A small business creates wealth in more ways than one

We make sure hardworking entrepreneurs get the most out of their business. More time, more money, more freedom. You’ve created the business, now let it create for you.

Accounting where everything is considered, including your goals for the future.

You’d like to know:

What your financial position is

Where your money is going

How much money you’re making

Why you’re paying tax on income you haven’t seen yet

When it's time to change your CPA

You handle your services. We’ve got the accounting.

We cover every aspect of your accounting in order for you to have the space to enjoy what you’ve built.

It doesn’t take long to get clean books and a clear picture. You don’t need to do it all.

One package. One price. Everything you need.

QuickBooks 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

Sales tax & 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

Forget hourly rates. Contact us whenever you need.

Our fees include all communication. We’re a partner, not a vendor, so you need to feel comfortable to ask as many questions as you need to. That won’t happen if you think you’ll be charged for a phone call. So you won’t. Start by getting in touch with us today.

Buying a Medical Practice Checklist 2025

October 30, 2024
Written by Sundack CPA

Buying a medical practice can feel a lot like buying a house you want to transform into your dream home. You’re not just looking at the price tag or the overall design—you’re also...

My profit and loss say I’m making money, but where is it?

January 31, 2024
Written by Sundack CPA

First off, this is a question we hear a lot. You’re making sales, customers are happy and your profit and loss statement (P&L) shows you’re making money. The thing is, your bank account...

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...

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