Expert CPA advisory that brings precision to every financial movement, ensuring your business is always in tune for peak performance.
Indianapolis-based CPA serving small and medium-sized businesses.
What Our Clients Say
“Very reliable and accurate with information, quick to respond and friendly. Great for small businesses. Highly recommend!”
— Partner of an Indianapolis-based trucking business
Promises
Integrity
Honesty, fairness, and transparency are the foundation of everything done at Sonata.
Speed
You need answers - fast! I pride myself in solutions that are both comprehensive and timely.
Collaboration
Providing a service is great, but true success comes when we partner together with your goals at the finish line.
Services Snapshot
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Putting the books together month by month so you know exactly where your business stands.
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Smooth filings, accurate compliance coupled with expert strategy
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Ensuring a painless payroll process, from software setup to troubleshooting
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From tax efficient entity structuring to startup filing assistance
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Software recommendations, financial statement compilation, loan analysis
Business Packages
Designed to give small and medium sized businesses, alongside their owners, the support they need for sustainable growth and success.
Essential
Accounting
Monthly bookkeeping
Financial statement preparation
Tax
Business tax return preparation
1099 reporting
Payroll
Guide to utilizing Gusto or QBO Payroll
Plus
Includes everything in the Essential Package
Tax
Tax planning meetings
Tax strategy analysis and implementation
Estimated tax payment calculations
Payroll
Support and troubleshooting assistance
Checkup on payroll filings
Communication
Quarterly meeting/lunch to walk through your financial statements, discussing any notable items and questions you may have
Complete
Includes everything in the Essential and Plus Packages
Accounting
Key Performance Indicator (KPI) calculations
Finance
Financial planning meetings
Forecasting
Other analysis
Communication
Regular meetings to discuss strategic financial initiatives
For standalone or customized services, please refer to the specific Service page for each category.
The Process
Step 1
Let's discuss your business and how Sonata can serve you. This can include an ongoing partnership or a one-time engagement.
Step 2
After I understand your accounting and tax needs, I will send you a personalized proposal within 48 hours.
Step 3
Once accepted, we will have an initial meeting to get everything underway and gain access to your books and financials, if necessary.
Step 4
You receive unparalleled service that supports your growth and success!
Let's Work Together
Collaboration is one of my promises and understanding you & your business brings clarity to our collaboration. I'd love to meet to discuss your business and how Sonata can serve you.
I'm flexible and can meet face-to-face or over an online call. For those interested and located in the Indianapolis area, lunch is on me!