advisory services
A range of financial services to meet your business’ unique needs.
Give yourself the gift of more time.
who advisory is for
Clients with growth aspirations usually find that they need someone keeping their books who understands taxes, so that they can limit the impact on their business. We also find that business owners use these services as a sounding board to help guide their discussions.
How it works
Prospective clients only need to complete our first-time client survey to schedule an intro call with us. After meeting with a client to understand their goals, we can share a proposal that customizes services to fit all their needs in one. Once offerings are chosen and pricing is finalized, the client can sign a contract that outlines the agreed upon financial services.
what you’ll get
Advisory services save our clients time and money. We can oversee the bookkeeping at a fraction of the cost, and simultaneously ensure the books are compliance ready when tax season comes. With higher level advisory, clients feel as if they have a bookkeeper, tax advisor, and controller/CFO to discuss all accounting and tax items with.
What we can do for you
Bookkeeping
Budget creation
Tax planning
Monthly reconciliations
Accounts review & cleanup
Balance sheet
Profit & loss
Budget-to-actual review
KPI management
Monthly reporting
Spend more time doing what you love!
About the process
frequently asked:
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Currently, we only provide monthly support for Quickbooks Online.
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Advisory fees are either auto-billed every month based on the agreed upon price at signing or it’s a one-time single cost. Fees are charged based on the agreed upon price and frequency at signing.
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Our firm operates remotely, and only in rare circumstances do we make appointments in person. We have meetings over video or phone call.
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We provide pricing flexibility to meet the budgets for a large range of clients. We can recommend both a one-time or recurring services.
Competitive pricing
For advisory services
We customize your advisory services based on the specific needs discussed in the intro meeting. The frequency of the pricing depends on which option you choose:
package
One-time cost for advisory services starting at:
$1,000*
*NOTE: Fees are charged based on the agreed upon price and frequency at signing.
get started →maintenance
Monthly pricing for advisory services starting at:
$500 monthly*
*NOTE: Fees are charged based on the agreed upon price and frequency at signing.
get started →★★★★★
“Partnering with Dauphin & Fantacone has enabled me to focus on growing and specializing my advisory practice, confident that my clients’ tax and compliance needs are being managed with precision, care, and strategic insight. Their team delivers the kind of support and expertise every advisor looks for in a CPA partner.”
Jon Runge
partner, Upstate Advisorssee if we’re a good fit
Complete our first-time client survey if you're interested in working with us.
GET STARTED →
Protect your business from the unknown
If your business is audited by the IRS or other authorities, having a CPA can help ensure that you're properly represented. We can guide you through the audit process.