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Comprehensive Financial Services Tailored to Your Business Needs

At I.M Crepaldi Accounting Inc, we offer a wide range of financial services designed to support businesses at every stage of growth. From accurate bookkeeping and tax preparation to advanced CFO-level consulting and financial strategy, our expertise helps you navigate complexities with confidence.

Goal Setting and Financial Planning

Define clear financial objectives for your business and create actionable plans to achieve them.

Monthly Bookkeeping

Ensure accurate tracking of your transactions with tailored bookkeeping methods for your business.

Transaction Categorization

Organize your finances with precision by categorizing transactions for better clarity and reporting.

Bank Reconciliation

Keep your accounts accurate by reconciling your business transactions with bank records.

Profit & Loss (P&L) Statements

Receive detailed P&L reports to monitor your business's performance and profitability.

Balance Sheets

Understand your company’s financial position with clear and accurate balance sheets.

Cash Flow Statements

Track the flow of cash in and out of your business to ensure healthy financial management.

Financial Reporting

Gain insights with detailed financial reports tailored to your business needs.

Custom KPI Tracking

Monitor essential business metrics like customer acquisition costs and gross margins with custom KPI tracking.

Annual Tax Preparation and Filing

Simplify your tax season with expert preparation and filing services, ensuring compliance and maximum deductions.

Quarterly Tax Advisory Sessions

Stay on top of your tax obligations with proactive quarterly advisory sessions.

Revenue Recognition

Accurately track and manage revenue for better financial clarity and compliance.

Cost of Goods Sold (COGS) Tracking

Keep track of your COGS to improve profitability and make informed decisions.

Deferred Revenue Tracking

Accurately manage deferred revenue to align with accounting standards and improve cash flow management.

Inventory Management

Streamline your operations with precise inventory tracking and management.

Dedicated Bookkeeper Access

Work directly with a dedicated bookkeeper for ongoing support and personalized service.

Custom Financial Reporting

Create detailed financial reports tailored for board meetings and investor presentations.

KPI Dashboard Creation

Gain real-time insights into your business’s performance with intuitive KPI dashboards.

Budgeting and Forecasting Tools

Plan for the future with powerful tools to create budgets and financial forecasts.

Fractional CFO Consultations

Work directly with a dedicated bookkeeper for ongoing support and personalized service.

Financial Modeling and Scenario Planning

Prepare for any situation with advanced financial modeling and scenario analysis.

Fundraising and Investor Reporting Support

Prepare for successful fundraising with professional investor reports and insights.

R&D Tax Credit Services

Maximize eligible deductions with expert guidance on R&D tax credits.

Catch-Up Bookkeeping

Bring your records up-to-date with our efficient catch-up bookkeeping services.

Our Packages

Find the Perfect Package to Support Your Business Growth

At I.M Crepaldi Accounting Inc, we understand that every business has unique financial needs. That’s why we offer three comprehensive packages designed to meet you where you are

Essential Financial Package

$400 - $600/Month

Freelancers, small business owners, and startups with straightforward financial needs.

Including:

  • Goal Setting: Develop clear, actionable financial goals tailored to your business objectives.
  • Basic Bookkeeping (Cash Basis): Categorize transactions, reconcile bank accounts, and generate monthly Profit & Loss (P&L) statements and balance sheets.
  • Basic Financial Reporting: Simple reports to monitor cash flow, income, and expenses, with a vertical analysis of P&L.
  • Annual Tax Preparation and Filing: Comprehensive federal and state tax filing with guidance on maximizing deductions.
  • Dedicated Bookkeeper Access: Direct support from a bookkeeper via a secure online portal, app, and email.
  • Quarterly Report Reviews: Receive a video review of basic financial performance every quarter.
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Enhanced Growth Package

$800 - $1,200/Month

A powerful package for businesses ready to move beyond basics, offering strategic insights to guide sustainable growth.

Including:

  • Goal Setting: Establish growth-focused financial targets to guide your business strategy.
  • Accrual-Based Bookkeeping: Includes tracking revenue, deferred income, and Cost of Goods Sold (COGS) for accuracy in financial statements.
  • Enhanced Financial Reporting: Monthly P&L, balance sheet, and cash flow statements with trend analysis to identify growth opportunities.
  • Custom KPI Tracking: Track metrics like customer acquisition cost, retention, and gross margins for better insights.
  • Quarterly Tax Advisory: Proactive guidance on deductions, credits, and compliance.
  • Quarterly CFO Check-Ins: Strategic sessions to review budgets, cash flow projections, and identify cost-saving opportunities.
  • Access to Financial Dashboards: Real-time updates on cash flow and profit margins through a user-friendly dashboard.
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All-Inclusive Strategic Package

$1,500 - 2,500+/Month

A full financial management experience designed to scale high-growth companies while maintaining compliance and strategic focus.

Including:

  • Advanced Bookkeeping: Comprehensive revenue recognition, inventory management, and multi-channel sales reconciliations.
  • Custom Financial Reporting: Monthly P&L, balance sheets, and cash flow statements with tailored reports for board meetings and investors.
  • CFO-Level Support: Monthly fractional CFO sessions for strategic planning, fundraising readiness, and investor reporting.
  • KPI Dashboards: Real-time insights into essential metrics like burn rate, retention, and customer lifetime value.
  • Tax Compliance & Advisory: Full federal, state, and local tax filing, along with year-round guidance to optimize tax strategies.
  • On-Demand Consulting: Unlimited email support and scheduled calls for strategic or ad hoc financial questions.
  • Add-Ons Available: Fundraising support, investor relations, and additional custom reporting.
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Partner With Us for Your Financial Growth

At I.M Crepaldi Accounting Inc, we’re more than just accountants—we’re your strategic partners in financial success. Whether you’re a freelancer looking for clarity, a growing business in need of better financial insights, or a high-growth company seeking advanced support, we have the tools, expertise, and commitment to help you thrive. Your success is our mission, and we’re here to guide you every step of the way.

Schedule Your Free Consultation

Contact Us

We’re Here to Help Your Business Thrive

At I.M Crepaldi Accounting Inc, we’re always ready to support your financial goals. Whether you need help with bookkeeping, tax planning, or strategic financial guidance, let’s start the conversation today.

 

Our Address

33 Bassett Lane, suite 111, Hyannis. MA

Our Phone Number

(508) 296-8040

Our Email

contact@crepaldibookkeeping.com

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