Prism Consulting
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Publishes prices
- Local or remote?
- Not stated on its website
- Software?
- Gusto, ADP, QuickBooks Online, Xero, Paychex
Who they say they serve: retail (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 5 of 5 core services; publishes prices.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Prism Consulting | home page Nov 5, 2026 | |
| Website | https://www.prismconsultingva.com/ | home page | |
| Office locality | Staunton, VA | home page | |
| Phone | +15402277585 | /contact Oct 1, 2026 | |
| Offers bookkeeping | Documented: Prism Consulting - Bookkeeping, HR, Tax & Fractional CFO Skip to content Strategy · Tax · HR · Bookkeeping Your whole... | home page | |
| Monthly bookkeeping | Documented: ...Check for a custom quote Monthly tiers Start with the books. Add as you grow. Active monthly bookkeeping clients save 10 to 15% on tax prep. Every tier starts from clean monthly... | /pricing | 8 pts (max 8) |
| Catch-up / cleanup | Documented: ...team across services Real outcomes from real clients Don't take our word for it. From catch-up bookkeeping to year-round tax strategy. Years of Data Untangled across multiple... | home page | 5 pts (max 5) |
| AP / AR | Documented: ...entities who want one team handling the operating rhythm. Centralized billing and accounts payable Bookkeeping across multiple entities Payroll (Gusto, ADP, QuickBooks Payroll)... | /pricing | 4 pts (max 4) |
| Payroll coordination | Documented: ...team running it. Small businesses piece together separate providers for books, taxes, payroll, and financial strategy, and none of those providers talk to each other. Prism... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...tier Bookkeeping Monthly bookkeeping and reconciliations Monthly financials (P&L and balance sheet) Chart of accounts setup and upkeep Job costing or class tracking Board-ready... | /pricing | 6 pts (max 6) |
| Industries served (documented) | retail | /pricing | 5 pts (max 5) |
| Software supported | Gusto, ADP, QuickBooks Online, Xero, Paychex | home page | 5 pts (max 5) |
| Pricing approach published | Publishes prices: "$500 to $750 /month" | /pricing | 6 pts (max 6) |
| What is included / excluded | Documented: ...and bi-weekly strategy check-ins. $2,500 to $5,000 /month Start with a Vibe Check What's included at each tier Bookkeeping Monthly bookkeeping and reconciliations Monthly... | /pricing | 5 pts (max 5) |
| Onboarding described | Documented: ...look like for your books? Book a free 30-minute Vibe Check call Get started for free How it works No judgment, no matter how far behind you are. Most clients say the hardest part... | /services/bookkeeping | 4 pts (max 4) |
| Reporting cadence stated | Documented: ...Strategic finance, on retainer Fractional CFO work covers the recurring rhythm of monthly reporting and the project work of building the financial infrastructure your business... | /services/strategy | 4 pts (max 4) |
| Communication channel / process | Documented: ...Consulting Skip to content Let's talk. Send a note, give us a call, or book a visit. We respond within one business day, and meetings at the Staunton office are by appointment so... | /contact | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Local / remote model stated (0 pts, max 3).
- Not verified. Searched the IRS PTIN holder file (updated 2026-02-23) for business name 'Prism Consulting' in Staunton, VA on 2026-09-27: no matching preparer record (IRS preparer records): Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Named contact / team (0 pts, max 3); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: Virginia Board of Accountancy license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 19 of 21 evidenced items come from Prism Consulting's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.