
Ethical Business Advisory
Services
06. Bookkeeping, Tax and Accounting
Why work with Inachee
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Sector insight: We have deep insight from our advanced thinking research on 30+ U.S sectors.
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CPA-led expertise – Dickson Wasake is both a US and UK CPA (FCCA) and he oversees engagements undertaken. A number of CPAs and experienced personnel assist him. See the team.
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Modern tool stack – QuickBooks Online, Xero, TaxJar, Avalara, Gusto, Bill.com, Stripe, Fathom & more.
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Process-driven peace of mind – we follow AICPA & CPA.com CAS playbooks, plus Firm-of-the-Future best practices.
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Core Services
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📘 Bookkeeping & Clean-Up
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Historical catch-up
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Monthly bank / card / loan reconciliations
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AP & AR sync
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Custom chart of accounts
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Receipt capture (Dext, Expensify)
📊 Management Accounting
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Cash-flow forecasts
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Budget vs actual reports
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KPI dashboards (e.g Fathom)
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Job-costing and WIP (for construction)
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Inventory & subscription revenue analytics (for e-commerce and SaaS)
🧾 Tax Compliance & Strategy
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Federal & State tax returns (1120, 1120-S, 1065, Schedule C)
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Nonprofit returns (Form 990, 990-PF)
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Sales-tax nexus filings (via TaxJar or Avalara)
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Crypto tax support (Form 8949, 7203)
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R&D and ERC credits
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Estimated quarterly taxes
🧠Fractional CFO & Advisory
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Board-ready reporting
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Scenario modelling & forecasts
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Pricing/margin strategy
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SAFE note & cap table tracking
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Fair Value (ASC 820) valuation memos
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Internal control design
See our Office of the CFO, Financial Modelling and Audit Readiness offerings for more about our services in the Advisory space.
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Transparent pricing
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Lite
• Best for free lancers/ pre revenue start ups
• Start at $499/month*
• Key features: Monthly reconciliation • No tax filing • Email support.
Starter plan
• Best for solopreneurs & side hustles
• Start at $749/month*
• Key features: Bookkeeping + Year-end tax return • Quarterly insight call.
Growth
• Teams (<10 staff)
• Start at $1,349/month*
• Key Features: Payroll sync • KPI dashboard • Sales-tax filings • Monthly advisory call
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Scale
• Multi entity/investor backed
• Custom quote
• Key Features: Consolidated reporting • Rolling forecasts • Fractional CFO • Audit-ready support
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Not sure which plan is right for you?
Book a discovery call and we’ll recommend the best fit in approx. 30 minutes.
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*Prices provided above are an indicator of the typical time it takes, but are subject to having a discovery call to confirm your specific circumstances, such as the number of transactions and the number of bank accounts. The outcome of the discovery call then forms the basis for the expected number of hours and the tier to service your needs. In some instances, one-off charges may be agreed upon, such as:
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Historic reconciliation and clean up projects
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Implementation work
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Audit preparation
The prices exclude costs of tech stack required such as: QBO, Tax Jar, Fathom, Gusto,
Your Finance Stack
QuickBooks Online • Xero • TaxJar • Avalara • Gusto • ADP • Bill.com • Stripe • Shopify • Square • Melio • Expensify • Dext • Fathom • Syft • LivePlan • Carta • Recurly • CoinLedger
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What Working With Us Looks Like
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Discovery Call (Free) – We assess your goals, scope, and recommend the right plan.
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Onboarding – We connect your systems, clean the books, and finalize your first close.
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Monthly Insights – You receive timely numbers and proactive recommendations, every month. Quarterly, if you prefer less frequent updates.
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📣 Testimonials
“We have used Inachee's services for over 10 years now. Dickson and his team have worked on providing their services to our pharmacy, investment club, software business, and mining company. Dickson puts service provision before payment. He is responsive and diligent. I have referred him to several contacts of mine. Arthur N. CEO.”
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Read more on our testimonials page: ​
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Ready to Upgrade Your Back Office?
📅 Book your free discovery call now
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Questions?
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What does our experience cover?
Sector understanding
We understand the accounting and business challenges in different sectors:
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Professional Services > time tracking, 1099 vs W2 compliance, cash flow lag on retainers.
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Transportation and warehousing > mileage and fuel tax logs, multi state payroll, equipment depreciation schedules.​
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Construction & Trades > job costing, WIP schedules, union payroll.
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Real Estate & Property Management > rent roll, security deposit trust accounting, 1031 tracking, CAM tracking.
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Retail & E - Commerce > multi channel inventory, economic nexus rules, sales tax rates.
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Heath care & Wellness > insurance A/R, patient co-pay reconciliation, HIPAA aligned bookkeeping.
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Nonprofits and faith based > fund accounting, grant tracking, restricted vs unrestricted net assets, Form 990.
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Tech/SAAS > ASC 606 revenue recognition, deferred revenue, equity & SAFE note tracking.
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Crypto/Web3 > wallet reconciliation, staking income, fair value marks, Form 8949.
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VC/PE Funds > capital calls, distribution tracking, ASC 820 valuation memos, water falls and carried interest.
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Agribusiness > seasonal cash flows, biological asset valuation, USDA grant compliance.
Is your finance team Investor ready?
Do the Diagnostic Quiz
The Inachee Finance Diagnostic Quiz helps to reveal the "state of your finance office" whatever your business stage. It gives you a personalized score and clear actions to take - whether you are starting up or scaling your business.
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Quick and easy online form
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Instant score with customized insights
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Optional free 30-min call with a senior CFO advisor
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Bonus: FREE report to show you how to improve your score - Top 3 priority actions, suggested tools/systems and suggested advisors as well as Quick Fixes.
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