Services Overview

Every level. One firm.

From day-to-day bookkeeping to CPA-level oversight, FRM Cornerstone covers the entire accounting spectrum under one engagement — so you can scale your support as your business grows, without changing vendors.

01 · Recurring Engagements

Bookkeeping & Staff Accounting.

The day-to-day work that keeps your books reconciled, your transactions categorized, and your month-end close on schedule. Flat monthly retainer, scaled to your business size.

Tier 01

Solo & Startup Bookkeeping

Bank/credit card reconciliation, transaction coding, quarterly financial statements. The right starting point for sole proprietors and pre-revenue startups.

Detailed pricing available on request →
Tier 02

Small Business Bookkeeping

Full bookkeeping with AP/AR management, payroll journal entries, and monthly financial statements. For growing businesses with increasing transaction volume.

Detailed pricing available on request →
Tier 03

Multi-Entity Bookkeeping

Consolidated reporting, intercompany transactions, and multi-entity close coordination. For businesses operating multiple entities or franchises.

Detailed pricing available on request →
Tier 04

Staff Accountant Services

Month-end close ownership, journal entries, payroll processing, financial statement preparation. Dedicated staff-level support for established businesses.

Detailed pricing available on request →
Tier 05

Senior Accountant Services

Complex reconciliation, sales tax compliance, multi-state coordination, audit-ready support, and internal controls review.

Detailed pricing available on request →
02 · Leadership & Oversight

Accounting Manager & Fractional Controller.

Senior-level financial leadership without the cost of hiring in-house. From process oversight to CPA-level strategy, these engagements give you the depth a growing business needs.

Tier 06

Accounting Manager

Team oversight, internal controls design, monthly financial reporting package, tax-prep coordination with your CPA, and process improvement.

Detailed pricing available on request →
Tier 07

Fractional Controller

CPA-level oversight, cash flow forecasting, KPI analysis, budget development, executive financial guidance, and multi-entity consolidation expertise.

Detailed pricing available on request →
03 · Tax, Payroll & Compliance

Tax filings, payroll, and compliance.

Add-on services that pair with any recurring engagement, or stand-alone services for businesses with their own bookkeeping in place.

Tax · Individual

Individual Tax Prep

Federal & state personal returns, K-1 integration, Schedule C/E support, quarterly estimated payments for business owners and partners.

Detailed pricing available on request →
Tax · Business

Business Tax Prep

Federal & state business returns, K-1 distribution, multi-state apportionment, tax planning, and IRS correspondence handling.

Detailed pricing available on request →
Payroll

Payroll Administration

Bi-weekly processing, federal & state tax deposits, quarterly returns, annual W-2 & 1099 preparation, new hire reporting.

Detailed pricing available on request →
Sales Tax

Sales Tax Compliance

Nexus analysis, multi-state filings, automated rule monitoring, exemption certificate management, and audit response.

Detailed pricing available on request →
04 · Project & One-Time Engagements

Cleanup, catch-up, and special projects.

Fixed-fee, finite-timeline engagements for businesses that need their books brought up to date, audit-prepared, or onboarded onto a new system.

Project · Cleanup

Books Cleanup

Comprehensive reconciliation, chart-of-accounts restructuring, and closing entry corrections — for businesses with months or years of disorganized books.

Detailed pricing available on request →
Project · Catch-Up

Bookkeeping Catch-Up

Several months of historical books reconstructed quickly — often before a tax deadline. Includes tax-ready documentation and CPA coordination.

Detailed pricing available on request →
Project · Audit

Audit Preparation

Audit-readiness diagnostic, workpaper preparation, account reconciliation review, and direct liaison with external auditors.

Detailed pricing available on request →
Special · Foundation Bundles

Start clean. Stay clean.

For businesses ready to fix the past and build a steady future. Each Foundation Bundle pairs a books cleanup with the first quarter of ongoing service — at a meaningful discount. After Q1, ongoing service continues at the standard tier rate.

Foundation 01

Solo Foundation

Books Cleanup + 3 months of Solo Bookkeeping. The right starting point for small business owners ready to reset and lock in basic ongoing support.

Detailed pricing available on request →
Foundation 02

Growth Foundation

Books Cleanup + 3 months of Small Business Bookkeeping. For growing businesses with payroll and AP/AR that need a clean reset with dedicated ongoing support.

Detailed pricing available on request →
Foundation 03

Multi-Entity Foundation

Multi-Entity Cleanup + 3 months of Multi-Entity Bookkeeping. For complex businesses needing thorough cleanup plus a dedicated team going forward.

Detailed pricing available on request →
05 · Advisory & Strategy

Strategic financial guidance.

For business owners and leadership teams who need a senior accounting perspective on growth decisions, cash flow planning, or major transactions.

Advisory

Advisory & Consulting

Cash flow & KPI deep-dives, pricing & margin analysis, M&A or financing due-diligence support, custom CFO-level deliverables. Hourly engagement.

Detailed pricing available on request →