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Run Your Business Without Stressing Over Finances
Get all your tax and accounting needs handled for you – in one place. From bookkeeping and payroll to tax strategy and planning, our team of experts takes care of everything.
Saving Small Business Owners Time and Money
Just ask the CEOs we’ve helped in-person and online.
Alan Potrus is a fantastic CPA. He has a lot of experience and knowledge, and truly cares about each customer. Rather than a fast "one and done" approach, he takes the time to understand your business, ask detailed questions, listen to your goals, and help provide the best possible service. I'm happy to recommend Potrus CPA! 
Highly recommend to small business owners for bookkeeping. Alan is empathetic, organized, and thorough. I love that he reconciles my books weekly and offers courtesy phone calls to go over my numbers and my goals. I’m so grateful for Potrus CPA team! 
I highly recommend Potrus tax firm. He is very knowledgeable, efficient, friendly and treats you like family. Also, his fees are reasonable. I always recommend him to my family and friends. You will not regret dealing with him. 
I wish I'd found Potrus a decade ago. Alan and his team are thorough, dedicated, and trustworthy. If you are looking for a CPA who can take the burden of doing taxes off of your plate—so you can focus on building your business—then you've found him. 
Potrus Tax, specifically Alan and Kate, have been instrumental in streamlining our small business's finances. Their expertise in taxes and bookkeeping, coupled with their personalized approach, have saved us time and money. We couldn't be happier with the results and highly recommend Potrus Tax to any small business owner seeking a reliable and attentive partner. 
Our company had the pleasure to work with Potrus CPA - we highly recommend them. 
Stop Drowning in Receipts, Invoices and Tax Regulations
Put an end to the countless hours you’re spending on managing your business finances.
Our team of tax and accounting experts is here to support small businesses across the United States:
Keep your books accurate and your finances error-free
- Take advantage of opportunities to maximize tax deductions
- *All while spending less time doing it.
Our
Clients
Tax and Accounting Back Office Solutions
With our comprehensive services, you can offload the overwhelm of keeping up with all your company’s finances.
Bookkeeping
Keep your records up-to-date for financial planning and compliance.
Accounting
Get accurate financial records on a monthly, quarterly, or annual basis.
Tax Strategy & Planning
We’ll prepare you to meet all tax deadlines and requirements.
Tax Preparation
Maximize your tax benefits by taking advantage of incentives.
Startup CFO
Receive expert financial guidance as you grow your business.
Payroll
Be sure your employees are paid the right amount, on time.
Connect with our tax and accounting experts today to save time and money on your business finances.
Go Beyond Managing
Here’s how we help put your focus back on what matters most: running your business.
01
Book a Consultation
Find out if we’re a good fit to work together.
02
Partner With Us
Get reliable tax and accounting solutions tailored to your business.
03
Achieve Peace of Mind
Sit back and relax while we handle all the planning and paperwork.
CPA firms offer a wide range of services, including:
- Tax Preparation and Planning: CPAs help individuals and businesses prepare and optimize their tax returns, ensuring compliance with tax laws while minimizing tax liabilities.
- Auditing and Assurance: CPAs can conduct financial audits, reviews, and compilations to assess the accuracy and reliability of financial statements for businesses and organizations.
- Financial and Management Consulting: CPAs provide financial advice and strategic planning to help businesses improve their financial performance, make informed decisions, and achieve their goals.
- Forensic Accounting: CPAs investigate financial discrepancies and fraud, often serving as expert witnesses in legal cases.
- Accounting and Bookkeeping: Many CPA firms offer basic accounting and bookkeeping services to help businesses maintain accurate financial records.
Selecting the right CPA firm depends on your specific requirements. Consider the following factors:
- Expertise: Look for a firm with experience in your industry or with your particular financial needs, such as tax planning or auditing.
- Reputation: Read reviews, ask for referrals, and check for certifications and credentials to gauge the firm’s reputation and trustworthiness.
Size: Decide if you prefer a large, full-service firm or a smaller, more specialized one. The size of the firm can impact the level of personal attention you receive. - Fees: Discuss fees upfront, and ensure they align with your budget and the services you need. Be clear about how the firm bills for their services.
- Communication: Choose a firm that values clear and open communication, as this is crucial for a successful client-CPA relationship.
CPAs play a significant role in tax planning by:
- Understanding Tax Laws: They are knowledgeable about current tax laws and regulations, enabling them to identify tax-saving opportunities and ensure compliance.
- Strategic Planning: CPAs can create personalized tax strategies that take advantage of deductions, credits, and incentives while minimizing tax liabilities.
- Income and Expense Analysis: They review your financial situation to optimize income and expenses for tax efficiency.
- Timing Strategies: CPAs can advise on the timing of income recognition and deductions to reduce your overall tax burden.
- Estate Planning: For high-net-worth individuals, CPAs can help with estate and gift tax planning to preserve wealth for future generations.
Explore CPA Insights
Browse useful resources to make managing your business finances feel easier.
Set Your Small Business Up for Financial Success
Connect with our tax and accounting experts today to save time and money on your business finances.
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