Your monthly fee will be based on your specific situation, which may include:

• Your industry

• Number of bank and credit card accounts

• Number of business locations

• Other unique factors

📅 Billing: All fees are billed on the 1st of each month.

For Bookkeeping Clients

• We begin with a mandatory Financial Health Assessment.

• Within 24 hours, you’ll receive a tailored proposal based on your financial picture.

• In every case, our goal is that the growth and cost savings we help you achieve will far outweigh your investment.

For Tax Clients

• Pricing depends on the complexity of your return (business or personal), the number of forms, and any additional advisory services needed.

• You’ll receive a transparent, upfront quote before we begin—no surprises.

• Our tax strategies focus on maximizing deductions, reducing liabilities, and ensuring audit-ready compliance.

The big difference between us and most firms is that we treat our business and tax clients like true equity partners, delivering ahead-of-the-curve strategies that go beyond the numbers to secure your financial future. Every client’s financials are carefully reviewed at a CPA level, prepared to professional, audit-ready standards, and built for lender and stakeholder trust. But we don’t stop there, we use your numbers in real time to uncover tax savings, strengthen cash flow, and maximize profitability, giving you both the accuracy you need and the strategy to grow with confidence.

Our dedicated team delivers the same level of expertise, accuracy, and strategic insight you’d expect from a big-firm advisory trusted by Fortune-level companies but applied to businesses and tax preparations like yours.

Bookkeeping & Business Tax Services

We offer bookkeeping and tax services that scale with your business needs:

• Essentials: invoicing, bill payments, payroll, and sales tax

• Higher Tiers: budgeting, forecasting, inventory management, quarterly and annual business tax filings, year-end tax planning, depreciation tracking, compliance, and proactive tax-saving strategies

Our approach ensures accuracy, compliance, and reduced liabilities, while positioning your business for growth and long-term stability.

Individual Tax Preparation & Planning

We provide comprehensive tax preparation covering federal and state returns, credits, deductions, retirement contributions, and proactive strategies designed to minimize tax liability and maximize refunds.

Beyond annual filings, we offer:

• Personalized tax strategies tailored to your financial situation

• Forward-looking planning to support your long-term goals

• Guidance you can trust for year-round confidence in your financial future.

Nope! All of our bookkeeping relationships are month-to-month. You can adjust or cancel at any time, and if you’re ever unhappy, we’ll stop the engagement right away.

Not at all. Our team has experience working across a wide range of industries, and we’ve found that every business shares one key goal: bringing in more revenue than they spend. The real difference comes from having the right data and expert guidance to maximize profit and strengthen cash flow. Although we’re based in Florida, we proudly serve clients virtually across the U.S.

At Gilguard Financial, we break down complex financials into simple and actionable solutions we track month-to-month.

At a high level, this means analyzing your 3 core Profit Margins, evaluating Labor Efficiency (how much revenue is generated for every $1 spent on direct labor), monitoring Operating Expenses as a percentage of Revenue, and keeping a pulse on Cash Flow (not just Profit). You will receive an actionable report monthly plus an option for a quarterly deep dive session.

Of course, we know that clean, accurate books are the foundation of financial clarity and long-term success. Our team performs a detailed, CPA-level cleanup to bring your records up to professional, audit-ready standards, so you can trust the numbers, minimize tax risks, and finally have peace of mind to focus on growing your business each year.

1. Save Time With Our Seamless Questionnaire No need to book a consultation. Our simple, secure form covers everything—from your business goals to your pain points—without anything slipping through the cracks.

2. Financial Health Assessment (Bookkeeping Clients) We dig into your financials to assess where things stand. This step has a small fee, credited toward your first payment if you choose to move forward. Either way, you’ll walk away with actionable steps that far outweigh the investment.

2. Tax Strategy Consultation (Tax Clients) Tax clients skip the health assessment and instead meet with one of our certified tax professionals for a focused consultation designed to maximize savings and keep you compliant.

3. Customized Proposal You’ll receive a clear, no-fluff proposal tailored to your specific needs and goals—so you know exactly what you’re getting.

4. Seamless Onboarding No endless calls. Our user-friendly process gets you fully set up and matched with a certified professional for bookkeeping, tax, or advisory services.

5. Ongoing Clarity & Confidence Every month (or as often as you’d like), you’ll receive audit-ready financials and easy-to-understand reports, so you always know exactly where your business stands.