Expert Financial Audit Services
Understanding your financial situation and navigating the complexities of financial planning are critical to achieving long-term success. Our team of certified professionals at Potrus CPA offers deep insights and strategic guidance to help you make informed decisions, maximize your assets, and secure your financial future. By partnering with us, you gain not just a service provider, but a trusted advisor committed to highlighting opportunities and safeguarding against risks.
Financial Review for Your Business
Our financial review services are designed to cover every facet of your business’s financial health. From thorough budget analysis that aligns your spending with strategic goals, to investment portfolio evaluation ensuring your investments are positioned for both growth and security, and comprehensive risk assessments to protect against unforeseen financial downturns. These services are perfect for businesses looking to meet compliance requirements and gain a clear understanding of their financial standing.
Successful Planning For Your Business
Navigating the challenges of financial accuracy and compliance is a formidable task for many businesses. Our services are meticulously designed to address these concerns head-on, offering peace of mind and the assurance that your financial statements meet the Generally Accepted Accounting Principles (GAAP). Our services provide:
Compliance Assurance
Ensuring your financial reports are in line with GAAP and other relevant standards.
Strategic Insights
Analysis and forecasts to inform future financial planning and investment.
Error Detection
Identifying discrepancies and areas of fraud risk to protect your assets.
Custom Recommendations
Tailored advice to optimize financial performance and operational efficiency.
Affordable Reviews That Are Always Accurate
Financial reviews are a critical component of maintaining your company’s fiscal health and integrity. We specialize in conducting in-depth reviews that are not only affordable but always accurate. Our process involves applying analytical procedures and making inquiries of management to ensure your financial statements accurately reflect your financial position, without the need for a more comprehensive and costly audit.
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. 
