Central & Northwest Ohio CPA Firm · Serving all 50 statesOhio CPA Firm
Serving all 50 states
Central & Northwest Ohio CPA Firm • Serving all 50 states

Stop Piecing Together a Bookkeeper, a Payroll Login, and a Tax Preparer

One Ohio CPA firm. One monthly retainer. We keep your books current, coordinate payroll admin, and prepare your business taxes — so you’re not juggling three vendors and hoping April works out.

See If We’re a Fit

Two-minute qualifier. Honest fit first — pricing second.

Ohio-based. Local team you can actually meet.

Central & Northwest Ohio CPA firm — serving clients in all 50 states.

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What’s Inside the BEX DFY Firm Retainer

  • Monthly bookkeeping — transactions categorized, accounts reconciled, close-ready books your CPA can actually file from
  • Payroll admin coordination — we help run payroll cleanly; up to 5 W-2 employees included in the core retainer
  • Business tax prep — entity return preparation on the monthly plan, scoped to your revenue tier
  • One firm relationship — Ohio CPA firm oversight, not a rotating marketplace gig
  • Clear pricing by revenue — pick a tier, add entities or a personal return if you need them
Check My Fit

How Onboarding Works

1
QualifyRevenue, entities, payroll headcount, and what your business does
2
See your tierMonthly retainer for books + payroll admin (included) + business tax
3
Book a fit callConfirm scope, add-ons, and timeline
4
Engage & connectEngagement letter, bank feeds, payroll access, first close plan
Start the Qualifier

Built for Owners Who Want the Work Done

  • You’re past DIY spreadsheets and tired of “send it to the CPA in March”
  • You want books and business tax under one roof — with payroll admin handled, not ignored
  • Your revenue is roughly under $3.5M and your ops fit a clean monthly retainer
  • You value a CPA firm answer when something’s weird — not a chatbot ticket

Any Industry. Any Entity Type.

Whatever your business does, we want to hear from you. LLC, S-Corp, C-Corp, partnership, sole proprietor, or multiple entities — the qualifier simply matches you to the right monthly tier.

  • Any industry — tell us what your business does and we’ll scope it
  • Any entity type — extra entities are simple add-ons on the price sheet
  • Roughly over $3.5M revenue or multi-state structures? We’ll build a custom engagement on the fit call

Not sure where you land? Take the qualifier — we’ll route you correctly.

Central & Northwest Ohio CPA firm · Serving clients in all 50 states · Client work reviewed under firm standards · US-based workflows

Ready for One Retainer Instead of Three Vendors?

Answer a few questions. We’ll show the tier that matches your revenue — then you can book a fit call.

See If We’re a Fit
Central & Northwest Ohio CPA Firm · Serving clients in all 50 states© BEX CPA · DFY Firm Retainer