What are specialized accounting projects?

These are focused engagements designed to address a specific issue or need. These projects are ideal for businesses that require targeted support, such as cleanup work, compliance assistance, or QuickBooks Online optimization without a long-term contract.

How does project accounting differ from ongoing accounting support?

Project accounting is limited to a clearly defined scope and timeline. Once the project objectives are completed, the engagement ends unless additional work is requested. This approach works well for businesses that prefer to handle daily bookkeeping internally but need expert help for complex tasks.

When should a business consider specialized accounting projects?

Businesses should consider this service when facing a one-time challenge, preparing for tax compliance reviews, resolving discrepancies, or transitioning to QuickBooks Online. It is particularly useful for fast-moving entrepreneurs who need to "reset" their books after a period of growth.

Can specialized accounting projects help with IRS notices or sales tax issues?

Yes. We provide assistance with IRS notices, sales tax matters, and other regulatory issues, depending on the scope of the engagement and the complexity of the situation.

Do specialized accounting projects require a long-term commitment?

No. Engagements are structured as standalone projects with defined deliverables. There is no ongoing commitment beyond the completion of the agreed work.

Specialized Accounting Projects

Targeted solutions. Accurate records. Restored confidence.

Our specialized accounting projects are designed for growth-focused businesses that need targeted assistance without a full-service engagement. From our base in Cary, North Carolina, we solve specific issues, manage transitions, and ensure compliance through clearly defined project work delivered with CPA-level accuracy and oversight.

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Targeted accounting support without a long-term commitment

Stan P. Moore CPA, PLLC, provides specialized accounting projects for serial entrepreneurs and businesses seeking expert help with defined accounting challenges.

Accounting Cleanup Projects

Our specialized cleanup projects correct and organize financial records that may have fallen behind during periods of rapid growth. This work resolves inaccuracies, collects historical data, and restores confidence in your financial reporting.

Compliance and Issue Resolution

We assist with project accounting related to IRS notices, sales tax issues, and other regulatory matters. These projects are structured to address the problem efficiently while ensuring strict compliance with applicable federal and state tax laws.

QuickBooks Online Setup & Transitions

For businesses implementing new systems or restructuring workflows, we provide expert QuickBooks Online setup, configuration, and process alignment to support accurate reporting and long-term usability.

Note: Each engagement is scoped individually. Project details, timelines, and deliverables are clearly defined in the engagement letter.

When specialized accounting projects make sense

One-time accounting needs: These services are well-suited for businesses that need help with a specific hurdle, like a messy ledger or a complex transaction, rather than ongoing monthly support.
Clear project scope: Each engagement is structured around defined objectives, deliverables, and timelines so you know exactly what to expect before work begins.
Focused CPA oversight: Unlike freelance bookkeepers, our projects are completed to professional CPA standards and with a focus on accuracy, ensuring reliable outcomes that stand up to scrutiny.
Flexible Engagement: This service is ideal for businesses that want expert assistance without a recurring commitment, or for those needing a "clean slate" before qualifying for one of our Select Advantage Memberships.

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Basic Services

Hourly Rate on
Monthly Pay Schedule

+

PRO
MEMBERSHIP

$250 per month

PREMIUM
MEMBERSHIP

$500 per month

Ways to Work Together

Basic Services Only

Annual accounting, tax prep, business consulting, and reporting.

Basic Services + PRO

Everything in your basic service agreement, plus the PRO monthly member benefits.

Basic + PRO + PREMIUM

Everything in your basic service agreement, plus the PRO and Premium monthly member benefits.

Note: Complete service inclusions and plan specifics are laid out in the engagement letter.

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Case Studies

Jay was a successful financial planner who wanted to improve his business cash flow and tax liability. He approached us after decades of doing his own tax preparation and also trying some local tax preparers. As an entrepreneur with several businesses, including a portfolio of real estate, he wanted a hands-on approach to guide him to higher profitability. We optimized his tax structure to save him over $10,000 annually for the rest of his career! How? We linked his personal goals to his business, identified the best tax entity, and changed the company retirement and compensation methodology!
Michael and Stacie owned their business for over 20 years when the sold it to another operator. They needed to know how much tax they needed to pay so they could minimize the burden and plan for it. We worked with them for weeks assessing their multi-entity business portfolio, real estate, and personal financial plans. The result was in-depth tax projection scenarios providing maximum retirement contributions over $150,000 in one year, tax savings of $100,000 over two years, and a new holding-company business model for the future!
Steve was building a business and needed bookkeeping, tax, and business advice. His fast-paced entrepreneurial spirit required that we always "stay ahead" with his books and tax planning. With our on-time reporting, proactive tax moves, and hands-on training, Steve learned how to master his books and keep up with market changes! Now he has retirement, a valuable business, and services large commercial distributors and contractors across North Carolina.

How specialized accounting projects work

Step 1: Project evaluation

We review your specific issue or need to determine whether it aligns with our specialized project scope, and we define the goals.

Step 2: Scope and planning

Clear objectives, deliverables, and timelines are established in an engagement letter to guide the accounting work.

Step 3: Project execution

We complete the accounting work efficiently, billed hourly while maintaining accuracy, compliance, and transparency.

Step 4: Review and Video Handoff

Once the project is completed, results are reviewed via a personalized video summary, and documentation is provided to support ongoing use or next steps.

FAQs

These are focused engagements designed to address a specific issue or need. These projects are ideal for businesses that require targeted support, such as cleanup work, compliance assistance, or QuickBooks Online optimization without a long-term contract.
Project accounting is limited to a clearly defined scope and timeline. Once the project objectives are completed, the engagement ends unless additional work is requested. This approach works well for businesses that prefer to handle daily bookkeeping internally but need expert help for complex tasks.
Businesses should consider this service when facing a one-time challenge, preparing for tax compliance reviews, resolving discrepancies, or transitioning to QuickBooks Online. It is beneficial for fast-moving entrepreneurs who need to "reset" their books after a period of growth.
Yes. We assist with IRS notices, sales tax matters, and other regulatory issues, depending on the scope of the engagement and the complexity of the situation.
No. Engagements are structured as standalone projects with defined deliverables. There is no ongoing commitment beyond the completion of the agreed work.

Specialized Accounting Projects