CPA
About CPA Services
Position your organization for continuous growth and increased profitability while ensuring compliance and achieving effectiveness and efficiency of your operations.
Your CPA provides in-depth financial knowledge of tax laws, accounting principles, and financial regulations to provide you with expert advice tailored to your financial situation. They will work closely with your Accountant to provide expert financial guidance and streamline your financial processes to ensure that your financials are audit-ready to enhance the transparency and credibility of your financial reports.
Plan Services
Everything in the Accounting Plan Plus:
- Additional 100 monthly transactions and invoicing for up to 50 clients
- Additional 2 merchant account management
- Monthly financial management reports
- Weekly transaction categorizations
- Consolidated financial reports
- Payroll & HR Management for up to 10 employees with next-day direct deposit and tax withholdings
- Annual tax savings analysis and 25% discount on all tax services
- Financial and business compliance with risk management
- Annual insurance planning and assessment for asset protection and business continuity
Why Choose Our CPA Services?
Engaging our CPA services offers numerous benefits:
Expertise
Benefit from the knowledge and experience of certified professionals who stay abreast of the latest financial regulations and best practices.
Accuracy
Ensure precise financial reporting and compliance with all relevant laws and standards.
Strategic Insight
Gain valuable insights into your financial data to inform business strategy and decision-making.
Risk Management
Identify potential financial risks and implement strategies to mitigate them effectively.
Strategic Tax Planning
Develop customized strategies to minimize tax liabilities and maximize savings.
Our Approach
Our Certified Public Accountant (CPA) services are grounded in a client-centric approach, emphasizing personalized strategies and proactive financial management. Our methodology encompasses several key steps:
Gain an in-depth understanding of your business control environment
Develop an internal control framework and implement proper accounting practices
Design and document processes for financial reporting
Identify financial statement risks and develop mitigation plan
Provide continuous internal control support and external audit support
Get Started Today
Ready to elevate your financial strategy with expert guidance?
Our mission is to decrease the information gap by providing exceptional accounting and tax expertise to empower decision makers to be able to make well informed and effective business decisions.
CPA
For businesses ready to stabilize, grow, and optimize with robust financial systems and oversight.-
✔️ Stabilize and Streamline Your Finances
Build a reliable financial foundation with consistent processes, reconciliations, and reporting routines. -
✔️ Operate More Efficiently
Reduce time spent on back-office work and gain operational clarity with automated, scalable financial systems. -
✔️ Plan Confidently for What’s Next
Make informed decisions with accurate data, real-time dashboards, and expert insights guiding your next steps. -
✔️ Meet Increasing Demands with Confidence
Handle growing transaction volumes and vendor relationships without compromising accuracy or visibility. -
✔️ Attract Stakeholders and Partners
Present clean financials and well-documented processes that build trust with lenders, investors, and collaborators.
What's Included in the Sustainability Plan
Support for scaling operations and optimizing financial workflows with steady, ongoing guidance.
Bookkeeping & Accounting
| Feature | Included |
|---|---|
| Bookkeeping & accounting software subscription | ✔️ |
| Create customized reporting dashboard to track KPI's | ✔️ |
| Streamline merchant transactions (Paypal, Stripe, Square) and integrate into accounting system | Up to 4 Merchant Accounts |
| Record transactions, manage receipts and documents, and complete monthly account reconciliations | Up to 300 Transactions & 4 Financial Accounts Weekly |
| Manage accounting schedules (depreciation, accruals, prepaids, leases, intangibles) | Up to 5 schedules |
| Generate Monthly 3-Way Financial Statements (P&L, Balance Sheet, Cash Flows) | ✔️ |
| Manage accounts receivables and collections | Up to 50 invoices per month |
| Manage accounts payables | Up to 50 bills per month |
Tax Preparation & Advisory
| Feature | Included |
|---|---|
| Annual and quarterly tax preparation and filing for state, local, and federal | 25% Discount |
| Annual tax planning, implementation, and reviews | 25% Discount |
| Tax Resolution | 25% Discount |
| Tax Strategy Review | 25% Discount |
| Complimentary tax savings analysis | Annually |
Payroll & HR Management
| Feature | Included |
|---|---|
| Certified HR Experts | ✔️ |
| Next-day Payroll processing direct deposit and tax withholding | Up to 10 Employees |
| Quarterly and annual income tax filing and payment (1099, W2, 941) | ✔️ |
| Employee payroll portal with time and attendance tracking | ✔️ |
| Employee Benefits (retirement, insurance, health) | ✔️ |
| Hiring, onboarding, off-boarding, talent management | ✔️ |
| HR guidance, insights, and reporting | ✔️ |
Financial Improvement and Audit Readiness
| Feature | Included |
|---|---|
| Manage internal controls, workflows, and policies and procedures over financial reporting | ✔️ |
| Financial audit support | ✔️ |
| Prepare financial statement disclosures | ✔️ |
Financial Management & Compliance
| Feature | Included |
|---|---|
| Develop and report financial KPI's | Up to 5 |
| Budgeting, forecasting and cash flow management with quarterly reviews | Select 2 Monthly |
| Manage financial and entity compliance | ✔️ |
| Financial Risk Management | ✔️ |
Financial Planning & Equity Management
| Feature | Included |
|---|---|
| Complimentary insurance planning | ✔️ |
| Consolidated financial reporting | ✔️ |
| Monthly financial review and clarity meeting | 1 |
| Develop an nnual financial plan with monthly and quarterly reviews | - |
| Acquisitions/Exits, Mergers & Acquisitions | - |
| Fundraising, Equity and Debt Management | - |
| Annual industry economic report | - |