Accountack's Services
Last updated
Accountack runs four service lines: tax strategy and planning, tax preparation, CFO and bookkeeping, and entity formation with business process optimization. The firm leads with strategy because the return reports a number that structure and timing have already set. Each service is described below with what it covers, who it is for, and its honest limit.
Tax Strategy & Planning
Forward-looking work on structure, timing, credits, and state elections, delivered as a two-track plan — strategies that need capital and strategies that do not — and closed out with a reconciliation that quantifies what each move actually did.
Who it is for. Owners whose business has outgrown a once-a-year return and who want the year shaped while the levers are still open.
The limit. It is not a promise of a number. No advisor controls a tax outcome; what a strategist controls is the structure and the timing that produce it.
Includes: two-track tax plan · prior-year compliance review · closing reconciliation · state PTET elections.
Tax Preparation
Federal and state business and personal returns, prepared by the same team that built the plan, plus a prior-year compliance review of the returns the firm inherits.
Who it is for. Owners who want the plan and the return to be consistent rather than handed between two firms who never speak.
The limit. Preparation alone will not change the number materially if the structure is wrong — which is why the firm leads with strategy rather than with the return.
Includes: business and personal returns · amended returns · Form 3115 method changes.
CFO & Bookkeeping
Monthly close and reporting, cash-flow forecasting and cash positioning, industry benchmarking, capital-decision modelling, and payroll.
Who it is for. Owners who need finance-department decision support — accurate numbers on time and a model for every major decision — without a full-time salary.
The limit. Bookkeeping produces information, and information without a decision cadence changes nothing. The CFO review exists to turn the numbers into decisions.
Includes: monthly close and reporting · cash-flow forecasting and cash positioning · industry benchmarking · capital-decision modelling · payroll.
Entity Formation & Business Process Optimization
State selection, entity structure, articles and operating agreements, registered agent service, holding and management company setup, and an asset-protection review coordinated with attorneys.
Who it is for. Owners setting up — or restructuring — the entities that carry both the tax result and the liability separation.
The limit. Trusts and entity documents are drafted by an attorney; the CPA's job is to size what the structure does to the tax picture. Accountack is not a law firm.
Includes: state selection · articles and operating agreements · registered agent · holding and management company setup · asset-protection review (coordinated with attorneys).
What it costs
| Service | Price |
|---|---|
| Integrated Accounting Model (fractional CFO) | $2,500 per quarter or $899 per month |
| Bookkeeping and Tax Filing | $490 per month |
| Tax Filing — business and individual | $1,100 |
| Payroll | $120 per month plus $20 per employee |
| Tax preparation (base) | from $200 |
The firm’s typical client runs a business with $300,000 – $3,000,000 in annual revenue. Fees for a planning engagement are quoted before you sign; see the engagement terms on how we work.
Mena Hemaia, CPA, CIA
Chief Executive Officer, Accountack — West Palm Beach, Florida
If you want to know which of these apply to your business specifically, that is a conversation about your actual numbers — not a seminar example.
Or start with the Free Cash Clarity Audit — A no-cost review of where your business stands and what a planning engagement would target — the firm's own named starting point.
20 minutes with an Accountack advisor. If a technical review is worth your time, the next step is a workshop with Mena — and if there is nothing material to do, he will say so.