Find the best solution

We customize our service offerings to meet our clients’ needs and help them reach their goals.  We take a holistic view of the client’s operations by investigating, exploring, and actively listening to the client to determine what the client needs rather than what we want to provide.  Our focus is to take the client on a journey of discovery to find the words to describe their issues, challenges, and advice needed.

Advisory Services

Advisory Services

At some point during a company’s life cycle a requirement for services other than bookkeeping and income tax preparation might arise. Advisory CPA Group offers a broad range of consulting services to accommodate the individual or small business. We can assist our clients with:

 

  • Cash flow management
  • Key Business Indicator development and reporting
  • Budgets, forecasts, and pro formas
  • Strategic Business Planning
  • Compilations
  • Reviews
  • Audits

Compliance Services

Compliance Services

Over 14 years of experience in tax preparation has more than qualified Advisory CPA Group to assist you with all your tax and compliance needs. We urge our clients to engage and consult with us throughout the year to develop tax saving strategies and minimize tax liabilities. Our tax preparation and compliance services include:

 

  • 1040 – Individual
  • 1120 – Corporation
  • 1120S – S Corporation
  • 1065 – Partnership / LLC
  • 990 – Non-Profit Organization
  • All state income tax returns
  • Local sales & use tax reporting
  • Property tax returns
  • IRS representation

Accounting Services

Accounting Services

Our professionals have over 25 years of accounting experience in public and private industries with extensive focus on Generally Accepted Accounting Principles (GAAP). We believe timely and accurate financial statements help you understand the past and create a brighter future for your business. Whether you need a bookkeeper, accountant, controller, or CFO level service we are able to assist you without the overhead of hiring and training an employee. Let us focus on your business at the detailed transaction level so that you can focus on the business of selling your product or service.

 

Advisory CPA Group provides a wide range of accounting and bookkeeping services for your business that include, but are not limited to:

 

  • Small business accounting and bookkeeping
  • Bank reconciliations
  • Monthly / quarterly/ annual financial statement preparation
  • Payroll processing
  • Part-time CFO services
  • New business formation
  • QuickBooks installation and training
  • Internal controls assessment
Would you like to know more? Then get in touch now!Contact us