Services
Your Virtual Partner for Taxes, Bookkeeping & CFO Services
Strategic Bookkeeping Services: Simple Compliance for Your Business
Leverage our remote, professional accounting support for cost-effective, accurate bookkeeping, allowing you to focus on growing your business. We specialize in smaller, service-based businesses (LLC/S-Corp/Schedule C).
All bookkeeping services require a 6-month minimum commitment.
Bookkeeping
Tier 1: Bronze
(Compliance & Accuracy)
Stress-free bookkeeping, ready for tax time.
Starting at $200/month
(6-month minimum commitment)
Includes
Services Provided:
- Monthly categorization and reconciliation;
- Production of tax-ready financial statements (Quarterly P&L, Balance Sheet);
- Dedicated communication channel (email/secure chat);
- Coordination with our EA for year-end compliance and filing.
Best For:
Early-stage Schedule C or single-member LLC businesses under $250K in annual revenue needing reliable, hands-off accounting and bookkeeping support.
Tier 2: Silver
(S-Corp & Growth Clarity)
know where your business stands and where it’s going.
Starting at $450/month
(6-month minimum commitment)
Includes
- Custom Key Performance Indicator (KPI) setup and tracking;
- Basic budget creation and variance reporting (Budget vs. Actuals);
- Quarterly executive performance summaries focused on cash flow;
- Management of owner-employee payroll reconciliation.
Best For:
Growing S-Corps and multi-member LLCs ready to use financial data for tax-efficient owner compensation and strategic financial decisions.
Tier 3: Gold
(Proactive Planning)
Premium bookkeeping with a personal touch.
Starting at $1,200/month
(6-month minimum commitment)
Includes
- Monthly 1:1 strategic check-in calls (30 min);
- Narrative summaries of financial statements translated into plain English;
- Robust cash flow planning and optimization recommendations;
- Deep-dive forecasting and scenario analysis for strategic decisions.
Best For:
High-growth businesses preparing for funding, expansion, or seeking near-CFO level accountability and financial risk management.
Entity & Individual Tax Preparation
We provide streamlined, accurate tax preparation for W-2 individuals, families, and small business entities. Our Enrolled Agent (EA) team is proficient in handling complexity arising from coordinated personal and business filings, including the basic 1040 return, returns requiring Itemized Deductions (Schedule A), and income from side businesses such as Self-Employed (Schedule C), S-Corps, and Rental Properties.
By working with Hermosa Tax Inc., you ensure that your tax compliance is not only accurate but also seamlessly integrated with your Hermosa Wealth Management strategy, providing maximum efficiency and eliminating year-end financial surprises.
Fractional CFO Leadership: Executive Guidance, Integrated Strategy
Fractional CFO Leadership: Executive Guidance, Integrated Strategy
Access the strategic foresight of an MBA-level executive (Jeremy Lawson, MBA) for a fraction of the cost of a full-time CFO ($200,000–$400,000+ salary). Our Fractional CFO support is specifically designed to maximize the financial performance of growth-stage side businesses, ensuring alignment with your overall goals.
Investment & Engagement Structure
- Investment: Starting at $2,000/month (3-month minimum commitment).
- Engagement: Scoped based on required hours and complexity, focusing on integrated financial strategy and executive decision support.
Common Areas of Strategic Support
- Strategic Budgeting and Multi-Year Cash Flow Forecasting and Modeling for the business.
- Internal Controls and Operations System Mapping for efficiency and fraud prevention.
- Key Performance Indicator (KPI) Setup and Performance Dashboard Design.
- High-Value Hiring Guidance and Collaborative Team Coaching (financial personnel).
- Reserve Planning and Liquidity Optimization to ensure business stability.
Ready for executive leadership that supports your goals?