TEL: 502.209.0350
Clear Financials. Confident Decisions.
Irick Tax & Advisory provides bookkeeping and advisory services for service-based businesses that want clarity, control, and sustainable growth — without the overwhelm.
We specialize in small and mid-sized professional service firms, where cash flow, inventory, and recurring revenue matter.
Financial Foundations
Monthly Bookkeeping & Compliance Support
Best for businesses that need clean, accurate books and reliable financial reporting.
What’s included:
-
QuickBooks Online bookkeeping
-
Monthly close by the 15th
-
Bank & credit card reconciliations
-
Monthly financial statements (P&L, Balance Sheet)
-
Sales tax filing & remittance
-
1-page owner summary
What this gives you:
-
Accurate, up-to-date financials
-
Compliance peace of mind
-
A solid foundation for future growth
What’s not included:
-
Payroll processing or payroll tax filings*
-
Physical inventory counts**
-
Ongoing financial advisory
Pricing:
Monthly fee based on revenue and complexity
(Typically $600–$1,500/month)
Growth Advisory
Monthly Financial Insight & Strategic Guidance
Best for growing businesses that want more than reports - they want insight.
Everything in Financial Foundations, plus:
-
Monthly Financial Clarity Snapshot
-
Cash flow analysis
-
Membership burn analysis (for recurring revenue models)
-
Inventory trend and margin analysis
-
Key performance indicator (KPI) tracking
-
Monthly advisory call (30–45 minutes)
-
High-level tax planning coordination
What this gives you:
-
Clear visibility into cash, margins, and risk
-
Early warning signs before problems escalate
-
Better monthly decisions backed by numbers
What’s not included:
-
Payroll processing or payroll tax filings*
-
Physical inventory counts**
Pricing:
Monthly fee based on revenue and complexity
(Typically $1200–$2,500/month)
* Payroll is handled by your payroll provider — we coordinate and analyze, not process.
** Inventory counts are performed by your staff — we handle the financial reporting and insights.
Who We Work With
Irick Tax & Advisory works best with service-based businesses that want clarity around their finances and value proactive financial management.
Our ideal clients:
-
Are service-based or professional service businesses
-
Have consistent monthly revenue
-
Want accurate financials, not just tax-time cleanup
-
Are open to financial insight and recommendations
-
Prefer clear processes and defined roles
We partner well with business owners who want to understand their numbers and use them to make better decisions — without managing the details themselves.
Who We're Not a Fit For
To ensure we deliver high-quality service, we may not be the best fit for businesses that:
-
Want payroll processing or payroll tax filings handled for them
-
Expect physical inventory counts or operational management
-
Are significantly behind on bookkeeping and not ready to get current
-
Prefer reactive, last-minute financial support
-
Are looking for the lowest-cost option rather than long-term value
We believe in clear boundaries, shared responsibility, and collaborative relationships.
Our Philosophy
We focus on:
-
Financial clarity over complexity
-
Insight over information overload
-
Systems that support sustainable growth
Daily operations are handled by specialized providers or internal staff. We focus on the financial reporting and analysis that supports confident decision-making