Entrepreneurs CPA Firm



Tax Planning and Preparation

For business owners, the concern secondary to profitability is likely the cost of taxes. Taxes can be burdensome; from writing checks, to time for compliance, few entrepreneurs look forward to tax filing. Working with our firm, we set expectations, plan for tax advantaged investments and business development, while protecting your business wealth. We'd like to think we make taxes easy, but that is our opinion. We'd be happy to exhibit for your business why we think it's easy.
Our approach as a CPA firm is developing plans to help our clients protect wealth, with a thorough understanding of the tax laws, and implementing on those tax plans. Whether you're a business start-up, or a next generation entrepreneur, we have the tax expertise to help our entrepreneurial clients achieve their goals of accurate tax filings with professional advice.
Our CPA tax consulting expertise includes the following services:

  • Business tax planning and preparation
  • Individual tax planning and preparation
  • State tax planning
  • Transactional tax planning
  • Tax optimization
    • Cost Segregation Studies assistance
    • Research and Development Credit assistance

Chief Financial Officer for Entrepreneurs

An entrepreneur takes on several roles within his company from decision maker, production and operations manager, treasurer, to operating financial officer. Offering consulting and trusted advisory accounting services, we can act as your chief financial officer so you can focus on running your operations successfully. Our CFO services assist entrepreneurs to not only improve profitability and sleep well from the financial assurance that financial risks are well managed, but add value from CPA oversight.

Compiled and Reviewed Financial Statement Assurance

Financing statement compliance for board of directors, financing, vendor terms, customer orders, or management decisions are important business tools. Whether monthly, quarterly or annual, we have the talent to prepare compiled and reviewed financial statements for our clients. These financial assurance services are becoming increasingly relevant to business decisions. As a CPA firm we can prepare these statements. For management or lenders, we provide accurate, concise, and timely statements; our clients have the right financial tool when required with our financial assurance services.

Accounting and Bookkeeping/QuickBooks

From full-service bookkeeping to specific accounting and bookkeeping tasks, our firm adds value to the bookkeeping process with CPA expertise and accounting oversight, to keep your businesses financial processes easy for our clients. We invest the time to make sure your balance sheet is accurate (the keystone of accurate accounting) and that your accounting process is more than customer and vendor entries for a profit and loss statement.
Our clients receive attention, and have access to CPA accounting expertise that provides assurance that your bookkeeping is accurate, timely, and provides useful information for financial decision making.
From monthly depreciation postings, to loan reconciliations, or inventory adjustments, our accounting and bookkeeping systems, are designed to ensure that our clients financial information is precise and easily manageable for our clients.

Periodic Data Review and Bookkeeping Oversight Services

Businesses that perform their bookkeeping and accounting tasks in house benefit from periodic reviews and data evaluations. We have an extensive process we use to validate that the information entered into QuickBooks is classified correctly and QuickBooks features are being correctly utilized. The oversight provided by these reviews allows you to have confidence that the reports generated from QuickBooks are accurate and management decisions can be based on this data. It also provides the added benefit that your data is ready for tax filing at year end.

Assisted Bookkeeping

You perform the bookkeeping tasks that you choose, and we take care of the rest. In a typical scenario, a business may perform invoicing tasks and record deposits, and forward the rest of their documents to us. We enter bills and prepare checks or electronic payments, reconcile accounts such as bank account and credit card accounts, and provide month end management reports. Using the latest technology, we can provide a setup where we share access to your accounting system and can provide this service to you without having to travel to your office. Shared access also gives you real time access to your accounting data. We also have the capability to scan and electronically file all paper documents for you.

Month End Services

We can "close your books" each month by reconciling your accounts, evaluating your data, and providing you with meaningful financial and management reports. We can also work with you to establish budgets and help you track your progress based on budget and prior year comparisons.

Full Service Bookkeeping

Let us function as your accounting department or bookkeeper. You provide us with your bills, receipts, invoices, deposits, etc. in paper or electronic form and we perform all accounting functions for you. This service provides you with timely management reports an accurate data ready for tax preparation.

General Bookkeeping Support

As-needed support is available for business bookkeepers that have occasional QuickBooks or accounting questions.


Our firm's payroll processing systems provide accurate and timely processing of your employees' pay. We have the systems to file out-of-state wages for employees, and manage foreign jurisdiction taxes. From direct deposit on checks, to 401k or SIMPLE contributions, to payroll tax filings, our payroll services make the payroll process easier for our clients.

Business Valuations

If you own a business, want to protect your wealth, or want to determine how much your enterprise is worth, you will need professional business valuation services. From planning a business sale or purchase, to estate and gift tax planning, or succession plans, a profession valuation is advised.
Our business valuations are prepared according the NACVA Standards, giving you the confidence that the valuation report provides accurate documentation of the appraisal value. While we do not provide valuation reports for litigation purposes, the following are purposes for report appraisals we provide:

  • Planning for a business sale or acquisition
  • Obtaining financing from a lender for the purchase of a business
  • Estate and gift tax planning
  • Creating a succession plan
  • Cashing out a business for retirement
  • Shareholder / Corporate planning
  • Financial reporting - tax and financial planning

Start-Up Business Planning

As an entrepreneurial CPA firm, we provide consulting services for start-up business. If you need answers about the process of due diligence, business plan review, financial projections, accounting and peripheral services, we can answer your questions.