Your Financial Evolution

Your books up to date, your taxes in order, and someone who explains what your numbers mean.

Your books up to date, your taxes in order, and someone who explains what your numbers mean.

We take care of your bookkeeping, tax preparation, and tax planning so you can focus on what you do best: growing your business. No surprises. No jargon you don't understand. No having to chase anyone down to get an answer.

Schedule your free diagnostic

View plans and pricing

TaxMate
Tax Summary
$139.76
Weekly
+10.12%
Income
48%
Assets
20%
Properties
57%

Does this sound familiar?

Your accountant only shows up in April. The rest of the year, you’re on your own.

Your accountant only shows up in April. The rest of the year, you’re on your own.

Your accountant only shows up in April. The rest of the year, you’re on your own.

Backlogged books that pile up.

You’ve gone months—or years—without truly knowing how your finances stand. Your books are behind, reconciliations are pending, and whenever you need a figure, no one has it ready.

Backlogged books that pile up.

You’ve gone months—or years—without truly knowing how your finances stand. Your books are behind, reconciliations are pending, and whenever you need a figure, no one has it ready.

Taxes that catch you by surprise.

April rolls around and you discover you owe more than you expected. Or worse: you overpaid, and no one told you. Without real tax planning, every tax season is a gamble.

Taxes that catch you by surprise.

April rolls around and you discover you owe more than you expected. Or worse: you overpaid, and no one told you. Without real tax planning, every tax season is a gamble.

An accountant who never responds.

You email them and wait days. You call and they don't answer. You get a notice from the IRS and have no idea who to turn to. Abandonment is the industry standard—and your business pays the price.

An accountant who never responds.

You email them and wait days. You call and they don't answer. You get a notice from the IRS and have no idea who to turn to. Abandonment is the industry standard—and your business pays the price.

An accountant who never responds.

You email them and wait days. You call and they don't answer. You get a notice from the IRS and have no idea who to turn to. Abandonment is the industry standard—and your business pays the price.

What we do for you

Your bookkeeping, taxes, and fiscal strategy — under one roof.

Your bookkeeping, taxes, and fiscal strategy — under one roof.

Your bookkeeping, taxes, and fiscal strategy — under one roof.

We aren't three different providers. We are a single team that knows your business and handles all your finances so your decisions are backed by real data.

How it works

From financial chaos to total clarity in 4 steps.

From financial chaos to total clarity in 4 steps.

From financial chaos to total clarity in 4 steps.

Step

01

Free Assessment

Schedule a 30-minute session with a Ventum professional. We’ll look at the real state of your finances — no filters, no judgment, no strings attached.

Step

02

Tailored Plan

We present a clear roadmap with exactly what your business needs. Nothing generic. Nothing that doesn't apply to your specific situation.

Step

03

We Bring Order

Up-to-date books, taxes in order, QuickBooks configured, and clear processes. If you're behind, we fix it. If you're just starting, we do it right from day one.

Step

04

Ongoing Support

Every month, you receive reports you can actually understand, have a team that responds, and make decisions with the certainty of knowing exactly where your business stands.

Calendar

July 2024
Sun
Mon
Tue
Wed
Thu
Fri
Sat
31
1
2
3
4
5
6
7
8
9
10
11
12
13
28
29
30
31
1
2
3
9:00 A.M - 12:00 P.MME2302

Free Assessment

01

Free Assessment

Schedule a 30-minute session with a Ventum professional. We’ll look at the real state of your finances — no filters, no judgment, no strings attached.

July 2024
Sun
Mon
Tue
Wed
Thu
Fri
Sat
31
1
2
3
4
5
6
7
8
9
10
11
12
13
28
29
30
31
1
2
3
9:00 A.M - 12:00 P.MME2302

Free Assessment

02

Tailored Plan

We present a clear roadmap with exactly what your business needs. Nothing generic. Nothing that doesn't apply to your specific situation.

Plan a tu medida

Paso1

Efficiency Audit.

2:45 PM → 3:15 PM

Paso2

Tax Strategy Roadmap.

3:25 PM → 3:40 PM

Paso3

Accounting Scalability.

4:45 PM → 5:15 PM

03

We Bring Order

Up-to-date books, taxes in order, QuickBooks configured, and clear processes. If you're behind, we fix it. If you're just starting, we do it right from day one.

Tus documentos en orden

all

04

Ongoing Support

Every month, you receive reports you can actually understand, have a team that responds, and make decisions with the certainty of knowing exactly where your business stands.

STATUS REPORT

Month-End Close

Period: May 2026

Invoices & Receipts Entry

Cleared by Bookkeeper

Bank Reconciliation

No discrepancies found

Tax Calculations

Review in progress (CPA)

Financial Statements

Pending partner signatures

01

Free Assessment

Schedule a 30-minute session with a Ventum professional. We’ll look at the real state of your finances — no filters, no judgment, no strings attached.

02

Tailored Plan

We present a clear roadmap with exactly what your business needs. Nothing generic. Nothing that doesn't apply to your specific situation.

03

We Bring Order

Up-to-date books, taxes in order, QuickBooks configured, and clear processes. If you're behind, we fix it. If you're just starting, we do it right from day one.

04

Ongoing Support

Every month, you receive reports you can actually understand, have a team that responds, and make decisions with the certainty of knowing exactly where your business stands.

July 2024
Sun
Mon
Tue
Wed
Thu
Fri
Sat
31
1
2
3
4
5
6
7
8
9
10
11
12
13
28
29
30
31
1
2
3
9:00 A.M - 12:00 P.MME2302

Free Assessment

It’s for you if...

This is for business owners who want finances that match what they are building.

This is for business owners who want finances that match what they are building.

This is for business owners who want finances that match what they are building.

Scaling business owner

Your business is growing, and you need your finances to scale with it. Without financial structure, growth quickly turns into chaos.

Business owner operating without structure

You are generating revenue, but you lack real financial order. You don’t know for certain how much you make, how much you spend, or how profitable your business actually is. You need someone to get your numbers in order.

Professional formalizing their business

You are transitioning from a freelancer/independent to a formal company, and you want to do it right from the start — with the books, taxes, and the right structure from day one.

International entrepreneur in the U.S.

You own or are looking to open a business in the United States, and you need a team that understands the system, speaks your language, and supports you so that nothing gets lost in translation.

The financial support your business needs. No long-term contracts. No fine print.

Starter Plan

From $150

per month

For early-stage businesses or simple operations. Periodic bookkeeping for companies with up to $250K/year in revenue.

Ver todos los planes

  • Periodic bookkeeping

  • Up to 500 transactions

  • Sync'd QuickBooks

  • Basic reconciliations

  • Financial reports

Plan Essential

Más popular

From $399

per month

For growing businesses. Cash or accrual-based accounting, integrated with QuickBooks, with reports that guide your decision-making.

Ver todos los planes

  • Dedicated bookkeeper

  • Cash or accrual-based accounting

  • Integrated and sync'd QuickBooks

  • Weekly reconciliations

  • Monthly financial reports and statements

Plan Enterprise

From $599

per month

Everything you need in one place. Full bookkeeping + personal and business tax preparation + tax planning + accounts payable and receivable.

Ver todos los planes

  • Everything in Essential

  • Personal and business tax preparation

  • Proactive annual tax planning

  • Quarterly estimates

  • Accounts Payable/Receivable (AP/AR) management

  • IRS notice response included

Starter Plan

From $150

per month

For early-stage businesses or simple operations. Periodic bookkeeping for companies with up to $250K/year in revenue.

Ver todos los planes

  • Periodic bookkeeping

  • Up to 500 transactions

  • Sync'd QuickBooks

  • Basic reconciliations

  • Financial reports

Plan Essential

Más popular

From $399

per month

For growing businesses. Cash or accrual-based accounting, integrated with QuickBooks, with reports that guide your decision-making.

Ver todos los planes

  • Dedicated bookkeeper

  • Cash or accrual-based accounting

  • Integrated and sync'd QuickBooks

  • Weekly reconciliations

  • Monthly financial reports and statements

Plan Enterprise

From $599

per month

Everything you need in one place. Full bookkeeping + personal and business tax preparation + tax planning + accounts payable and receivable.

Ver todos los planes

  • Everything in Essential

  • Personal and business tax preparation

  • Proactive annual tax planning

  • Quarterly estimates

  • Accounts Payable/Receivable (AP/AR) management

  • IRS notice response included

Starter Plan

From $150

per month

For early-stage businesses or simple operations. Periodic bookkeeping for companies with up to $250K/year in revenue.

Ver todos los planes

  • Periodic bookkeeping

  • Up to 500 transactions

  • Sync'd QuickBooks

  • Basic reconciliations

  • Financial reports

Plan Essential

Más popular

From $399

per month

For growing businesses. Cash or accrual-based accounting, integrated with QuickBooks, with reports that guide your decision-making.

Ver todos los planes

  • Dedicated bookkeeper

  • Cash or accrual-based accounting

  • Integrated and sync'd QuickBooks

  • Weekly reconciliations

  • Monthly financial reports and statements

Plan Enterprise

From $599

per month

Everything you need in one place. Full bookkeeping + personal and business tax preparation + tax planning + accounts payable and receivable.

Ver todos los planes

  • Everything in Essential

  • Personal and business tax preparation

  • Proactive annual tax planning

  • Quarterly estimates

  • Accounts Payable/Receivable (AP/AR) management

  • IRS notice response included

Tax Preparation

For businesses that already have their bookkeeping handled and need reliable, no-surprise tax preparation.

From $499

Desde $499

al mes

All plans include access to your team via chat and email. Scale whenever you’re ready — change plans with no penalties.

Agendar llamada gratis

What people ask us before getting started.

What people ask us before getting started.

I already have an accountant. Why do I need Ventum?

If your accountant responds when you need them, explains your numbers every month, and supports you in every decision — stay with them. But if they only show up in April and you're on your own the rest of the year, the difference with Ventum is that we are here year-round. We don't just do your books — we use them to help you make better decisions.

Isn't monthly bookkeeping too expensive?

The real question is how much it costs you not to have your numbers clear. Blind decisions, incorrectly paid taxes, IRS penalties, missed opportunities. The cost of not having structure is always higher than the cost of having it.

My company is a holding/asset-based business and has very few transactions. Do I need this?

If your company has any activity — no matter how minimal — it needs up-to-date books and accurate taxes. The Starter plan is designed exactly for that: businesses with simple operations that need order without overpaying.

Can I hire just the tax preparation without bookkeeping?

Yes. We offer tax preparation as a standalone service starting at $499/year. Although our recommendation is always to have active, year-round bookkeeping — taxes are much easier (and cheaper) when the books are already in order.

What happens if I have backlogged books?

We get them up to date. This is one of the most common situations our clients come to us with. We perform a diagnostic of the backlog, give you a clear plan, and resolve it before moving on to monthly bookkeeping.

What software do you use?

We work with QuickBooks Online as our base. If you already have it, we integrate with it. If you don't, we’ll set it up for you.

Do you provide service in Spanish?

Yes. Our team works in both Spanish and English. We communicate with you in whichever language you prefer, ensuring nothing gets lost in translation.

Is this component responsive?

Yes, the FAQ component is fully responsive and adapts seamlessly to desktop, tablet, and mobile screen sizes.

¿Más preguntas? Escríbenos cuando quieras.

contact@ventumfi.com

Business owners who stopped chasing their accountant.

Business owners who stopped chasing their accountant.

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