5.0 out of 5 based on 41 reviews
The CPASystem™
Three steps. The first one is free and you keep what it produces.
2-4 weeksFoundation Buildout
FreeDiscovery call and assessment
CPAAnalyzed
★★★★★“Since adding Alex with Stronghold Accounting for our bookkeeping, it has truly been a Godsend for our business. Alex cleaned up a difficult QuickBooks transition and became a game changer for our month-to-month bookkeeping.”Patty LeslieTampa
★★★★★“I like that you're helping me strategize, not just giving me numbers. There were still blind spots that you've been able to uncover for me. I didn't think that was possible.”JoelService-business owner
★★★★★“Alex and his team helped bring the books current and continue to provide monthly support while helping plan for growth.”Dr. MaloneLake Mary
★★★★★“Alex is sharp, detail-oriented, and genuinely passionate about his work. He explains the numbers clearly and helps business owners gain more control over their finances.”Baxter McCoyOrlando
★★★★★“Since adding Alex with Stronghold Accounting for our bookkeeping, it has truly been a Godsend for our business. Alex cleaned up a difficult QuickBooks transition and became a game changer for our month-to-month bookkeeping.”Patty LeslieTampa
★★★★★“I like that you're helping me strategize, not just giving me numbers. There were still blind spots that you've been able to uncover for me. I didn't think that was possible.”JoelService-business owner
★★★★★“Alex and his team helped bring the books current and continue to provide monthly support while helping plan for growth.”Dr. MaloneLake Mary
★★★★★“Alex is sharp, detail-oriented, and genuinely passionate about his work. He explains the numbers clearly and helps business owners gain more control over their finances.”Baxter McCoyOrlando
★★★★★“Since adding Alex with Stronghold Accounting for our bookkeeping, it has truly been a Godsend for our business. Alex cleaned up a difficult QuickBooks transition and became a game changer for our month-to-month bookkeeping.”Patty LeslieTampa
★★★★★“I like that you're helping me strategize, not just giving me numbers. There were still blind spots that you've been able to uncover for me. I didn't think that was possible.”JoelService-business owner
★★★★★“Alex and his team helped bring the books current and continue to provide monthly support while helping plan for growth.”Dr. MaloneLake Mary
★★★★★“Alex is sharp, detail-oriented, and genuinely passionate about his work. He explains the numbers clearly and helps business owners gain more control over their finances.”Baxter McCoyOrlando
What the CPASystem™ is
The CPASystem™ is how every Stronghold engagement runs: a free discovery call, a foundation buildout that fixes what is wrong, then an ongoing monthly cycle. It exists because most accounting relationships begin with an invoice and a login, and the client never finds out what condition their books were actually in.
Step one
Free discovery call
We look for two things: compliance red flags, and profit opportunities being missed.
Deductions and opportunities the current setup is obscuring
Whether the entity structure still fits the business
Whether the books tie out and where they do not
Owner compensation, particularly for S-corps
How far behind the file is, if it is
Step two
Foundation buildout
This is where the compliance risk gets cleared and the missed opportunities get captured.
Depending on what the assessment found, that means some combination of:
Cleanup and catch-up on the existing file.See cleanup and catch-up.
Chart of accounts rebuilt for how your business actually works and what you need to see.
Software set up or migrated, usually QuickBooks Online.See QuickBooks bookkeeping and setup.
Entity and compensation decisions made deliberately, as part of tax planning.
A close calendar agreed, so you know when numbers arrive.
Step three
The ongoing CPASystem™
Clear numbers every month, and no surprises from errors or penalties.
Step 1WeeklyTransactions categorized and reconciled as they happen, so the file is current rather than rebuilt at month end.
Step 2MonthlyThe period is closed, analyzed by a licensed CPA, and delivered with an executive summary explaining anything that needs attention.
Step 3Through the yearTax position and profit opportunities reviewed while something can still be done about them, rather than reported after the fact.
Step 4Advisory meetingsCPASystem™ includes quarterly Profit & Tax Strategy Meetings. CPASystem™ Plus includes monthly meetings. Essentials does not include advisory.
What it costs
50% up front, 50% on completionThe Foundation Buildout typically takes 2-4 weeks and is paid 50% up front and 50% on completion.
See ongoing pricing →Why it is built this way
The assessment comes first because nobody should buy accounting blind. Most engagements start with a quote based on a conversation. Ours starts with someone looking at the actual file.The foundation comes before the monthly cycle because the alternative does not work. Running a clean monthly process on top of a broken file produces accurate reports of the wrong numbers. It is also the reason a cheap monthly fee often costs more in the end: the underlying problem was never addressed, so every month reports it again.The work is weekly because monthly is too slow. A miscoding found in week two is a correction. The same miscoding found in March is a cleanup, and by then it has been reported to you eleven times.The assessment is free because it is the only honest way to quote. A price given before anyone has looked at the file is a guess, and guesses get corrected upward once the work starts. Scoping from what is actually there means the number we give you is the number you pay.
Proof
Stronghold's tax-planning work is designed to identify opportunities that can range from $10,000 to $100,000, depending on the business and its circumstances. Results vary, and every recommendation is based on the client's actual books and tax position.See client results →
Alex M. Riccio, CPAFounder & CEO
You get a financial health assessment within 24 hours covering what we found in your current file. It is written down, it is specific, and it is yours whether or not you hire us. If someone else can act on it faster or cheaper, take it to them.
Talk to Alex →Start with step one
The discovery call is free and the assessment is yours to keep.
Book a Free Discovery Call