Complete Financial Services for US Businesses
From day-to-day bookkeeping to Fractional CFO leadership, CPAS delivers the accounting and financial expertise your business needs to grow with confidence.
Bookkeeping
Our professional bookkeeping services keep your financial records clean, organized, and always current. We reconcile accounts, categorize transactions, and deliver monthly reports so you can make informed decisions without the headache of managing the books yourself.
Who It's For
What's Included
- Monthly reconciliation and reporting
- Real-time financial visibility
- Reduced errors and audit risk
- Cloud-based access to your books anytime
- Seamless integration with QuickBooks & Xero
- Dedicated bookkeeper for your account
Tax Preparation & Filing
Federal and state tax returns for individuals and businesses, provided by a U.S.-licensed Certified Public Accountant. We identify eligible deductions and credits based on your specific facts and applicable law, stay current with IRS developments, and take a proactive tax-planning approach to help reduce unexpected issues during filing season.
Who It's For
What's Included
- Federal and state tax filing
- Identification of eligible deductions and credits
- Year-round tax planning
- IRS correspondence support
- Prior year return review
- E-filing for faster processing
Payroll Services
Managing payroll is time-consuming and detail-driven, and errors can lead to compliance issues. Our full-service payroll solution supports businesses with wage calculations, payroll tax filings, and year-end reporting, including W-2s and 1099s.
Who It's For
What's Included
- Direct deposit for employees
- Payroll tax filing and deposits
- W-2 and 1099 preparation
- New hire reporting
- Workers' comp audit support
- Multi-state payroll capability
Financial Reporting
We prepare GAAP-compliant financial statements including income statements, balance sheets, and cash flow statements. Our reporting packages give you the financial clarity you need to support financing, satisfy investors, and make smart strategic decisions.
Who It's For
What's Included
- Monthly, quarterly, and annual statements
- GAAP-compliant reporting
- KPI dashboards and trend analysis
- Bank and investor-ready packages
- Cash flow forecasting
- Budget vs. actual analysis
Business Advisory
Beyond the numbers, we act as your trusted financial advisor. We help you analyze profitability, evaluate business decisions, structure transactions, and build the financial infrastructure to support sustainable growth.
Who It's For
What's Included
- Profit improvement strategies
- Business structuring advice
- M&A due diligence support
- Cash flow optimization
- Growth forecasting and modeling
- Exit planning guidance
Fractional CFO Services
A Fractional CFO provides experienced financial leadership on a flexible basis. CPAS delivers CPA-led fractional CFO advisory services to help businesses develop financial strategy, strengthen financial reporting, and navigate critical growth stages. We partner with management to support financial planning, assist with investor and fundraising discussions, and provide CFO-level insight to inform key financial decisions without the cost or commitment of a full-time executive.
Who It's For
What's Included
- Strategic financial planning
- Fundraising and investor support
- Financial modeling and forecasting
- Board and lender presentations
- Team building and mentorship
- Flexible engagement — part-time or project-based
QuickBooks & Xero Setup
A poorly configured accounting system creates problems that compound over time. We set up, clean up, or migrate your QuickBooks or Xero account to match your business structure, chart of accounts, and reporting needs — then train your team to use it effectively.
Who It's For
What's Included
- Full setup or cleanup of existing file
- Custom chart of accounts
- App integrations (Shopify, Stripe, etc.)
- Team training and SOPs
- QuickBooks ProAdvisor certified
- Ongoing support available
Ready to Take Control of Your Finances?
Book your free 30-minute consultation and discover exactly how CPAS can reduce your tax burden, clean up your books, and give you financial clarity.
No setup fees. Cancel anytime. Satisfaction guaranteed.