Guidant Financial - Small Business Funding
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Our Pledge to You

Guidant Financial takes an educational and transparent approach to small business and franchise financing. Our team of financing experts will help you understand your funding options and develop a personalized solution tailored to your businesses needs. We invest in your long-term success so you can create the life you want.

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Accounting & Tax Services

With decades of experience, our team is here to guide your business to a secure, stable, and profitable future.

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Vendor Selection

What do I need to run my business? Will I be compliant? Am I paying too much?

Software Setup

Do I have to do it on my own? What if I set it up incorrectly? Are there hidden fees?

Ongoing Support

Can I talk to a person if I have questions? Will the software/support grow with my business?

You Didn't Start a Business to Spend Your Time Doing Administration Work

The time you have is limited. Don't spend it working with pushy sales people who are looking to sell you expensive add-ons you don't need, who then disappear when it's time to get your business setup right. Resulting in expensive cumbersome payroll burden.  We designed our payroll software specifically for the small businesses we help fund.

FIND THE BEST OPTION FOR YOU

We're Here to Help Your Business Get Started Right

Get Your Questions Answered
Book Time With Our Team

SPEAK WITH THE EXPERTS
Ready to learn more about our Accounting and Tax Services? 

Ask your dedicated Client Success Specialist to learn if Guidant's Accounting and Tax services is the right fit for your small business.

Alex Miller
Client Success 

Still Wondering If Guidant Accounting & Tax is Right for Your Business?

Let us introduce you to our team of experts.

GET YOUR QUESTIONS ANSWERED

Shelby Marker
Client Success 

Accounting & Tax Services to Help Grow Your Business

SEE ACCOUNTING & TAX PLAN OPTIONS

Save Time and Money
Focus on growing your business, instead of on paperwork. With the automation experts on your team, you’ll cut out extra work so you can spend your time where it matters most.

Proactive, Expert Support
Benefit from regular check-ins with your experienced support team - they've seen it all. Your team of QuickBooks, Tax and Accounting experts cover every major industry in all 50 states.

Make Better Decisions
Eliminate guesswork with our best-in-class financial reporting and industry benchmarking. With these insights, you’ll learn how and where to improve your business performance.

Effortless Combined Services
Our services integrate with all major platforms: payroll, point-of-sale, bank account, credit card and more. Guidant 401(k) and payroll clients will have all year end data in one place.

Choose the Right Accounting & Tax Plan for Your Business

Accounting & Tax Support

Best for owners wanting to manage their books. We'll help with initial setup and answer on going questions.

$225/Mo base price

Initial Accounting Setup*

Annual Corporate Tax Return

Unlimited Accounting Software Questions

Unlimited Accountant Questions

Unlimited CPA/Tax Questions

Annual Tax Strategy Planning Session

Quarterly Review Book for Accuracy

Quarterly Financial Reporting & Industry Benchmarking

Monthly Bank Reconciliation

Expense Categorization & Automation

Payroll Import & Reconciliation

Monthly Journal Entries

Monthly Depreciation & Amortization

Monthly AR/AP Review

Monthly Revenue Review

GET STARTED

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Initial Account Setup - $480

Best for new businesses that need support setting up their books but plan on self-managing.

We’ll credit this fee to your subscription if you sign up for a plan within 6 months of setup.

Chart of Accounts Creation

Product/Revenue Setup

Sales Tax Item Setup

Merchant Services Sync

Bank Feed Setup

Reporting Package Setup

Software Package Selection 

Invoicing/Revenue Tracking Training

Payroll Import File Setup - Guidant Only

We won’t sell you costly, unnecessary services. Our plans let you pick exactly what you need to reduce your accounting and tax efforts.

Software Set-up

Can I do this on my own? What if I set it up wrong? Will I be compliant?

Building Success

 How do I successfully manage cashflow? Will my financials show me what’s best for my business?

Ongoing Support

Can I talk to an expert if I have questions? Who can help me best grow my small business?

You Didn’t Start Your Business to Worry About Accounting and Taxes

Why spend valuable time worrying about confusing administration work when you could be focused on growing your business? We designed our Accounting and Tax services specifically for the small businesses we help fund – so you can reduce your administrative burden and gain the financial insights you need to manage a successful business.

FIND THE BEST OPTION FOR YOU

Premium Accounting & Tax

Best for owners who don’t have a CPA. Our experts will handle your accounting, taxes and your books.

$375/Mo base price

Initial Accounting Setup*

Annual Corporate Tax Return

Unlimited Accounting Software Questions

Unlimited Accountant Questions

Unlimited CPA/Tax Questions

Annual Tax Strategy Planning Session

Quarterly Review Book for Accuracy

Monthly Financial Reporting & Industry Benchmarking

Monthly Bank Reconciliation

Expense Categorization & Automation

Payroll Import & Reconciliation

Monthly Journal Entries

Monthly Depreciation & Amortization

Monthly AR/AP Review

Monthly Revenue Review

GET STARTED

Bookkeeping Only

Best for owners who have a trusted CPA. We’ll take the burden of managing your books off your hands.

$325/Mo base price

Initial Accounting Setup*

Annual Corporate Tax Return

Unlimited Accounting Software Questions

Unlimited Accountant Questions

Unlimited CPA/Tax Questions

Annual Tax Strategy Planning Session

Quarterly Review Book for Accuracy

Monthly Financial Reporting & Industry Benchmarking

Monthly Bank Reconciliation

Expense Categorization & Automation

Payroll Import & Reconciliation

Monthly Journal Entries

Monthly Depreciation & Amortization

Monthly AR/AP Review

Monthly Revenue Review

GET STARTED

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Our Service Guarantee

If you’re unhappy with your plan for any reason, we’ll refund up to the last 90 days of payments. All we ask of you is to let us know where we missed the mark and how we can fix it. We’re determined to constantly improve and evolve our services to best help you.

Additional Services for Your Accounting & Tax Needs

If your small business has more complex accounting and taxes need, we’ve got you covered.

Plan Add-Ons

These services can be added to any of our plans to help you further minimize your accounting, tax, and bookkeeping efforts. 

Personal Tax Returns.............................................................................................................................................................$50/Mo

Payroll - Out of Network..........................................................................................................................................................$20/Mo

LEARN MORE

Packages and add-ons are subject to limitations and our terms & conditions. You can view them here or ask your Client Success Representative for more details.

One-Time Services

Have needs that aren’t ongoing? We’re here for you – these services cover your one-time needs.

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Tax Return Extension...................................................................................................................................................................$150

Tax Return Expedite Fee.............................................................................................................................................................$225

1099 Filings (Including Misc, NEC, DIV)..........................................................................................One-Time Fee/Annual Fee

Invoicing.....................................................................................................................................................................................Hourly

Revenue Sync or Reconciliations.........................................................................................................................................Hourly

Special Reporting.....................................................................................................................................................................Hourly

Special Projects........................................................................................................................................................................Hourly

Inventory....................................................................................................................................................................................Hourly

Catch-up Bookkeeping (beyond two months).....................................................................................................................Hourly

Budgeting & Forecasting........................................................................................................................................................Hourly

Sales Tax.....................................................................................................................................................................................Hourly

Other State Tax Filings (eg Property Tax).............................................................................................................................Hourly

Banking (If View Only or Direct Sync Not Available).............................................................................................................Hourly

We don't believe in blank check services. For all hourly services we will provide a quote based on your needs to help you determine a cost estimate.

Packages and add-ons are subject to limitations and our terms & conditions. You can view them here or ask your Client Success Representative for more details.