Make informed decisions. Make the right choice.
At Kautz Group we pride ourselves in offering unique financial services for each individual business’ needs. All of our packages can be modified and combined to meet your goals. To learn more please contact us.
Our Financial Services
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Payroll Service
For: Teams of 1 to 50 who need reliable payroll, done right.
What You Get: Payroll setup or takeover, tax filings, direct deposit, W-2/1099 handling, and compliance checks. -
Budget Friendly Book Keeping
For: Growing businesses
What You Get: Bank reconciliations for one bank account, basic financial summary in PDF format, and email support
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The Monthly Update
For: Small business owners who need monthly bookkeeping without lifting a finger.
What You Get: Monthly transaction categorization, bank reconciliation, financial reports (P&L, balance sheet), and priority support. -
The Strategy Session
For: Business owners who want more than just number crunching.
What You Get: 1-on-1 financial consulting (monthly or quarterly), budgeting support, and profit improvement plans. -
The Clean Slate
For: New clients with messy books or no system at all.
What You Get: Deep-dive assessment, catch-up bookkeeping (up to 12 months), chart of accounts cleanup, and a fresh start with QuickBooks, our recommended software. -
The CFO-Lite
For: Growing businesses not ready for a full-time CFO.
What You Get: High-level financial analysis, forecasting, budget creation, and strategic advisory tailored to your goals. -
Classic Consultation
For: Anyone with a financial document already compiled.
What you get: We will review and advise on any financial statement you have.
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Quickbooks Training
For: Self starters
What you get: 20 hours of professional, one on one QuickBooks instructions tailored to your needs.
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Basic Tax Compliance
For: Individuals or Small Businesses needing Preparation and filing of federal and state income tax returns.
What You Get: IRS notice review and response guidance and more.
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Loan Application Review - Lender
For: Individuals or Small lenders
What You Get: Individual consultation on loan creditworthiness and assistance preparing strong loan applications before submission.
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Loan Application Review - Borrower
For: Individuals and Businesses who need to get a vehicle or personal loan approved as fast as possible.
What You Get: Professional advice on how to get your loan approved quickly and accurately.