Focus on Growth - We'll Keep Your Finances in Check

We assist our clients with accounting and transaction support, SOC 2 audits, and tax planning and compliance. Our work ranges from monthly reporting and reconciliations to quality of earnings (QofE) reviews for M&A, as well as issuing independent SOC 2 audit reports for startups and service providers.

We use transparent, fixed-fee pricing so clients know exactly what to expect.

Bookkeeping:

• $500–$700 per month for businesses under $1M in annual revenue
• $700–$1,200 per month for businesses between $1M and $3M
• $1,300–$2,000 per month for businesses over $3M

Business Tax Services:

• $1,200–$2,000 annually for businesses under $2M in revenue
• $1,700–$4,000 annually for businesses over $2M

SOC 2 Audits & QofE Reviews:

• Pricing depends on engagement size, but we typically deliver both for under $10,000.
• Based in San Antonio, we’re able to pass on lower overhead savings to our clients.

SOC 2 is a security and compliance audit that enterprise buyers often require before signing contracts with startups and service providers. We are official partners of Drata and Vanta, two leading SOC 2 compliance platforms, and issue independent SOC 2 audit reports that meet enterprise requirements.

Yes. We assist buyers, sellers, and investors with quality of earnings (QofE) reviews, due diligence, and financial reporting. Our team also brings direct experience as transaction participants ourselves, having gone through acquisitions in recent years. That perspective shapes how we approach QofE reviews, with a practical understanding of what buyers and sellers really care about.

We assist our clients year-round, not just at filing time. From quarterly estimates to credits and deductions, our focus is on keeping businesses compliant while minimizing their tax burden.

Our clients stay in touch with us throughout the year. We provide monthly financials, check-ins on cash flow, and proactive tax planning, so there are no surprises when it comes to lenders, investors, or the IRS.

Sunbridge Advisory is led by a CPA licensed in Texas and Massachusetts, with prior experience at EY and McKinsey advising both corporations and high-growth startups. Our team combines public accounting expertise with transaction support and audit experience, giving us the range to handle everything from monthly books to SOC 2 audits and M&A due diligence.

We believe accounting and audit should move at the speed of modern business. As Drata and Vanta partners, we integrate directly with compliance platforms to streamline SOC 2 audits. Our bookkeeping and reporting processes use cloud-based tools that give clients real-time access to their financials, cutting down on manual back-and-forth and enabling faster, data-backed decisions.

Sunbridge Advisory is led by a licensed CPA with active certifications in both Texas and Massachusetts. Our firm is a proud member of the Texas Society of CPAs (TXCPA). We also partner with compliance leaders Drata and Vanta to deliver SOC 2 audits that integrate smoothly with their platforms.