Experience our expertise and unparalleled service without switching from your current CPA

Try Graves Accounting & Consulting, CPA, PLLC – Risk Free!

Are you a busy professional looking for better financial insight but not ready to leave your current accountant?

We’ve got you covered!

Our two introductory services let you “test drive” Graves Accounting & Consulting, CPA, PLLC with no long-term commitment. Get expert accounting advice and see how our modern, stress-free approach can benefit you and your business – all at a flat fee.

Try One of Our Signature Introductory Services

Choose the option that fits your current needs.

QuickBooks Wellness Exam

$500

A one-time, detailed checkup of your QuickBooks Online setup

Includes:

  • Chart of Accounts Inspection

  • Transaction Accuracy Check

  • Reconciliation Review

  • Multi-Point Report Card

  • 30-Minute Debrief Call

Comprehensive Financial Assessment

$2,200

Everything in the Wellness Exam, plus advanced forecasting and strategy

Includes:

  • QuickBooks Wellness Exam

  • 12-Month Financial Forecast & Cash Flow Projection

  • Tax Return Review

  • 4-Hour Business Strategy Consultation

QuickBooks Wellness Exam

A thorough inspection of your QuickBooks Online file. We’ll evaluate your chart of accounts, recent transactions, and reconciliations, then deliver a clear “financial health report card” and wrap up with a 30‑minute debrief call.

What's Included:

  • Chart of Accounts Inspection: We’ll review your setup to ensure accounts are properly organized, consistently named, and aligned with best‑practice structures for accurate reporting.

  • Transaction Accuracy Check: A deep dive into recent transactions to spot misclassifications, duplicates, or uncategorized entries that could skew your financials.

  • Reconciliation Review: We’ll verify that your bank and credit card statements are fully reconciled, identifying any outstanding items or discrepancies.

  • Multi‑Point Report Card: You’ll receive a clear, easy‑to‑read “financial health report card” summarizing our findings across each review area, rating your books on clarity, accuracy, and best practices.

  • 30‑Minute Debrief Call: A virtual meeting to walk through your report card, highlight quick‑win fixes, and answer any questions.

Why It’s Valuable:

This is like a multi‑point inspection for your finances. You’ll gain peace of mind knowing your QBO file is accurate and set up for success, plus actionable insights to streamline your bookkeeping going forward without having to commit to ongoing services.

Ready to get started? Let’s connect!

Comprehensive Financial Assessment

An in-depth, CFO-level analysis and plan for your business’s financial future. Ideal for businesses seeking growth or improved cash flow management.

What’s Included:

  • Everything in QuickBooks Wellness Exam

  • 12‑Month Financial Forecast & Cash‑Flow Projection: We’ll build a customized 12-month model projecting your revenue, expenses, and net cash position month by month, enabling confident planning for hires, capital expenditures, and working‑capital needs.

  • Tax Return Review: A focused review of your most recent tax return to identify common missed deductions, credits, and planning opportunities using a proven partner‑level review process.

  • Q&A and Business Strategy Consultation: One 4-hour dedicated consultation to walk through your results, explore your goals, challenges, and opportunities, and answer your questions on topics like entity structure, payroll systems, owner compensation, and more. You’ll leave with a clear, strategic action plan tailored to your business.

Why It's Valuable:

You’ll walk away with a clear understanding of where your business stands today, what’s working, and what needs attention – plus the financial tools and insight to make informed decisions going forward. Whether you apply the findings on your own, with our help, or in collaboration with your current CPA, you’ll have greater clarity, control, and confidence in your next steps.

Ready to get started? Let’s connect!

Why These Offers?

Our goal is to make your business finances stress-free. These introductory packages allow you to experience our services firsthand with minimal cost and commitment. You don’t need to drop your current CPA – think of us as a fresh set of eyes and a source of new ideas for saving money and growing your business.

Ready to get started?

Book your free consultation or schedule an Introductory Service today! Complete the form to get started today. We’ll discuss which package fits your needs and get you on the calendar.