell you honestly if you only need bookkeeping right now.