At Garcia, Elias, Hein & Partners, we like to think we have a signature approach to tax strategy and preparation. We don’t believe in cookie-cutter solutions or one-size-fits-all strategies—because your business is anything but generic. We take a comprehensive view of your financial picture and custom-tailor our approach to each individual client.

Are you tired of hearing your tax accountant or CPA shut down ideas with a quick, “No, you can’t deduct that”? We get it. That’s why we approach every tax appointment with an open mind. As Abby famously says, “Stop asking me if it’s deductible—and start asking me how to make it deductible.”

At Garcia, Elias, Hein & Partners, we know the most important foundation of any business is its books. Without clean, accurate financials, it’s impossible to plan effectively or answer the most important question: Are we truly profitable?

We offer bookkeeping, accounting, and fractional CFO services designed to give you clarity and confidence in your numbers. Because the difference between a successful business and one that struggles is an informed owner.

Bookkeeping

Starting at $300/month

Our bookkeeping service includes Recording of business transactions, Invoicing, accounts receivable and cash positions, accounts payable, cash ledger and basic reconciling. This service will be limited to transactional gathering and entering financial transactions. Monthly coding and reconciliations of bank and credit cards. Cost is reflected by number of transactions.

Accounting

Starting at $500/ month

Preparation of financial statements, analyze revenue and costs, tax strategy and financial planning. This service also includes the gathering and entering of financial transactions, monthly coding and reconciliation, payroll posting adjustments, custom journal entries. This service is transactional, includes gathering and entering financial transactions. Monthly coding and reconciliations of bank and credit cards. Also, includes a half hour quarterly meeting to review books.

CFO Services

CFO Services start at $1500 monthly

This is a financial Assessment, more than just a basic preparation and review of financials. The Financial Assessment will breakdown all financials and structure the numbers so the client may see categorical and historical data for at least 3 years. This includes a financial deep dive to see how the business can grow by pinpointing discretionary spending and categorical averages. By utilizing this service, a company will be able to correctly project yearly earnings, expenses and tailor tax strategy. Also, includes a one hour monthly meeting.

Our concierge payroll service is designed for busy business owners. Our team handles payroll processing and all required tax filings, so you can stay focused on what matters most—growing your business.

Not sure if payroll is right for you? Let’s jump on a call and walk through your options.

At Garcia, Elias, Hein & Partners, we understand that offering insurance and benefits—such as life insurance, term policies, death benefits, and disability coverage—is important not only for employers, but for employees as well.

Our team can help guide you through your options and identify the coverage that’s right for you and your business.

At Garcia, Elias, Hein & Partners, we can help you set up your living trust. We understand that deciding whether a living trust is right for you is a significant step—and it can feel overwhelming.

Our team is here to guide you through the process and help you determine what makes the most sense for your situation. Let’s jump on a call and talk through your options together.