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CPA Services for Small Businesses

Feel confident about all your finances. Learn more about how our team supports your company’s bookkeeping, accounting, and tax needs.

Tax and Accounting Back Office Solutions

With our comprehensive services, you can offload the overwhelm of keeping up with all your company’s finances.


Keep your records up-to-date for financial planning and compliance.


Get accurate financial records on a monthly, quarterly, or annual basis.

Tax Strategy &

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.


Be sure your employees are paid the right amount, on time.

Financial Audit

We offer financial audit services tailored to meet the specific needs of your business.

Financial Review

Our financial review services are designed to cover every facet of your business’s financial health.

Connect with our tax and accounting experts today to save time and money on your business finances.

Saving Small Business Owners Time and Money

Just ask the CEOs we’ve helped in-person and online.


Get the answers to the accounting questions you’re wondering about.

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.

Alan Potrus,CPA