Advanced Tax & CFO Support for Growing S‑Corp Owners
Powell United Financial Services helps S‑Corp owners with $1–$10 million in revenue reduce taxes, gain financial clarity, and simplify their entire back‑office taxes, accounting, payroll, employee benefits, and more.
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Proactive tax advisory and preparation
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Virtual CFO, cash flow, and KPI reporting
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Full scale QBO and QBD bookkeeping
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Payroll management through ADP
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Employee benefits through our sister firm, Legacy Stewards
Book a 20–30 minute conversation to see if we’re the right financial partner for your S‑Corp.
Enrolled
Agents
QuickBooks
Pro Advisors
Accountant Connect Partners
Profit First
Banking
Trusted Employee Benefits
One Firm. Three Pillars of Support.
We combine strategy, execution, and stewardship so you don’t have to juggle multiple advisors who never talk to each other.
Tax Strategy That Pays for Itself
Advanced S‑Corp planning, entity optimization, compensation strategy, and year‑round tax advisory designed to legally minimize what you pay and maximize what you keep.
Financial Clarity & Virtual CFO
Monthly and quarterly financials, cash flow forecasting, KPI dashboards, and strategic advisory so you can make confident decisions using real numbers—not gut feel alone.
Complete Back‑Office Support
Bookkeeping, ADP payroll, employer and employee benefits, insurance and retirement planning, and coordination with estate planning—so your business and personal finances move in the same direction.
Every engagement is customized, but we’ve organized our services into three core plans so you can quickly see where you fit.
• Monthly bookkeeping and reconciliations
• Business tax preparation and filing
• Quarterly tax estimates
• ADP payroll setup and support
• Basic monthly financial reports
• Email support with 24–48 hour response time
Perfect for: S‑Corp owners between $1–$3 million in revenue who want clean books, accurate returns, and a reliable back‑office.
Pricing is customized based on business complexity.
Includes everything in Foundation, plus:
• Advanced S‑Corp tax strategy and annual tax plan
• Monthly controller‑level review of your financials
• Cash flow monitoring and forecasting
• KPI dashboard and monthly performance review
• IRS notice and audit support
• Benefits and retirement plan consultation (401(k), SEP, SIMPLE, IRAs)
• Priority support and scheduled advisory calls
Ideal for: Businesses between $2–$7 million ready to grow profitably and reduce financial surprises.
Includes everything in Growth, plus:
• Dedicated Virtual CFO
• Monthly strategic planning meetings
• Detailed budgeting and multi‑scenario forecasting
• Profitability analysis by service line, project, or location
• Compensation and distribution planning for owners
• Integrated planning with Legacy Stewards for insurance, retirement, and estate strategies
• Support with banking, lending, and major financial decisions
Best for: S‑Corps between $4–$10 million seeking long‑term guidance, not just compliance.
Not sure which plan fits you?
Book a Discovery Call and we’ll match you with the service level that makes the most sense.
How We Work Together
Working with your financial team shouldn’t be complicated.
Here’s our simple, structured approach:
Discovery Call
A 20–30 minute Zoom conversation to learn about your business, current challenges, and goals. If we’re a good fit, we’ll recommend the right plan and outline next steps.
Deep-Dive & Onboarding
2. Deep‑Dive & Onboarding
We gather your financials, connect your systems (QuickBooks, ADP, bank feeds, etc.), review your tax history, and build your customized service scope and pricing.
Ongoing Strategy & Support
Each month and quarter, we handle the work—bookkeeping, payroll, reporting, and tax planning—while you meet with us for updates, strategic decisions, and future planning.
We’ll start with where you are today and show you what’s possible.
Frequently Asked Questions
“Do I have to be an S‑Corp already?”
Not necessarily. Many of our clients come to us as LLCs or sole proprietors and want to understand if an S‑Corp election makes sense. We’ll review your situation, run the numbers, and help you choose the right structure.
“Do you work with companies outside of Texas?”
Yes. We serve S‑Corp owners nationwide. Most of our meetings happen via Zoom, and we use secure, cloud‑based tools to handle your documents and financial data.
“What will my investment be?”
Every engagement is custom‑priced based on revenue, complexity, and the services you need. After your Discovery Call and onboarding review, we’ll present a clear, flat monthly fee—no surprise bills.