Eminent Financial Services | Bookkeeping, Tax & Virtual CFO Packages
Bookkeeping • Tax • Virtual CFO

Stress-Free Accounting & Tax Support
For Growing Businesses

Eminent Financial Services handles your bookkeeping, tax preparation, tax strategy, and virtual CFO support—so you always know your numbers, minimize your tax bill, and make confident decisions about growth.

Bookkeeping (Monthly / Quarterly / Annual) Business & Personal Tax Preparation Virtual & Fractional CFO Payroll • Audit Support • Consulting
Ideal for businesses $500k+ in annual revenue Individuals, businesses, nonprofits & trusts
Who We Serve

Built For Founders Who Want a Financial Partner, Not Just a Tax Preparer

We can support a wide variety of clients, with a strong focus on businesses grossing at least $500k annually that want better visibility, better strategy, and less stress around their numbers.

Sole Proprietors & LLCs S-Corps & C-Corps Partnerships Nonprofits & Trusts Political Organizations & Campaigns

Growing Small & Mid-Size Businesses

From your first $500k to multiple millions, we clean up your books, streamline reporting, and give you CFO-level insight so you can decide when to hire, invest, or expand.

Professional & Service Firms

Consultants, medical and dental practices, agencies, and other service providers rely on us for timely financials, smart tax planning, and proactive cash flow guidance.

Nonprofits, Trusts & Political Finance

We support fiduciary and not-for-profit entities and offer specialized political finance management services to keep your reporting compliant and clear.

Comprehensive Services

Everything Your Business Needs, In One Financial Partner

Instead of juggling a bookkeeper, a tax preparer, and a separate advisor, Eminent gives you one integrated team for bookkeeping, tax, CFO, and strategic guidance.

Bookkeeping

Monthly, quarterly, or annual bookkeeping, reconciliations, and financial statements prepared so your numbers are always clean, current, and decision-ready.

Tax-ready books included

Tax Preparation (Business & Personal)

Business and individual returns prepared with care, plus support for trusts and not-for-profits—so tax season stops being a fire drill.

Proactive compliance

Tax Planning & Strategy

Year-round planning to legally reduce your tax bill, structure compensation, and align your entity and strategy with your goals.

Minimize tax liability

Virtual / Fractional CFO

Executive-level financial guidance without the full-time salary—budgeting, forecasts, KPI dashboards, and scenario planning for major decisions.

Strategic oversight

Payroll & Compliance

Payroll setup and guidance, support with payroll questions, and coordination with your providers to keep everything consistent with your books and taxes.

Audit Support & Financial Statements

Financial statement preparation and support during audits, reviews, or examinations, so you can respond confidently to requests and inquiries.

Business Consulting

Advisory sessions to help you interpret your financials, improve profitability, and align your money decisions with your long-term vision.

Political Finance Management

Specialized support for political finance—tracking, reporting, and compliance so campaigns and committees stay organized and aligned with regulations.

Monthly Packages

Simple, Transparent Packages Tailored To Where Your Business Is Today

Whether you’re just formalizing your books or need a strategic virtual CFO, we bundle bookkeeping, tax preparation, and advisory into clear monthly retainer tiers.

Starter
Business Starter
Starting around $750/mo (incl. tax preparation)
  • Core monthly bookkeeping & reconciliations
  • Basic financial statements (P&L, balance sheet)
  • Annual business & personal tax return included
  • Email support within 24–48 hours
Most Popular
Business Growth
Typically $1,250–$2,000/mo (customized to your needs)
  • Enhanced monthly bookkeeping & review calls
  • Tax planning sessions during the year
  • Projections & cash-flow snapshots
  • Annual business & personal tax preparation
Advanced
Strategic Partner
Typically $2,000–$4,000+/mo
  • Dedicated advisory sessions each month
  • Budget vs actuals, KPI dashboards & deeper reporting
  • Advanced tax strategy and entity planning
  • Support for more complex operations or multiple entities
C-Suite
Virtual / Fractional CFO
Custom $4,000–$6,000+/mo
  • Full financial leadership without a full-time salary
  • Forecasting, scenario analysis & fundraising support
  • Board-ready reporting and oversight
  • Custom scope tailored to your internal team

Final pricing depends on your entity type, transaction volume, and complexity. We’ll scope everything during a short discovery call and provide a clear proposal before any work begins.

How It Works

A Simple, Structured Process From First Call To Ongoing Support

We keep onboarding straightforward so you can quickly hand off your financial back office, while we set up the systems, reports, and processes you need.

  • 1

    Discovery Call

    We learn your goals, current systems, and pain points—including whether you need one-time work, a retainer, or both.

  • 2

    Scope & Proposal

    We define a clear scope, recommended package, and fee structure aligned with your revenue and complexity.

  • 3

    Onboarding & Document Collection

    We set up secure document collection, gather prior returns and statements, and map out your reporting and tax calendar.

  • 4

    Ongoing Execution & Strategy

    Each month, we handle the work, share your reports, and provide proactive guidance so you’re never in the dark about your numbers.

Client Stories

What Our Clients Say When The Numbers Finally Make Sense

Hear directly from business owners who partnered with Eminent to clean up their books, reduce tax surprises, and gain the kind of clarity that drives confident decisions.

Real business owners. Real results. When your bookkeeping, tax planning, and CFO support are handled by one aligned partner, you can finally stop guessing and start leading with data.

Clients count on us for:

  • Cleaner books and timely, accurate financial reports
  • Proactive, year-round tax guidance—not just filing at the deadline
  • Strategic insight into cash flow, profitability, and growth opportunities

Press play on the testimonials to see how the right financial partner can change the way you run your business.

Video Testimonial 1
Business Owner • On partnering with Eminent
Video Testimonial 2
Founder • On clarity, strategy & support

Why Work With Eminent Financial Services?

We don’t see ourselves as “just” your bookkeeper or tax preparer. Our role is to be your financial partner—helping you understand what your numbers are saying and how to act on them.

  • Integrated services: Bookkeeping, tax, strategy, and CFO support in one place.
  • Flexible engagements: One-time clean-ups or ongoing retainers depending on your needs.
  • Clear communication: Email-first, with structured meetings and defined response times.
  • Specialized support: Experience with business and individual returns, trusts, nonprofits, and political finance.

We also respect your time. Our office hours are set so you know when we’re actively responding, and you’ll never wonder who is handling your engagement.

Do you only work with businesses over a certain revenue?
We can work with businesses of any size and with individuals who need tax preparation. That said, our monthly retainer packages are especially well-suited for businesses grossing around $500k or more that want ongoing support instead of one-off services.
Can I hire you just for tax preparation?
Yes. We provide stand-alone business and personal tax preparation. Many clients start with tax prep and later move into a monthly bookkeeping + advisory package when they’re ready.
Do your packages include both business and personal returns?
Our core monthly packages are designed to include tax preparation for both your business and your individual return, making your overall financial life more cohesive and efficient.
How quickly can we get started?
After our discovery call and proposal approval, we typically kick off onboarding within a matter of days, depending on how quickly prior documents and access are provided.
Get Started

Ready To Take The Back-Office Off Your Plate?

Share a few details and we’ll follow up within one business day to schedule a no-pressure discovery call and walk you through the best options for your situation.