CPA COLLECTIVE

Services

What we do.


Tax preparation
and planning

No matter what stage of your life or business you are in, staying on top of tax compliance is key.  We will keep you compliant with all federal, state and local taxing authorities so you can focus on more important things, like growing your business. We will stay in touch throughout the year to prepare quarterly tax projections and implement strategies for tax savings wherever we can.

With our extensive knowledge and training, you can rest assured that the tax strategies we implement are top notch!

We even offer monthly fee arrangements to help streamline your costs.


Assurance services

Does your bank, investor or other third party require reviewed, compiled or prepared financial statements issued by an independent Certified Public Accountant (CPA)?  Whether it's putting together a personal financial statement or preparing a reviewed or compiled financial statement for your business, we can help.

Call us to discuss your needs today!

 

 


Financial statement
audit support

Do you have a financial statement audit coming up? Don’t panic, we got this! 

Our experience in performing financial statement audits makes us the perfect team to assist you internally. Let us help by providing financial records and supporting documentation directly to your auditors, prepare process cycle memos, respond to auditor inquiries, and prepare financial statements and related footnote disclosures to save you time and money.  


Bookkeeping

Don't have time to maintain your own books and chart of accounts?  We understand.  The truth is, your time is likely much more valuable spent on the operations of your business.  Our expert bookkeepers will keep your financials up to date throughout the year to give you better visibility into your company's performance  and assist with budgeting, forecasting, and tax planning. Services include: 

  • maintain chart of accounts

  • perform monthly account reconciliations

  • prepare necessary monthly accruals

  • maintain supporting documentation

  • provide timely monthly financial statements

  • tracking payments for 1099 reporting


Outsourced
accounting

Our outsourced accounting services are designed to meet the needs of your growing organization. Whether you need full service bookkeeping, a CFO, or something in between, we can help.  Services include: 

  • financial statement preparation and month-end closing assistance

  • improving efficiencies in your accounting department

  • budgeting and forecasting

  • analysis and documentation of internal control processes and procedures

  • strategic business planning

  • payroll management

  • board representation

  • virtual CFO

Let us know how we can help complete your accounting department!

 

 
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Monthly fee arrangements

 

Most accounting firms charge by the hour, and we do too when we have to, but we also understand that accounting fee visibility is paramount to your financial budgeting and forecasting.  Our monthly fixed-fee arrangements will help you streamline accounting costs and give you ongoing access to our services without the fear of an unexpected bill later. 

 
 

TAX ONLY

$65/mo

Automated deadline reminders

Automatic payments/invoicing

Early access to financial workshops

Prepare federal and state income tax returns

TAX PLUS

$105/mo

Automated deadline reminders

Automatic payments/invoicing

Early access to financial workshops

Prepare federal and state income tax returns

Unlimited phone/email support

Projections, planning & quarterly estimates

THE WORKS

$200/mo

Automated deadline reminders

Automatic payments/invoicing

Early access to financial workshops

Prepare federal and state income tax returns

Unlimited phone/email support

Projections, planning & quarterly estimates

Foreign asset reporting and compliance

Owner compensation planning

Respond to tax notices

Prepare sales and use tax returns

Prepare business license renewals

Statement of information filings

Prepare 1099's (up to 10 included)

 

* Prices listed are starting rates for services described. Not all clients are eligible for monthly service fees. Businesses/sole proprietors with gross receipts in excess of $500,000, additional fees apply.