40 ACCOUNTING™

For CEOs who need clarity and clean books.

One stop for all your accounting essentials. Bookkeeping, tax strategy, and CFO services, so your money matters are handled.

Loved by 100+ Small Business Owners

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Bookkeeping

Tax Services

CFO Services

Bookkeeping

Stay on top of your business finances with reliable bookkeeping. Let our team handle your day-to-day financial tasks with ease.

All Plans include:

All Plans

include:

Monthly bookkeeping

Quarterly financial reviews

Tailored Plans include:

Tailored Plans

include:

Monthly financial reporting & analysis

Payroll services

Chart of accounts review & setup

Accounts Receivable and Accounts Payable Outsourcing

coffee mug near open folder with tax withholding paper

Tax Services

Expert help to navigate tax season stress-free. Reliable support every step of the way.

All Plans include:

All Plans

include:

Tax consultation

Business tax return preparation

Tailored Plans include:

Tailored Plans

include:

Quarterly tax reviews

Quarterly tax estimates

Individual tax return preparation

Individual and business tax planning

Return on your first-year tax fees. Guaranteed

Days to clean books

100+

Businesses served

"The first time my business tax return was not extended in over 20 years."

Prashant Singri
Alloy Personal Training

"The first time my business tax return was not extended in over 20 years."

Prashant Singri
Alloy Personal Training

Meet Our Customers

a person holding a cell phone up to their ear

CFO Services

Plan ahead with professional financial planning and analysis. We help you make informed decisions with detailed financial insight.

All Plans include:

All Plans

include:

Quarterly financial reviews

Monthly financial reporting & analysis

Tailored Plans include:

Tailored Plans

include:

Strategic financial health assessment

Customized financial KPI dashboard

Revenue analysis

Annual financial model / budget

Our process

Clean books. Clear numbers. Fast.

Set it once, then let it run. Prospect handles the repeatable with precision, freeing you to focus on what actually requires your input.

Streamlined Setup

We clean up your books and build systems that stay organized, so no more year-end surprises.

Proactive Planning

We don't just file, we strategize. We offer quarterly reviews and tax planning that saves you money.

Dedicated Support

A team that knows your business inside and out. We're responsive, reliable, and always in your corner.

Need some help?

We’re here to provide support and assistance.

Contact our team

Need some help?

We’re here to provide support and assistance.

Contact our team

Need some help?

We’re here to provide support and assistance.

Contact our team

common questions

We’re here to answer your
questions.

40 Accounting™ works with you to pick the right plan for your business.

How It Works

Getting Started

Approach & Fit

What's included in the bookkeeping service?

All plans include monthly bookkeeping and quarterly financial reviews. Tailored plans add monthly reporting, payroll, chart of accounts setup, and customer/vendor list management.

How is 40 Accounting different from my current CPA?

Most CPAs are reactive. We combine bookkeeping, tax strategy, and CFO-level insight into one integrated service—proactive, not just compliant.

Do you handle payroll?

Yes, payroll services are available as part of our tailored bookkeeping plans.

Can you integrate with my existing systems?

Yes. We work with QuickBooks, Xero, and most major accounting platforms.

How often will I get financial reports?

Monthly reporting and analysis is included in tailored plans. All clients get quarterly financial reviews at minimum.

What makes your tax services different?

We don't just file—we plan. Quarterly reviews, proactive strategy, and year-round support to minimize liability and build wealth.

Do you offer CFO services without bookkeeping?

Yes. You can choose CFO services on their own or bundle them with bookkeeping and tax for full financial clarity.

What happens first?

We start with personalized onboarding, then move to assessment and consultation, and finally launch your 40 Accounting Success Plan.

How quickly can we get started?

Most clients are onboarded within 2–3 weeks. If your books need cleanup, it may take slightly longer.

What do I need to prepare?

Access to your accounting system, bank statements, and any existing financial reports. We'll handle the rest.

Is there a contract or commitment?

We offer flexible plans based on your needs. We'll work with you to pick the right one.

What if my books are a mess?

That's exactly why we're here. We'll clean them up, get you current, and build a system that stays organized.

Can I start with just bookkeeping and add services later?

Absolutely. Start where you need the most help and add tax or CFO services as you grow.

Do you work with businesses outside the US?

Currently, we serve US-based businesses only.

What size companies do you work with?

We work with CEOs of companies between $400K and $40M in revenue—the same clients 40 Strategy serves.

Is 40 Accounting right for my industry?

We're industry-agnostic. If you need clean books, tax strategy, and CFO-level insight—we can help.

How does 40 Accounting connect to 40 Strategy?

Seamlessly. Your financials feed directly into your strategic plan—so every decision is backed by real numbers.

Do you offer individual tax services?

Yes. Individual tax return preparation and planning are available in our tailored tax plans.

How hands-on is the team?

Very. You'll have a dedicated point of contact who knows your business and numbers inside and out.

Can 40 Accounting help me prepare for an exit?

Absolutely. Clean financials and clear reporting are critical for valuation. We'll get you ready.

What if I already have a CPA I like?

We can work alongside them or take over completely—whatever makes sense for your situation.

How It Works

Getting Started

Approach & Fit

What's included in the bookkeeping service?

All plans include monthly bookkeeping and quarterly financial reviews. Tailored plans add monthly reporting, payroll, chart of accounts setup, and customer/vendor list management.

How is 40 Accounting different from my current CPA?

Most CPAs are reactive. We combine bookkeeping, tax strategy, and CFO-level insight into one integrated service—proactive, not just compliant.

Do you handle payroll?

Yes, payroll services are available as part of our tailored bookkeeping plans.

Can you integrate with my existing systems?

Yes. We work with QuickBooks, Xero, and most major accounting platforms.

How often will I get financial reports?

Monthly reporting and analysis is included in tailored plans. All clients get quarterly financial reviews at minimum.

What makes your tax services different?

We don't just file—we plan. Quarterly reviews, proactive strategy, and year-round support to minimize liability and build wealth.

Do you offer CFO services without bookkeeping?

Yes. You can choose CFO services on their own or bundle them with bookkeeping and tax for full financial clarity.

What happens first?

We start with personalized onboarding, then move to assessment and consultation, and finally launch your 40 Accounting Success Plan.

How quickly can we get started?

Most clients are onboarded within 2–3 weeks. If your books need cleanup, it may take slightly longer.

What do I need to prepare?

Access to your accounting system, bank statements, and any existing financial reports. We'll handle the rest.

Is there a contract or commitment?

We offer flexible plans based on your needs. We'll work with you to pick the right one.

What if my books are a mess?

That's exactly why we're here. We'll clean them up, get you current, and build a system that stays organized.

Can I start with just bookkeeping and add services later?

Absolutely. Start where you need the most help and add tax or CFO services as you grow.

Do you work with businesses outside the US?

Currently, we serve US-based businesses only.

What size companies do you work with?

We work with CEOs of companies between $400K and $40M in revenue—the same clients 40 Strategy serves.

Is 40 Accounting right for my industry?

We're industry-agnostic. If you need clean books, tax strategy, and CFO-level insight—we can help.

How does 40 Accounting connect to 40 Strategy?

Seamlessly. Your financials feed directly into your strategic plan—so every decision is backed by real numbers.

Do you offer individual tax services?

Yes. Individual tax return preparation and planning are available in our tailored tax plans.

How hands-on is the team?

Very. You'll have a dedicated point of contact who knows your business and numbers inside and out.

Can 40 Accounting help me prepare for an exit?

Absolutely. Clean financials and clear reporting are critical for valuation. We'll get you ready.

What if I already have a CPA I like?

We can work alongside them or take over completely—whatever makes sense for your situation.

woman in blue tank top standing beside white wall

"We now rely on 40 Accounting for all our bookkeeping needs."

Ven Price

CEO, Baincroft

Ven Price

CEO, Baincroft

Meet our Customers

For CEOs who need clarity and clean books.

Bookkeeping

Tax Services

CFO Services