Holistic Budget, APC

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Gusto Bronze Partner

Serves 10 Gusto clients | Partner since 2021

Holistic Budget, APC (HB APC) is a professional accounting service provider and financial literacy organization.

HB APC provides affordable state-of-the-art accounting and taxation services. Whether an individual or a business owner, we cater the client experience to your specific needs while providing excellent quality service. Our services include bookkeeping, tax planning, payroll issuance, and more.

We acknowledge the power of knowledge. HB APC provides various consulting services, including business operation audits, mortgage projection computations, and taxation compliance standards - endless possibilities.

HB APC strives to challenge the culture of financial illiteracy by empowering people to make rational decisions concerning their money. We understand that not all sizes fit all regarding budgeting and finances. Building a financial roadmap that encompasses your specific life goals is foundational to our desire to help you redefine your relationship with money.

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Holistic Budget, APC

Serves 10 Gusto clients | Partner since 2021

Holistic Budget, APC (HB APC) is a professional accounting service provider and financial literacy organization.

HB APC provides affordable state-of-the-art accounting and taxation services. Whether an individual or a business owner, we cater the client experience to your specific needs while providing excellent quality service. Our services include bookkeeping, tax planning, payroll issuance, and more.

We acknowledge the power of knowledge. HB APC provides various consulting services, including business operation audits, mortgage projection computations, and taxation compliance standards - endless possibilities.

HB APC strives to challenge the culture of financial illiteracy by empowering people to make rational decisions concerning their money. We understand that not all sizes fit all regarding budgeting and finances. Building a financial roadmap that encompasses your specific life goals is foundational to our desire to help you redefine your relationship with money.

Firm at-a-glance

  • Accepting new clients
  • Offers remote services
  • 1 accountant on staff

Client sizes

  • 1 employee
  • 2-20 employees
  • 21-50 employees

Software experience

Xero icon
Xero
Quickbooks Online icon
Quickbooks Online
Quickbooks Desktop icon
Quickbooks Desktop
Homebase icon
Homebase

Services offered

  • Auditing
  • Bookkeeping
  • Consulting
  • Financial planning
  • Manage payroll
  • Outsourced CFO
  • Tax preparation
  • R&D tax credit

Industries served

  • Administration & support services
  • Arts & recreation
  • E-commerce
  • Education
  • Finance & insurance
  • Healthcare & social services
  • Manufacturing
  • Marketing, advertising & consulting
  • Media & communications
  • Not-for-profit
  • Professional services
  • Public administration
  • Real estate & hiring services
  • Repairs & personal services
  • Retail
  • Transportation & storage
  • Utilities
  • Wholesale

Client sizes

  • 1 employee
  • 2-20 employees
  • 21-50 employees
Team photos

Software experience

Xero icon
Xero
Quickbooks Online icon
Quickbooks Online
Quickbooks Desktop icon
Quickbooks Desktop
Homebase icon
Homebase

Services offered

  • Auditing
  • Bookkeeping
  • Consulting
  • Financial planning
  • Manage payroll
  • Outsourced CFO
  • Tax preparation
  • R&D tax credit

Industries served

  • Administration & support services
  • Arts & recreation
  • E-commerce
  • Education
  • Finance & insurance
  • Healthcare & social services
  • Manufacturing
  • Marketing, advertising & consulting
  • Media & communications
  • Not-for-profit
  • Professional services
  • Public administration
  • Real estate & hiring services
  • Repairs & personal services
  • Retail
  • Transportation & storage
  • Utilities
  • Wholesale

Please note that Gusto does not guarantee the quality of any particular partner and that information on this page was submitted by the partner. This directory contains some of our recommended partners, but every business’s needs are different and you should take the time to evaluate the partners before selecting one.