Finance and Accounting Services
Are you finding the time you need to run your business AND stay on top of the many time consuming financial tasks required of a business? Bookkeeping, tax and payroll compliance, and the list goes on. No?
Add Holdaway Financial. Our goal is to take this worry off of your hands so you have that time to actually grow your business!
We believe that providing well-rounded service is the key to a successful relationship. Our pricing is set up for this purpose, plus our add-on services fill in the gaps to ensure your business’ financial system is complete.
Bookkeeping Options (current year)
Basic – Annual Revenue of $100k – $400k: $500 per month
Select – Annual Revenue of $401k – $700k: $900 per month
Pro – Annual Revenue of $701k – $1m: $1500 per month
*Custom quotes required for annual revenue over $1 million, please contact us.
All bookkeeping options include the following services:
Tax Preparation Services
Individual Returns – Base fee (including 1 state) $400 ($150-$350 for child/student), additional fees for schedule Cs, rentals, brokerage accounts, K1s or other investments, other complex tax events
Business Returns – Base fee (including 1 state) $750, additional fees for more than 2 owners, special allocations, additional states/jurisdictions, ownership changes
Add-on Services
Other state and local taxes (sales tax, property tax, etc.) – $15 per month
Quarterly/Annual Payroll Reports – $50 per month
Informational Form Reporting (1099, 1042, etc.) – $10 per form
Prior years bookkeeping (back work needed) – determined based on applicable revenue, contact for details.
Consulting – $150 for first hour, $100 for each additional hour (prorated to 15 min increments)
CFO Services – $2500 to $9500 per month depending on business needs
If the service needed is not listed, it may still be provided, please contact us for more details.
Joelee Holdaway, CPA
Managing Partner
Professional Experience
Joelee has been employed in the accounting field for over 15 years in private industry and public accounting. Her education and experience in accounting and finance allows her to provide exceptional services in the areas of accounting, tax, and small business consulting. She also has a comprehensive knowledge of Quickbooks and U.S. GAAP.
Accounting and Audit Services
Joelee has experience in Accounting and Auditing in previous public accounting employment. She specialized in the preparation of financial statements in accordance with the AICPA Statements on Standards for Accounting and Review Services and Auditing. She is also experienced in the preparation of compilations, reviews, and audits across a comprehensive range of industries including Nonprofit Organizations and Contractors.
Tax Planning and Preparation
Joelee has the specialized training necessary to prepare income tax returns for individuals and businesses in compliance with complex Internal Revenue Service regulations.
Consulting
Joelee provides a wide variety of consulting services to her clients. Her specialties include strategic business planning, profit and efficiency maximization, accounting system design, and accounting software utilization.
Licenses & Credentials
Certified Public Accountant – Utah
Education
Masters of Science in Accounting – University of Nevada, Las Vegas
Professional Memberships
American Institute of Certified Public Accountants (AICPA)
Utah Association of Certified Public Accountants (UACPA)
