OUR SERVICES
At Wardlaw CPA, we provide comprehensive financial services designed to meet the evolving needs of business owners. From strategic bookkeeping and year-round tax planning to personalized financial coaching and virtual CFO support, our packages grow with you and offer the expert financial guidance you need to make confident, data-driven decisions every step of the way.
We offer three service levels so you can choose the right fit for your business. Each package includes bookkeeping, tax preparation, and advisory — with increasing levels of strategy and support as your business grows.
TAX SERVICES
Business + personal tax
returns (annual filing)
Business + personal tax
returns + quarterly tax
planning updates
Business + personal tax
returns + advanced scenario-based planning for growth
and complexity
TAX
PLANNING
Annual review with basic
recommendations
Proactive quarterly tax projections + planning sessions
Advanced year-round tax strategy with detailed implementation
ADVISORY
Quarterly check-ins to review
results and answer
questions
Monthly financial review calls
to interpret numbers and guide
decisions
Monthly reviews + Quarterly CFO sessions focused on growth, financing, and profitability
GROWTH
STRATEGY
Annual business review
with key recommendations
Quarterly business checkups
with actionable growth
roadmap
Full CFO partnership: budgets,
hiring plans, bank/investor
reporting, and scenario
planning
SUPPORT
Email support for routine
questions
Priority email support +
proactive reminders for
tax payments,
filings, and deadlines
Priority access with 24–48 hr
turnaround + proactive
outreach when issues
are spotted
Accurate monthly bookkeeping (includes cleanup + reconciliations)
Accurate monthly bookkeeping (includes cleanup + reconciliations)
Accurate monthly bookkeeping (includes cleanup + reconciliations)
FINANCIAL
DASHBOARD
BOOKKEEPING
Standard monthly reports (P&L, Balance Sheet, Cash Flow)
12-month cash flow forecast + KPI dashboard (3–5 key metrics) + Budget vs. Actual tracking + Trend analysis
Multi-entity/class reporting + Scenario analysis (hiring, expansion, financing) + Custom bank/investor reporting + Advanced dashboards with deeper insights
Tier Launch Elevate (Most Popular ) Thrive (Premium CFO)
MONTHLY
INVESTMENT
STARTING AT
$2,500
$3,500
$4,500
Launch
Best for businesses ready to move beyond DIY bookkeeping and get their first clear financial foundation. Get accurate books, essential reports, annual tax returns for both business and personal, plus a yearly financial review so you always know where you stand.
​
Elevate
Best for growing businesses that want clarity, confidence, and proactive planning.
Includes everything in Launch, plus a 12-month cash flow forecast, KPI dashboard, monthly financial review calls, quarterly tax planning, and a growth roadmap to help you scale with confidence.
​
Thrive
Best for scaling companies that need a true finance partner without paying $250K+ for a controller.
Includes everything in Elevate, plus advanced dashboards, scenario analysis, bank/investor reporting, quarterly CFO sessions, and year-round tax strategy — giving you the full finance department experience in one place.