A Perfect Fit

Just as the dovetail joint in fine woodworking symbolizes strength and craftsmanship, our relationship with our clients is meticulously crafted to fit seamlessly.

Which Advisory Package is Right for You? 

We tailor fit our packages to your company's needs. Contact us for more info.

Transactional Controllership Virtual CFO
Typical Client Size Revenue < $1M Revenue $1M - $5M Revenue > $5M
Month End Close ✔ ✔ ✔
Financial Statements ✔ ✔ ✔
Meeting Schedule Up to 1x / Month Up to 2x / Month Up to 6x / Month
Company Wide KPIs ✖ ✔ ✔
Overview of AR and AP processes ✖ ✔ ✔
Budgeting ✖ ✖ ✔
Cash flow forecasts ✖ ✖ ✔
Long term forecasting ✖ ✖ ✔
Project/Department Reporting ✖ ✖ ✔

A-la-Carte Services

Any of our A-la-Carte services can be added to any of our above accounting packages including:

  • Tax Preparation

    Our comprehensive tax services are designed to navigate the complexities of tax planning and compliance for both businesses and individuals. We understand that effective tax management is crucial for financial efficiency and legal compliance. Our goal is to optimize your tax position while ensuring adherence to ever-changing tax laws and regulations.


    Business Tax

    • S-Corps
    • C- Corps
    • Partnerships

    -Individual Tax

    • For the business owners we work with

  • Valuations

    Curios what your business equity value is? 


    Let Dovetail determine it for you. 

  • Additional Services:

    • Payroll Processing Advisory

    • Weekly AP Management 

    • AR Invoicing

    • Spend Management

    • 1099 Compliance

    • Audit Assistance
Schedule a Discovery Call