Strategic Accounting & Controller Services in Bluffton, SC

Sally Colleran at one of her retail clients checking out the merchandise.

Get clear reports for your retail or service business and expert CPA guidance so you can make smarter business decisions.

Schedule A Call

Running a business means more than just keeping the books balanced. That’s why our Bluffton CPA firm offers ongoing accounting and strategic support designed to keep you confident in your numbers year-round. Whether you need monthly or quarterly guidance, we provide accurate reports, proactive advisory meetings, and seamless tax filing—all under one roof.

Comprehensive Accounting Services for Growing Businesses

  • Reliable monthly or quarterly financial reports

  • Strategic advisory meetings to help you make smarter decisions

  • Tax return filing available for peace of mind

  • All-in-one CPA support—simplifying your business finances

Our Advisory Packages

Choose the Level of Services That Fits Your Business

Monthly Controller Package

Starting at $500/month

  • For businesses with in-house bookkeeping

  • Monthly financial reports

  • Quarterly advisory meeting

Why It Works:

Keeps your internal team supported with CPA-level oversight.

Most Popular

Quarterly Advisory Package

Starting at $900/month

  • Full bookkeeping services

    • Recording of bank activity for existing business checking and credit card accounts

    • Monthly reconciliation of business checking and credit card accounts

    • Proper notation and guidance within the client’s general ledger necessary for future interpretation and possible presentation

    • Completion of any necessary month-end journal entries

    • Monthly sales tax filing

  • Monthly financial reports

  • Quarterly advisory meeting

Why It Works:

Affordable oversight with expert insights every quarter.

Monthly Advisory Package

Starting at $1,400/month

  • Full bookkeeping services

    • Recording of bank activity for existing business checking and credit card accounts

    • Monthly reconciliation of business checking and credit card accounts

    • Proper notation and guidance within the client’s general ledger necessary for future interpretation and possible presentation

    • Completion of any necessary month-end journal entries

    • Monthly sales tax filing

  • Monthly financial reports

  • Monthly advisory meeting

Why It Works:

Best for businesses that want hands-on, monthly guidance.

Schedule A Call

Add-On Services

  • Accrual Accounting

  • Accounts Payable Bill Pay Services

  • Accounts Receivable Invoicing Services

  • Annual 1099 Filings

  • Tax Return Preparation & Filing

  • Payroll Maintenance & Guidance

  • S-Corporation Owner Payroll Management

  • Inventory set-up and Maintenance

Don’t see what you are looking for above? We are happy to discuss anything a client may need to see how Colleran Accounting can serve them.

Your Trusted Accounting Partner in Bluffton, SC

A CPA Team Who Understands Growth

Sally Colleran sitting outside of one of her retail client locations after one of their monthly accounting meetings.

At Colleran Accounting, we don’t just manage your books — we help you understand your numbers, make smarter decisions, and plan for long-term success. With Sally and her team, you’ll have a partner who’s invested in your growth.

Schedule A Call
Learn More About Sally & Her Team

The Impact of Strategic Accounting Support

  • 5 blue starts representing outstanding testimonials from Colleran Accounting customers.

    Life can be pretty hectic as a business owner. Thankfully, I have Colleran Accounting to handle my financials while I run my company. Having a CPA in my corner has been a great decision.

    Nikki Kolat, Carolina Weddings & Events LLC

  • 5 blue starts representing outstanding testimonials from Colleran Accounting customers.

    After 20+ years in business, I finally feel supported by an accountant who genuinely understands small business life, communicates clearly, and teaches rather than just tells. I’m deeply grateful for Sally’s patience, expertise, and commitment to helping my business succeed. She partnered with me to set financial goals and build confidence in managing them.

    Dawn Rosa Miller - CEO/Artistic Director

    Bluffton School of Dance

  • 5 blue starts representing outstanding testimonials from Colleran Accounting customers.

    We can’t say enough about Colleran Accounting. Their organization, accuracy, and responsiveness keep our business running seamlessly — from day-to-day financial management to big-picture strategy. Thanks to her expertise, our operations are smoother, our books are spotless, and our team can focus on what we do best — delivering white-glove real estate service.

    Alison Melton - Managing Partner & Broker In Charge

    The Agency - Hilton Head | Beaufort | Savannah

  • 5 blue starts representing outstanding testimonials from Colleran Accounting customers.

    As a woman with a small business, I’ve found her especially supportive and empowering — she really understands the unique challenges we face and helps me navigate them with confidence. She takes the time to explain everything in a way that I understand and makes managing my business finances so much easier.

    Cassandra Schultz - Owner

    Cassandra’s Kitchen Store - Bluffton, SC

  • 5 blue starts representing outstanding testimonials from Colleran Accounting customers.

    Tax season can be stressful. Working with Colleran Accounting was a phenomenal tax filing experience for me and my family. Thank you for making something complex go so smoothly.

    Karla Wysocki, Karla Marie’s LLC

Get Strategic CPA Support for Your Business

Schedule a call today to simplify your accounting, gain clarity, and keep your business moving forward with confidence.

Schedule A Call

FAQs

  • Yes. Many clients start with the Quarterly Accounting Package and move to monthly support as they grow. We’ll adjust your plan to fit your business.

  • We will be recording all of your monthly income and expenses, reconciling all business bank accounts, and providing monthly financial statements for internal use. These financial statements include a profit and loss, balance sheet, and other client-specific reports to assist you in making decisions.

    Service Includes:

    • Recording of bank activity for existing business checking and credit card accounts.

    • Monthly reconciliation of business checking and credit card accounts.

    • Proper notation and guidance within the client’s general ledger necessary for future interpretation and possible presentation

    • Completion of any necessary month-end journal entries

    • Monthly sales tax filing

    • Preparation of Monthly

  • Advisory meetings are CPA-led sessions where we review your financial reports, discuss performance, and outline action steps for improvement. They’re designed to give you clarity and strategy, not just numbers.

  • Our accounting packages are billed monthly with a minimum three-month commitment. This ensures we can provide consistent support and real results.

  • Tax preparation is an add-on service that is available to any client that signs up for one of our ongoing advisory packages.

    This would be billed for separately from the ongoing advisory package fee.

  • We do the bookkeeping in order to be the best accountants for your business. We handle the details which then drive all of our controller and strategy discussions.