Services

Accounting Services #

The full accounting function, handled.

We handle everything from the daily transactions through the financial statements and analysis your leadership team uses to make decisions. Many clients engage us for the entire function; others start in one area and expand as they grow.

What We Do #

Working With Your Tax CPA #

We don’t prepare IRS income tax returns at Four Cedars so that we can focus on your day to day accounting, all year long. What we do is help make your tax preparer’s job straightforward: books closed and reconciled, schedules ready, and questions answered in real time, so year-end doesn’t become a scramble for anyone.

We have coordinated closely with a local CPA firm for the past decade, or we work just as comfortably with the CPA you already have.

Why we don’t prepare income tax returns →

Flat Monthly Fees, Not Hourly Billing #

We work on a flat monthly fee. No hourly billing, no clock running when you call with a question.

Hourly billing puts a firm and its client on opposite sides of every conversation: each question costs you money, so you ask fewer of them — which is backwards from how a financial partnership should work. A flat fee means you can call whenever something comes up, and we can raise something we noticed without weighing whether it is worth billing for.

Fees are calculated case by case. After an initial discovery call, we scope the work your business actually needs and propose a fixed monthly fee for it — not a package you have to squeeze into.

How We Onboard #

Switching accounting providers is the part most business owners dread. We’ve built a defined process so it doesn’t cost you a month — most clients are fully transitioned within 30 days.

Every new client gets a dedicated onboarding manager who owns the transition start to finish — one person accountable, not a relay between departments. Our Head of Client Success runs onboarding personally and performs a quality control review on every new engagement before it moves to your ongoing team.

1. Discovery. We map what exists today: entities, systems, chart of accounts, who currently does what, and where it hurts. No two transitions are alike and we don’t assume yours is.
2. Secure systems setup. We establish access to QuickBooks Online and your payroll, AP, and banking platforms, set permissions deliberately, and confirm the right people can reach your data — and no one else.
3. Books review and cleanup. We reconcile your accounts, validate opening balances against your last filed tax returns, and correct what needs correcting before we take over. You hear about everything we find, not just what we fixed.
4. Coordinated handoff. We can work directly with your outgoing bookkeeper and your tax CPA so nothing falls between them and us.
5. Workflow build. We document the recurring calendar — close dates, payroll runs, AP cycles, reporting deadlines — so you know what happens when, and so does everyone on our side.
6. First close together. We run your first month-end with added review, then walk through the financials with you and adjust anything that doesn’t fit how you actually operate.
7. Ninety days of extra review. Added review continues through your first 90 days, not just the first month. Once everything is running as designed, our Head of Client Success signs off and your ongoing team takes over.

You finish onboarding knowing exactly who handles your account, when your reports arrive, and how to reach them.

Don’t See What You Need? #

This list isn’t exhaustive. If it falls under accounting or bookkeeping and it isn’t an income tax return, ask us — chances are good we already do it for someone.