Core Accounting
Keep your financials organized and your business decisions informed. We make sure your numbers are accurate, timely, and working in your favor.
What is Core Accounting
Our Core Accounting Services go beyond basic number crunching. We provide meticulous monthly bookkeeping via various software, ensuring your financial records are always accurate and up-to-date with detailed bank and credit card reconciliations. We also track notes and loan balances, manage amortization and depreciation schedules, and deliver professionally formatted financial statements. To keep you fully informed, we provide quarterly financial reports complete with insightful video walkthroughs, so you always understand your business’s financial health.
Pricing
Three Flexible Paths
Choose the Level of Support That Fits Your Life and Business
Basic
Essential services for starting your business journey with confidence.
Services
- Monthly bank account reconciliation and book reviews
- Secure client portal + encrypted document storage
- Year-end financial statements
- Annual Zoom meeting
- Email support
Enhanced
Robust accounting and compliance support with quarterly insights.
Services
- Reconciliation of bank, loan, and note balances
- Quarterly financial statements
- Payroll reports with W-2s and 1099 filings
- Monthly sales tax filings and IRS/tax notice responses
- Advanced tax planning, audit support, and IRS representation
- Federal and state tax return preparation
- Amortization schedules
PREMIER
Full-service financial oversight with strategic planning and reporting.
Services
- Monthly management-level financial statements
- Business and personal federal tax return preparation
- Year-end profit projections and tax estimate reports
- Audit and IRS support
- Preparation of personal property tax, workers’ comp, and third-party bill payments
Basic
Essential services for starting your business journey with confidence.
Services
- Monthly bank account reconciliation and book reviews
- Secure client portal + encrypted document storage
- Year-end financial statements
- Annual Zoom meeting
- Email support
Enhanced
Robust accounting and compliance support with quarterly insights.
Services
- Reconciliation of bank, loan, and note balances
- Quarterly financial statements
- Payroll reports with W-2s and 1099 filings
- Monthly sales tax filings and IRS/tax notice responses
- Advanced tax planning, audit support, and IRS representation
- Federal and state tax return preparation
- Amortization schedules
PREMIER
Full-service financial oversight with strategic planning and reporting.
Services
- Monthly management-level financial statements
- Business and personal federal tax return preparation
- Year-end profit projections and tax estimate reports
- Audit and IRS support
- Preparation of personal property tax, workers’ comp, and third-party bill payments
FAQ's
Frequently Asked Question
You can choose the level of service that best fits your current needs. Whether it's essential bookkeeping or full-service advisory. Each plan is clearly outlined with no hidden fees, so you can scale up or down at any time with confidence.
We will schedule a remote discovery meeting. This will enable you to ask questions, and us to better understand your needs. From there, we will submit a proposal and an engagement letter if you decide to proceed.
Not at all. You can cancel our services at any time. We work on a monthly basis with fixed pricing, so there are no surprise invoices or contracts locking you in.
We use a private, secure client portal where you’ll receive notifications about which documents need to be uploaded. Depending on your plan, you may also have access to Zoom meetings with your advisor for more hands-on support.
If a need arises that falls outside the agreed scope, we’ll discuss it with you beforehand. These are billed separately so you’re never surprised.
Why Choose Us
We will help you achieve all your business goals
In today’s fast-paced business world, you need more than just an accountant – you need a trusted financial partner. At Dunaway and Willis PC, we blend a rich legacy of client trust with a modern, forward-thinking approach.
- Decades of Proven Trust
- Beyond Traditional Accounting
- Data-Driven Insights
- Consulting-First Approach
- Experienced Team of Professionals
- Efficient Implementation Support
- Focus on ROI and Growth
- Consultant Experts In Their Field
Ready for a Smarter Financial Future?
Contact us today to discover how our modern consulting and subscription pricing can simplify your tax and accounting needs.