Virtual Accounting Services That Scale With Your Business
From monthly bookkeeping to controller-level oversight, virtual CFO strategy and tax services, New Wave Accounting provides flexible financial support for every stage of growth.
Bookkeeping
Bookkeeping Plans
Our bookkeeping plans are designed to keep your financial records accurate, organized and accessible. Whether you need basic monthly reporting or more advanced accounting support, we provide a scalable foundation for better decision-making.
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What's included
- Monthly bookkeeping
- Bank and credit card reconciliation
- Profit and loss reports
- Balance sheet reports
- Accounts payable and receivable on higher tiers
- KPI dashboards and reporting
- Strategy calls on advanced plans
Controller
Controller Services
For businesses that need more than bookkeeping, our controller services provide experienced oversight, stronger processes and financial statement review without the cost of a full-time in-house controller.
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What's included
- Month-end close oversight
- Internal controls review
- GAAP compliance guidance
- Financial statement review
- Chart of accounts management
- Audit preparation
- Revenue recognition support
- Lender and investor reporting
Virtual CFO
Virtual CFO Services
Our virtual CFO plans provide strategic financial leadership for companies preparing to grow, raise capital, improve cash flow or make more informed business decisions.
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What's included
- Monthly financial review calls
- Cash flow monitoring
- Annual budget builds
- Break-even and runway analysis
- Financial modeling and forecasting
- KPI scorecards
- Investor reporting and decks
- Fundraising support
- M&A diligence preparation
- Executive-level strategy calls
Tax
Tax Services
Comprehensive tax preparation and planning for individuals and businesses. From individual returns to multi-entity business filings and year-round tax strategy, we deliver expert guidance with clarity. All fees are starting prices; final pricing reflects return complexity, number of entities and states filed.
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What's included
- Individual tax preparation (federal and state)
- Business tax preparation for S-Corps, partnerships, C-Corps and non-profits
- Multi-state return support
- W-2, 1099 and investment income reporting
- Deduction optimization
- Year-round tax planning
- Estimated payments and entity structure guidance
- Year-end tax reviews
How It Works
Schedule a Consultation
We learn about your business, goals and current financial needs.
Choose the Right Plan
We recommend the right bookkeeping, controller, CFO or tax solution based on your size and complexity.
Get Set Up Virtually
We connect your systems, organize your workflow and establish secure digital document delivery.
Gain Financial Clarity
You receive consistent reporting, expert guidance and the insight needed to make better decisions.