MASCPA Pathways: Confidence at Each Stage
Clear books. Better insights. Smarter decisions.
When the numbers start to blur, MASCPA gives you clarity. We combine bookkeeping, tax, and strategy so your finances guide every decision with confidence.
MASCPA Provides Compliance:
1. Clean, tax-ready, reconciled books
2. 13-week cash view so you know what’s safe to spend
3. Simple monthly reporting in plain English
Solution: Compliance without chaos, a 5% improvement in margin, and a real handle on cash.
MASCPA Establishes Clarity:
1. A/R & A/P management with collections rhythm and vendor terms
2. Monthly financials delivered by the 10th business day
3. KPI dashboards (DSO, discounts, margin, runway) for controller-level visibility
Solution: Data driven insights, objective oriented insights, and stronger controls to driving strategy.
MASCPA Delivers Confidence:
1. Numbers you can trust monthly
2. leadership-ready scorecards and monthly management reporting
3. Forecasting, scenarios, and capital allocation support
Solution: Trusted numbers, monthly accountability, and clear strategy to scale.
At MASCPA, bookkeeping isn’t just compliance. It’s the foundation for clarity, control, and smarter decisions—integrated with tax strategy and aligned to your bigger financial picture.”
MASCPA Accounting Pathways
Numbers blur as you grow. We bring them back into focus.
Our packages scale with you, whether you are starting up, scaling fast, or stabilizing for the long run, you’ll get the clarity and financial rhythm to move forward with confidence.
Startup: Accounting 101
$1500 / month
Bad books kill momentum. We keep yours clean so you can focus on growth.
- Clean, reconciled books (no chaos, no catch-up scrambles)
- Quarterly tax estimates + annual return (no more April surprises)
- Monthly financials you can actually read (see where money’s going)
- One quarterly strategy session (advisor, not just tax prep)
- Outcome: Books that give you confidence when every decision counts.
Built for founders under $500K who just need confidence their numbers are right.
Scale: Enhanced Accounting
$3000 / month
Revenue is up, so is the chaos. We turn messy invoices and blind spots into clean reporting and financial discipline.
Includes everything in Startup, plus:
- A/R + A/P management (cash flow stays moving)
- Monthly KPI dashboard (see what matters, when it matters)
- Monthly CFO check-in (get strategy tied to your numbers)
- Outcome: Growth decisions backed by clear data, not guesswork.
Built for businesses between $501K–$1M ready to trade chaos for clarity and disciplined growth.
Stabilize: CFO Office
$5500 / month
You’ve built something valuable. Now you need Fortune 500 clarity; without Fortune 500 salaries.
Enhanced Accounting plus:
- Full accrual bookkeeping (equivalent of in-house staff, without payroll costs)
- Forecasting + budget workshop (stop reacting, start planning)
- 3 monthly CFO strategy sessions (and extras as needed for leadership/board)
- Outcome: Numbers that match reality, investor-grade reporting, and confidence to scale with clarity.
For $1M+ leaders who want Fortune 500 clarity; without Fortune 500 salaries.
Key Features of Our Pathways
01 Comprehensive Financial Accuracy
Accuracy isn’t optional, it’s the foundation. MASCPA ensures every transaction is reconciled and every number is correct, so your books reflect the real health of your business.
- Automated monthly reconciliations
- Accurate reporting (P&L, Balance Sheet, Cash Flow)
- Consistency that builds trust with lenders, investors, and the IRS
For startups, this means peace of mind. For growth and strategic founders, it means financials you can actually build on.
02 Transaction Categorization & KPI Tracking
Clean inputs lead to smarter decisions. MASCPA categorizes every transaction properly and builds KPI dashboards that reflect your reality:
- Profit margins and expense ratios
- Sales growth and revenue trends
- Key performance metrics tied to your goals
For early-stage founders, this gives clarity on the basics. For leaders at scale, it means you’re running strategy off accurate, timely data.tually run strategy from.
03 Clean-Up & Catch-Up Services
Falling behind doesn’t have to mean falling apart. MASCPA helps you get current and stay current:
- Reconciling backlogged transactions
- Correcting errors and misclassifications
- Preparing books for tax readiness and audits
Whether you’re starting fresh or course-correcting, we bring order to the chaos so you can move forward with confidence.
04 Focus Amplified with Back-Office Confidence
Numbers shouldn’t live in silos. MASCPA connects Bookkeeping, Tax Services, and Virtual CFO strategy into one financial system:
- Accurate books as the foundation
- Tax planning that captures every opportunity
- CFO-level insights that drive long-term strategy
For founders, this means your numbers aren’t just recorded, they’re working for you. Every day.
Additional Services
Get in touch
Let’s build a bookkeeping system that supports your business, not slows it down.
Schedule a Discovery Call!