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CPA-LED FINANCIAL SUPPORT

Accounting foundation

Accurate records, reconciled accounts, and a disciplined monthly close.

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A reliable accounting foundation

ScaleRedi establishes an accrual accounting foundation for founder-led businesses through accurate transaction coding, reconciled accounts, and a structured monthly close. Financial statements and supporting schedules provide a reliable basis for operating decisions, reporting, and tax coordination.

  • Expense categorization and account coding
  • Account reconciliations and balance sheet schedules
  • Monthly accrual close and financial reports
  • Standard financial KPIs and year-end reports for your tax CPA

Start with the scope you need

Foundation’s typical monthly fee is $1,250–$2,500. Your fixed monthly fee is confirmed in the proposal based on the agreed scope, entity count, transaction volume, revenue complexity, and reporting requirements. The target monthly close is the 18th business day.

Close targets assume complete records, supporting information, and required client approvals by the 3rd business day of the month. Late or incomplete information may shift the close date. Onboarding is billed once, at one month of your agreed monthly fee.

Compare all four tiers and close targets

Accounting support and operational add-ons

Transaction recording and reconciliation are included within the agreed accounting scope. Vendor payment scheduling, customer invoicing, collections, payroll processing, and sales tax filing support are separately scoped operational add-ons. Accounting clean-ups and system conversions are quoted as projects.

Common questions

Can you work with our current systems?

We begin by reviewing your existing tools, processes, and team. Any system changes are defined in the proposal.

Do you prepare income tax returns?

Your tax CPA prepares income tax returns. ScaleRedi provides year-end financial reports and supporting schedules; income tax return preparation is excluded.

What happens before monthly support begins?

We start with a discovery call, sign an NDA for the financial review, then agree on scope and fees. Structured onboarding typically takes 30 to 45 days.

Make your next decision with clearer numbers.

Tell us about your business, current systems, and priorities. We reply within 1 business day and start with a conversation about the support you need.

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Stephanie Pitta, CPA · Founder, ScaleRedi · About Stephanie