Financial Solutions Tailored to Fit Your Business
From monthly bookkeeping to full-scale CFO support, we deliver services that scale with your needs — clearly packaged, professionally managed, and locally focused.
Bookkeeping Services & Strategy Meetings
We combine accurate bookkeeping with monthly strategy sessions to ensure your numbers work for your business goals.
Packages include:
Monthly transaction categorization & reconciliations
Accurate financial reporting (P&L, Balance Sheet, Cash Flow)
Monthly strategy meeting with your dedicated advisor
Ongoing support for business growth
Starting from $500/month (varies by business size & revenue)
Tax Preparation
We handle the details so you stay compliant and keep more of what you earn.
Services include:
Business Tax Preparation (LLC, S-Corp, C-Corp, Partnerships)
Personal Tax Preparation (owners & shareholders)
Quarterly & Annual Tax Filings
IRS Representation & Audit Support
Tax Planning & Year-Round Strategy
Starting from $400 (varies by complexity)
Payroll & HR Compliance
We take the stress out of paying employees and staying compliant.
Services include:
Payroll Processing (weekly, bi-weekly, monthly)
Direct Deposit & Pay Stub Management
State & Federal Payroll Tax Filings
Employee Onboarding & Compliance Setup
HR Compliance Guidance
Starting from $200/month
Outsourced CFO
For businesses ready to scale, our CFO services provide strategic financial leadership without the cost of a full-time hire.
Services include:
Cash Flow Forecasting & Budgeting
Financial Health & KPI Monitoring
Growth & Profitability Planning
Strategic Advisory for Investors & Lenders
Starting from $2,000/month
Startup & Entity Formation
We’ll help you start your business on the right financial foundation.
Services include:
Business Entity Selection (LLC, S-Corp, C-Corp)
EIN & State Registration Assistance
Initial Compliance Setup
Bookkeeping & Tax Setup Guidance
New Business Consultation
Starting from $350 (one-time setup)
Bookkeeping Packages
Accurate, timely books designed to scale with your business. Choose the plan that matches your current revenue.
Bookkeeping Packages
Accurate, timely books designed to scale with your business. Choose the plan that matches your current revenue.
Tier 1 Bookkeeping
For businesses up to $20,000 monthly revenue
$200/month
What's included:
Monthly reconciliation (bank + credit card)
Expense & vendor payment tracking
Monthly Profit & Loss + Balance Sheet
Troubleshooting & support
Tier 2 Bookkeeping
For businesses up to $40,000 monthly revenue
$400/month
What's included:
Everything in Tier 1
Priority response & extended reporting
Higher volume transaction handling
Tier 2 Bookkeeping
For businesses up to $60,000 monthly revenue
$600/month
What's included:
Everything in Tier 2
Advanced account categorization
Vendor billing assistance
Tier 4 Bookkeeping
For businesses up to $80,000 monthly revenue
$800/month
What's included:
Everything in Tier 3
Journal entries & month-end close
Staff training & troubleshooting
Bookkeeping Cleanup
One-time catch-up for past months or years
$3,000
One-Time Payment
What's included:
Rebuild & reconcile all prior transactions
Bring records up-to-date fast
Audit-ready books delivered
QuickBooks Online Subscription
Cloud-based software subscription
$100/month
What's included:
Access to your live books anytime
Cloud backup & reporting tools
Secure access for your team
Tier 1 Bookkeeping
For businesses up to $20,000 monthly revenue
$200/month
What's included:
Monthly reconciliation (bank + credit card)
Expense & vendor payment tracking
Monthly Profit & Loss + Balance Sheet
Troubleshooting & support
Tier 2 Bookkeeping
For businesses up to $40,000 monthly revenue
$400/month
What's included:
Everything in Tier 1
Priority response & extended reporting
Higher volume transaction handling
Tier 2 Bookkeeping
For businesses up to $60,000 monthly revenue
$600/month
What's included:
Everything in Tier 2
Advanced account categorization
Vendor billing assistance
Tier 4 Bookkeeping
For businesses up to $80,000 monthly revenue
$800/month
What's included:
Everything in Tier 3
Journal entries & month-end close
Staff training & troubleshooting
Bookkeeping Cleanup
One-time catch-up for past months or years
$3,000
One-Time Payment
What's included:
Rebuild & reconcile all prior transactions
Bring records up-to-date fast
Audit-ready books delivered
QuickBooks Online Subscription
Cloud-based software subscription
$100/month
What's included:
Access to your live books anytime
Cloud backup & reporting tools
Secure access for your team
Tax Services
From simple 1040s to full corporate filings, we handle every tax season with clarity, accuracy, and strategies that keep more in your pocket.
Business Tax Return
For LLCs, S-Corps, or C-Corps
$65/month
What's included:
Business tax return prep (1065, 1120-S, or 1120)
Year-round compliance guidance
Maximize business tax savings
Corporate Tax Preparation
Annual filing for incorporated businesses
$800/year
What's included:
Full return prep and compliance review
Business income and expense analysis
Multi-state support available
Personal Tax Return (1040)
For individuals & sole proprietors
$250 flat
What's included:
Accurate 1040 filing
W-2 and basic 1099 support
Year-round record access
Schedule F (Farm Taxes)
Farm-specific return preparation for individuals.
$150–$250
What's included:
File dedicated Schedule F
Income and expense review
Guidance on agricultural deductions
Schedule C (Sole Proprietors)
Prepares business tax returns for freelancers and sole proprietors.
$250 flat
What's included:
Schedule C with 1040
Income + expense categorization
Standard deduction optimization
Schedule E (Rental Properties)
Rental income and expense filing for property owners.
$500 flat
What's included:
Schedule E filing
Handles up to 3 properties
Support for depreciation, repairs, and expenses
Quarterly Tax Estimates
For freelancers or self-employed
$400/quarter
What's included:
Estimated payments calculated
P&L review and deduction strategy
Annual filing included
Estate Tax Return
Complete estate return prep
$500 flat
What's included:
Federal and state return filings
Valuation and compliance planning
Personalized advisory
Payroll Services
Whether you’re paying yourself or 30 employees, we handle setup, calculations, filings, and compliance — so you don’t have to.
Payroll Setup Fee
One-time setup for new clients.
Initial setup of your payroll (up to five employees).
$0 (was $150)
What's included:
Software and account setup
Employee profiles + tax IDs
State/local registrations
Payroll for S-Corp Owners
"Paper payroll" setup for tax compliance
$75/month
What's included:
Calculate quarterly compensation
Pay federal/state taxes
W-2 & compliance filing
Payroll for 5–30 Employees
Flexible team payroll
$50/employee/month
What's included:
Timecards, deposits, tax filings
Benefits tracking and W-2 prep
Workers comp & compliance support
Payroll for 1–4 Employees
Basic payroll for small teams
$200/month
What's included:
Time tracking, pay runs, direct deposit
Benefits & tax calculations
Weekly/bi-weekly payroll
Advisory & Outsourced CFO
Get monthly or quarterly strategy meetings — or bring on a dedicated virtual CFO. We help you understand your numbers, track KPIs, and make decisions with confidence.
Strategy Meeting I
For businesses with up to $20K in monthly revenue
$300/month
What's included:
Monthly strategy meetings
Profit & Loss (Income Statement)
Cash Summary
Balance Sheet
Objective goal tracking
Based on reconciled books
Strategy Meeting II
For businesses with up to $40K in monthly revenue
$600/month
Includes everything in Tier I, plus:
More in-depth metric reviews
Personalized reporting package
Enhanced plan adjustments based on revenue trends
Strategy Meeting III
For businesses with up to $60K in monthly revenue
$900/month
Includes everything in Tier II, plus:
Expanded dashboard and trend analysis
Support for team-wide goal alignment
Forecasting insights for 3–6 month planning
Strategy Meeting IV
For businesses with up to $80K in monthly revenue
$1,200/month
What's included:
Weekly touch-base meetings
Monthly in-depth review
Tracking KPIs
Oversight of your accounting team
Monitoring compliance + reporting accuracy
Outsourced CFO
Best for businesses that want CFO-level guidance, system oversight, and reliable reporting — all in one.
$1,200/month
What's included:
Weekly check-ins + strategic sessions
Financial strategy and forecasting
Oversight of bookkeeping + reconciliation
Compliance management
Monthly reporting: P&L, Balance Sheet, Cash Summary
Team coordination and KPI tracking
Startup & Entity Formation
We form your business legally, file Articles of Incorporation, get your EIN, and guide you through bank setup and first-year compliance.
Business Formation Package
We handle the official setup with federal and state agencies so you can hit the ground running with peace of mind.
$250 flat
What's included:
Filing Articles of Incorporation (LLC, S-Corp, C-Corp, etc.)
Applying for your EIN from the IRS
Guidance on business structure and next steps
Ensures you're ready to open a business bank account and set up tax accounts
Employer Tax Account Registration
For employers planning to hire right away, we’ll help you get set up with the necessary state and local tax accounts.
Custom Quote
Optional Add-On Services Available On Request:
Operating Agreement Template
Business Bank Account Setup Guide
Sales Tax Account Registration
Payroll System Recommendations
Software & Team Training
Need QuickBooks? Payroll software? We'll configure the tools, train your team, and make sure you’re not flying blind with DIY systems.
Software Setup & Training
We configure your accounting software and give your team the knowledge to run it with confidence.
$500 flat
What's included:
Setup of new account in your chosen software (QuickBooks, Xero, etc.)
2-hour virtual training session (can be recorded)
Step-by-step walkthrough of features you'll use most
Chart of accounts tailored to your business
Workflow recommendations for daily/weekly use
QuickBooks Online Subscription
We provide you with a QuickBooks Online license under our business plan, so you get premium features at a predictable rate.
$100/month
What's included:
Access to QBO Plus or Advanced (based on needs)
Automatic backups & updates
Integration with your bank, merchant tools, and reporting systems
Managed under Herboth’s reseller plan — no hidden fees
Software Passthrough Charge
For any third-party software tools (e.g., payroll, document management) billed through Herboth for convenience, this fee reflects the monthly licensing cost.
$55/month
Use this only if software is purchased via Herboth directly.
You Ask. We Answer.
Clear answers to common questions — so you can feel confident from the very first call.
How does your service work, and how do I get started?
Book a free 15‑minute discovery call so we can learn about your business, your current bookkeeping setup (or backlog), and your growth goals. After the call, we’ll recommend the best package, send a proposal, and start onboarding. Most clients are fully up and running within one week.
What’s the difference between a bookkeeper, an accountant, and a CPA?
A bookkeeper records daily transactions, reconciles accounts, and keeps your ledger accurate. An accountant reviews that data, prepares financial statements, and offers analysis. A CPA (Certified Public Accountant) is an accountant licensed by the state to provide additional services such as audited financials and complex tax filings. Herboth Business Solutions provides full‑service bookkeeping and management‑level accounting; we also partner with CPAs when a formal audit or specialized tax work is required.
Do you handle personal and business taxes?
Yes. We prepare individual (1040) and business returns (1065, 1120-S, 1120), along with Schedules C, E, F, and estate tax returns. We also offer quarterly tax estimate services for freelancers and small business owners.
What bookkeeping package is right for my business?
We offer four tiers based on your average monthly revenue (starting at $200/month). Each tier includes monthly reconciliation, reporting, and support. If you're unsure, book a discovery call—we'll recommend the best fit.
Which locations do you serve?
We focus on small businesses in Ohio, West Virginia, and Pennsylvania, particularly those within about an hour’s drive of Steubenville, OH. If you’re outside that radius but still in the tri‑state area, reach out — we may still be able to help remotely.
Can you file payroll taxes and set up payroll for my team?
Absolutely. We handle payroll setup and ongoing payroll for S-Corps and businesses with up to 30 employees. We also process W-2s, file payroll tax forms, and assist with Workers Comp reporting.
Do I need to use your bookkeeping service to get tax or CFO support?
Not necessarily. However, if you don’t have clean, up-to-date financials, we may recommend a cleanup service first. For CFO or advisory plans, we do require reliable books—whether maintained by us or your team.
How does onboarding work after I purchase a service?
Once you complete checkout, you’ll be directed to an Onboarding Call page to schedule your kickoff. You’ll also receive a confirmation email and a checklist of items we'll need to begin.
Herboth Business Solutions
159 TOWNSHIP ROAD 381, STEUBENVILLE, OH 43952 USA
#
999-888-7777
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