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Services

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Bookkeeping & Financial Systems

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Who It’s For:
MSPs over $1M using QuickBooks Online who need timely, accurate monthly financials.

What’s Included:

  • Monthly financial statements

  • Profitability by project / service line

  • Cash flow visibility

  • Forecasting

  • Special projects (training in-house bookkeepers, billing review, margin analysis)


What Success Looks Like:
Clear understanding of where money is made, where it is lost, and how to make better decisions with confidence.

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  • Proactive, year-round planning

  • Entity and compensation strategy

  • Attorney and banker coordination

  • Estimated tax planning

  • Filing and compliance

  • Strategies to minimize tax liability

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Tax Planning & Compliance

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CFO & Advisory

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  • Cash flow forecasting

  • Growth planning

  • Banking readiness

  • Exit planning

  • Strategic decision support

  • Leadership financial education

FAQ

1. I haven’t done my books in the past few months. Can you still help me?
Absolutely. We do a lot of backdated bookkeeping and catch-up projects. Whether you are a few months behind or even a few years behind, we can help you get caught up and back on solid footing. This is one of the most common ways new clients start with us.

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2. Don’t most tax and bookkeeping services outsource their work?
Yes. Outsourcing to lower-cost overseas labor is very common in our industry. That is not how we operate. At Nodewise CPA, we use smart automation paired with real human beings based in the U.S. to handle all client work. Your books are managed by people who understand U.S. businesses and U.S. tax and accounting rules.


3. Which bookkeeping software is best?
We get this question all the time. We have worked with many different accounting platforms, and we believe QuickBooks Online is the best option on the market right now. It is especially strong for growing businesses and teams, making it easier to collaborate,
stay organized, and keep your books accurate and up to date.


4. Can you work with clients outside the U.S.?
At this time, we only work with U.S.-based clients. This allows us to be absolute pros when it comes to U.S. tax and accounting laws, including staying current with new rules and regulations as they change.


5. Do you lock people into contracts?

No. We do not believe in locking clients into long-term contracts. You can modify or cancel your services at any time. There are no penalties and no advance notice required.


6. Do you offer a satisfaction guarantee?
Yes. We want you to be fully satisfied with the work we do for you. If you are ever unhappy, we offer a satisfaction guarantee on any work completed in the last 30 days.


7. I have specialized needs beyond basic bookkeeping. Can you help with that?
Yes. We regularly customize packages to fit more complex needs. This can include dedicated resource time each month for things like advanced reporting, cleanup work, or process support. Think of it like having a fractional bookkeeper or controller available to you on an ongoing basis.


8. I’ve heard that some accounting firms won’t let clients take their QuickBooks Online account with them if they leave. Do you do this?
No. Your QuickBooks data is yours. If you ever leave us for any reason, you take your QuickBooks Online account with you. There are no catches and no extra charges involved.

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