Explore Our Services
Busy Bea Accounting, LLC offers thoughtful, high-level financial support designed to help individuals and businesses stay organized, plan ahead, and make confident decisions. From strategic financial oversight and systems optimization to cash flow management, team support, and proactive tax strategy, each service is built to provide clarity, structure, and guidance that fits your unique goals.
Whether you’re looking for ongoing CFO-level insight, help strengthening your financial operations, or year-round tax planning and advisory support, Busy Bea Accounting meets you where you are and grows with you—offering practical solutions without the complexity or pressure of a traditional firm.
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Small businesses, entrepreneurs, families and individuals
Year-round tax planning and compliance
Optimizing entity structure and deductions
Proactive advice beyond tax season
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Monthly/quarterly performance reviews
Forecasting, budgeting and scenario planning
Aligning financial goals with business objectives
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Streamlining accounting systems and processes
Implementing tools for invoicing, expenses and cash flow
Organizing transactions and financial data
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Monitoring inflows and outflows
Guidance on financing, fundraising and investor relations
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Coaching & developing internal accounting staff
Oversight of financial teams or virtual bookkeepers
Building capacity and standard reporting
Pricing
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Comprehensive tax preparation and year-round tax strategy for individuals and businesses. Unlike most CPAs who are only reachable during filing season, Busy Bea takes a proactive approach — identifying opportunities to reduce tax liability throughout the year, not just when the deadline is approaching. Every return is prepared by a licensed CPA with nearly 10 years of experience across Big 4 public accounting, Fortune 100 corporate finance, and direct client advisory work.
What to expect from every tax engagement: We gather and review all relevant documents, apply every deduction and credit the client qualifies for, confirm the return is accurate before filing, and communicate clearly throughout the process. Clients are never left wondering what was filed or why — we walk through the return and explain what it means.
Final pricing is determined during intake based on the complexity of your situation.
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Item descriptionIndividual tax returns prepared accurately, on time, and with every applicable deduction accounted for. Whether your situation is straightforward or involves multiple income sources, investments, or rental properties, your return is handled by a licensed CPA — not a seasonal preparer or software alone.
Returns are priced by complexity. Your tier is confirmed during intake — before any work begins — so there are no surprises at the end.
Starting at $275
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Tax preparation tells you what you owe. Tax planning reduces what you owe — legally, proactively, and before December 31st.
This is a full review of your income, deductions, investments, and filing status — including a projected tax liability for the current year. We identify specific, actionable strategies to reduce that liability while there's still time to act, and deliver a written summary with clear recommendations you can implement immediately.
Especially valuable mid-year or before a major financial event such as selling a property, making a large purchase, or starting a business.
Starting at $400
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Business tax returns prepared for LLCs, S-Corps, partnerships, and sole proprietors. We work from your financial records to produce an accurate, compliant return — and flag any planning opportunities along the way.
Pricing depends on the complexity of your business activity, number of owners, and the current state of your books. If your bookkeeping needs cleanup before the return can be prepared, that will always be quoted and approved upfront — we believe in full transparency before work begins.
Starting at $475
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For most small business owners, the business and personal tax picture are inseparable — and need to be planned together.
This is a comprehensive review of both sides: entity structure, owner compensation, distributions, deductions, retirement planning, and year-end timing strategies. We project your total tax liability across both the business and personal return, identify specific strategies to reduce it, and deliver a written action plan with prioritized recommendations.
Especially powerful before a major business decision — a new hire, a large purchase, or a distribution.
Starting at $750
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The most comprehensive option for small business owners — your business return and personal return, handled together by the same CPA.
Business income flows directly to your personal return. Deductions on one side affect liability on the other. When both are prepared by the same advisor, nothing gets missed, nothing gets duplicated, and the strategy is coordinated across your full tax picture. Bundling also means a single point of contact, streamlined document collection, and a better overall outcome — at a lower combined price than filing separately.
Starting at $700
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Most small business owners don't need a full-time CFO — they need one part-time, without the six-figure price tag. That's exactly what Busy Bea delivers.
Our Fractional CFO packages give you structured, ongoing financial leadership: clean books, meaningful reporting, proactive tax planning, and a trusted advisor in your corner every month. Clients typically save 70–90% compared to the cost of hiring a full-time CFO with payroll and benefits.
Whether you're just getting your books in order or you need a strategic financial partner embedded in your business, there's a tier built for where you are right now.
Our clients get one trusted partner who covers both compliance and strategy — tax planning, bookkeeping, cash flow management, and high-level financial advisory — all under one roof.
What to expect from every tax engagement: We gather and review all relevant documents, apply every deduction and credit the client qualifies for, confirm the return is accurate before filing, and communicate clearly throughout the process. Clients are never left wondering what was filed or why — we walk through the return and explain what it means.
Final pricing is determined during intake based on the complexity of your situation.
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The foundation every business needs — and most businesses are missing. Clean, consistent books maintained every month by a licensed CPA.
Each month we log in, categorize every transaction, reconcile your accounts against your bank and credit card statements, and deliver organized records in QuickBooks. Clean books mean faster, less expensive tax prep, smoother loan applications, and a clear picture of where your money actually went.
This is where financial clarity starts.
Starting at $350/month
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Everything in Tier 1, plus the financial visibility to actually understand your numbers — not just have them recorded.
Each month we analyze your gross and net margins to show whether your pricing and cost structure are healthy, track cash flow so you always know how much runway you have, and deliver a clear financial summary with commentary on what's changed and why. Instead of handing you a stack of figures, we translate them into a picture of how your business is actually performing.
Built for growing businesses that need answers, not just records.
Pricing starts at $500/month
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Our most comprehensive monthly engagement — for business owners who want a true financial partner, not just a bookkeeper.
In addition to bookkeeping and reporting, we deliver month-over-month and year-over-year trend analysis, detailed expense commentary, and proactive decision support. When you're considering a hire, a price change, a new service line, or a major purchase — we're the financial voice in that conversation. Year-round tax planning is woven in throughout the year so filing season holds no surprises.
This is CFO-level thinking, available every month, without the full-time cost.
Starting at $600/month
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Books that are behind, disorganized, or have never been properly maintained? This is where we start.
We go back and reconstruct your financial history month by month — categorizing transactions that were never coded, reconciling accounts that haven't been touched in months, correcting misclassifications, and building an accurate picture of where your business has been. The result is a clean set of books ready for tax filing, a loan application, or enrollment in a recurring CFO package.
Pricing is quoted as a flat package based on the number of months requiring cleanup. You'll always know the full cost before work begins.
Starting at $300/month
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Sometimes a business needs more than ongoing support — it needs a defined answer to a high-stakes question.
These are flat-fee project engagements for clients facing a specific financial situation: a loan application, a business decision that requires real analysis, or an operation that has outgrown informal processes. Each service is scoped and priced as a defined deliverable — not an open-ended hourly engagement.
Available to both existing clients and new clients. Starting prices listed; final scope confirmed during intake based on complexity.
Loan application assistance - Financial forecast, lender documentation, personal financial statement
Starting at $2,500
One-Time Financial Analysis -Comprehensive health assessment of Income Statement and Balance Sheet with findings report
Starting at $3,000
Internal Systems Review -Full audit of existing financial processes and internal controls with written recommendations
Starting at $4,000
Internal Processes Creation - Design and documentation of financial workflows and controls built from the ground up
Starting at $4,000
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