Patel Bookkeeping
Welcome to Patel Bookkeeping, where our boutique firm is dedicated to helping you organize your current financial affairs in a way that maximizes the market value of your business to an impressive 10 to 20 times SDC – a far cry from the two to three times you might get from a typical business broker.
Our approach is designed to assist you in achieving a generous seven to eight figure exit/retirement nest egg while minimizing taxes.
Our approach is designed to assist you in achieving a generous seven to eight figure exit/retirement nest egg while minimizing taxes.
Services We Offer
Bookkeeping
Keep your financial records in order with our comprehensive accounting and bookkeeping services. From day-to-day transactions to financial statement preparation, we’ve got you covered.
CFO Services
From budgeting and forecasting to financial reporting and risk management, our approach ensures your business operates efficiently and profitably. Take your financial management to the next level, allowing you to focus on what you do best—running and growing your business.
Taxes
Navigate the complexities of tax regulations with confidence. We provide strategic tax planning and ensure compliance to optimize your tax position.
Our Packages
Basic
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ABC Bookkeeping
Accurately categorize each and every one of your transactions. -
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Balance and reconcile all of your bank accounts and credit card statements.
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Create your Income Statement (P&L), Balance Sheet and Statement of Cash Flows (Accrual Basis) so that you have the most accurate and up-to-date numbers for your IRS Form 1040 (Schedule C), Form 1065 (Partnerships) or 1120-S (S Corporations).
STARTING AT: $275/MONTH
Value
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ABC Bookkeeping
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Financial Statements Deep Dive: Analyze all of your financial statements including Income Statement (P&L), Balance Sheet, Statement of Cash Flows (Accrual Basis), Accounts Payable, Accounts Receivable, and provide personalized insights and recommendations for better cash flow management, inventory optimization, process improvement and profit maximization. -
1 CFO Consultation per Month
STARTING AT: $575/MONTH
Premium
- ABC Bookkeeping
- Financial Statements Deep Dive
- 2 CFO Consultations per Month
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Total Cash Flow Management: Full service A/P, A/R where we create ALL your bills and invoices and track ALL your payments.
STARTING AT: $1,575/MONTH
Inner Circle
(Call For Details)
- ABC Bookkeeping
- Financial Statements Deep Dive
- 4 CFO Consultations per Month
- Total Cash Flow Management
- Increase Your Sales and Find You New Customers
- Customized AI
- Dedicated Personal Assistant
- Dedicated Team
- Exit Strategy Planning: 20X SDC equals a $5M exit on a $250K SDC/EBITDA business versus only $500K - $750K from a broker (not to mention the 10% commission).
- Financial, Retirement, Investment and Tax Planning: Safely double your money every 7 to 10 years. Guaranteed withdrawal strategies to never run out of money - EVER.
- Asset Protection: Legal entities and structures crafted by America's top asset protection lawyer backed by actual case outcomes instead of aggressive, in-your-face schemes that get laughed out of court.
- Real Estate Investment Projects: Hotels, Farms, Wedding/Event Venues, Storage Units, Solar Farms, Large Scale BRRRR Projects.
- Mastermind Sessions: Never feel alone or isolated. Bounce business/investment ideas off and network (IN PERSON) with others just like you.
Meet Our Team
Meet the dynamic individuals who drive Patel Bookkeeping
Gaurang Patel
Founder & CEO. Chief Business Analyst
Jess Patel
Accounting, Taxes, Strategic Tax Planning
Cara Bean
Marketing, Social Media
Carol Kerr
Office Administration
Chad West
Website, Word Press and SEO
Matt Rossi
Property Management, Real Estate
Anish Patel
Hotels, Daycares, Franchise Businesses, Boutique Projects
Kiran Patel
Public Markets, IPO, Underwriting, Investment Banking, Foreign Investors
Dan Stephenson
Attorney at Law, Asset Protection, Business Transactions
Sandra McClintock
Tax Preparaton, Tax Strategy
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