You’re a solopreneur.

We work with professionals who find themselves “hard to categorize”. The one thing they have in common? They’re all business owners.

If you’re making money from your services, you own a business.

We work with public speakers, realtors, content creators, financial advisors, attorneys and more. Whether you’re a global corporation or a sole proprietorship, there’s a few things every business needs to have in place to make sure you’re compliant and worry free.

The right legal structure

Monitored, accurate cash flow

Accurate tax returns (personal and entity)

Your expenses correctly allocated

Reliable strategic advice

Solopreneurs are our thing.

Every business owner needs watertight books, total compliance and an excellent relationship with their CPA.

Everything we do is wrapped into one simple annual fee, divided into 12 monthly payments. Including all communication, back and forth.

One package. One price. Everything you need.

Accounting Records Management

Numbers you can depend on

We categorize and reconcile all of your bank and credit cards using QuickBooks on a monthly basis
We make sure you’re set up properly. Clean books and clarity on what’s going in and out
We present your monthly figures in a clear, understandable way
You’ll know what your profit, revenue and cash flow positions are and the numbers will be reliable
You’ll be able to track all of your expenses (and we’ll educate you on Profit & Loss)
No more worrying what’s round the corner, you know exactly what’s coming in, going out and coming up

Annual tax returns

You’re totally prepared

Regular proactive meetings

A clear picture of what’s going on

After each quarter closes, we’ll get in touch to arrange a meeting
We review your Profit & Loss and balance sheets
We break down the tax implications and what that means for you
We check in on our plan and make any necessary modifications
We’ll discuss where you can spend, where you can make changes and how to hold cash back for your taxes
We look for opportunities to improve cash flow and profitability
We’ll have an open, general discussion about everything that’s going on in your business to make sure we’re always in sync
We open the floor to you to ask us any questions

Payroll

Peace of mind knowing you’re doing it right.

The attentiveness and professionalism of [the] entire team is very much appreciated. I am somewhat of a control freak, and it is very hard for me to “let go” of certain things, but it has been amazing to be able to back off a bit and feel some confidence that things are being taken care of. Everyone we’ve engaged with at Sundack has been an absolute pleasure to work with. Vincent, Amanda, Melissa—all of them have been wonderful.

– Steve McLymont, President, Black Belt Consulting

Should I wait for growth to add employees?

January 8, 2024
Written by Sundack CPA

Demand is creeping upwards, your customer base is expanding and you’re thinking about bringing on new employees. The question is, when’s the best time to do so? Should you anticipate demand and recruit...

What are the best practices when starting with a new accountant?

December 21, 2023
Written by Sundack CPA

Starting with a new accountant marks a powerful step in your business. You can expect rock-solid financial foundations and smarter decision-making to push your business toward its goals. At Sundack, we go all-in...

New Sundack brand, same amazing service. We’ve rebranded! Here’s why

December 7, 2023
Written by Sundack CPA

First thing’s first, nothing about our service is changing. We’re really proud of our clients, our services and how we deliver our work. In fact, our old brand didn’t reflect the true quality...

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