Terms of Service
ACCOUNTING | BOOKKEEPING
Solutions for Growing Businesses
With our Accounting & Bookkeeping service, you'll experience:
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Executive-Level Financial Oversight
Experience white-glove bookkeeping and financial reporting that empowers you to lead with clarity and confidence -
Stress-Free Tax Strategy
We don’t just file—we Forecast. Enjoy peace of mind with proactive planning and elegant execution, all year long. -
Seamless, Hands-Off Payroll
Your team gets paid on time, every time—without you lifting a finger. Compliance? Covered. Headaches? Gone.
Who we serve
01
6 FIGURES + BUSINESS
OWNER
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FOCUS ON
SCALING
03
READY TO
DELEGATE
04
STAY IRS COMPLIANT YEAR ROUND
05
FOCUS ON
WEALTH BUILDING
Services
BOOKKEEPING
SOFTWARE SETUP
FINANCIAL REPORT
PROFIT CLARITY​
BOOKKEEPING
YEAR ROUND STRATEGIC PLANNING*
TAX PREPARATION
DEDUCTION REVIEWS
ACCOUNTING
ESTIMATED TAX CALCULATION
FEDERAL & STATE FILLING
DONE FOR YOU FILING
QUATERLY TAXES
Our Signature Program
Introducing
The Strategic CEO
Elite Financial Management for Visionary Leaders
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When you’re running a thriving business, you don’t have time for bookkeeping headaches, payroll complications, or last-minute tax stress. The Strategic CEO was designed for high-earning entrepreneurs who demand accuracy, strategy, and premium-level service without the overwhelm.
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This isn’t just number crunching. It’s a comprehensive, white-glove financial partnership that keeps your business running smoothly while positioning you for sustainable growth.
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What we will do on your behalf :
Bookkeeping — Accurate, Up-to-Date Financials You Can Trust Every transaction, every detail—recorded with precision. Your books are updated monthly, reconciled for accuracy, and organized so you can make decisions with confidence.
✅Result: Crystal-clear financials that are always tax-ready and growth-ready.
Accounting Oversight — Financial Clarity at a Glance. We don’t just hand you reports—we interpret them. From monthly statements to trend analysis, we give you the insights to drive smart, profitable decisions.
✅Result: Strategic clarity that turns numbers into opportunities
Quarterly Tax Preparation — No More Last-Minute Surprises Tax planning happens all year, not just in April. We calculate and file your quarterly payments, track deductions, and make sure you stay compliant—without scrambling.
✅Result: Reduced tax liability and zero year-end panic.
Strategic Advisory — Your Partner in Financial Growth. This is the difference-maker. We work with you one-on-one to design a financial strategy that optimizes cash flow, minimizes taxes, and supports your scaling goals.
✅Result: A clear, actionable plan for growth backed by expert financial guidance.
Payroll Management — Hassle-Free, Accurate, and On Time . Your team is your greatest asset—we make sure they’re paid correctly and on schedule. From tax withholdings to compliance, payroll is handled start to finish.
✅Result: Happy employees, no payroll headaches, full compliance.
The Strategic CEO Program's Packages
Package Perfect for What’s Included Monthly
Investment
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- 60 minutes Strategic Tax Planning Session
- Bookkeeping software setup
- Monthly Bookkeeping
- Quarterly Taxes Preparation &
Filing
- Annual Tax Preparation/Filing
-Client Portal
(Obtain, Upload document & receive communications via secure portal )
Business owners who want reliable financials and tax compliance
Basic
$499 a month
$597 a month
- Everything in Basic, plus:
- Monthly Accounting Oversight Reports
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-Quarterly Strategic Financial Session​
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CEOs who want accuracy and proactive financial insights
Premium
- Everything in Premium, plus:
- Dedicated Strategic Advisor [CFO services]
- Custom Growth & Tax Optimization Plan
- Annual Tax Filing
- Priority Response & Support
High-growth leaders who want a full financial partner on their team
VIP
Frequently Asked Questions
Q: Do I need bookkeeping if I’m using QuickBooks or a spreadsheet?
A: Yes—QuickBooks is a tool, not a strategy. Most business owners using DIY software still miss key details, miscategorize expenses, or fail to reconcile accounts. We make sure it's done right, every time.
Q: Can you clean up my books if they’re behind or a mess?
A: Absolutely. Whether you’re 3 months or 3 years behind, we specialize in cleanup and catch-up services that get your books IRS- and CPA-ready.
Q: What software do you use?​
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A: We work primarily with QuickBooks Online and can integrate with platforms like Stripe, Square, Gusto, and more. We keep things cloud-based, secure, and accessible.
Q: How do you help reduce my tax liability?
A: Through proactive expense planning, entity structure review, retirement contribution strategy, and identifying industry-specific deductions. It’s all customized to how your business actually runs.
Q: Do I have to pay quarterly taxes?
A: If you're a sole proprietor, LLC, or S-Corp owner making income without taxes withheld (like from clients or platforms), then yes—you’re legally required to make estimated payments every quarter.
Q: What happens if I don’t pay quarterly taxes?
A: You could face IRS penalties, interest charges, and a painful tax bill at year-end. We help you calculate what’s owed and file on time so you're always covered.
Why businesses choose us
📘 Streamlined Bookkeeping & Accounting
✅ Real-Time Financial Insights – See exactly where your business stands—no guesswork.
✅ Audit-Ready Books – Always prepared, always accurate.
✅ Delegation That Delivers – Stop managing numbers. Start managing growth.
💸 Proactive Tax Strategy & Quarterly Filing
✅ Maximize Every Deduction – Save money with strategic planning tailored to your business.
✅ Quarterly Tax Filing – Avoid penalties and stay ahead of deadlines.
✅ Year-Round Support – We don’t disappear after tax season. We're in it with you all year long.
🖤 Concierge-Level Service
✅ White-Glove Experience – We handle everything so you can focus on vision and leadership.
✅ Confidential & Professional – Discreet, secure service for CEOs, firms, and founders.
You’ve Built the Business. Now Let’s Protect and Scale It.
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Let The LKE Group simplify your backend so you can stay in your zone of genius.