Back to top

Services

At CPA Solutions, LLC we provide customized accounting solutions. Every business and individual has unique needs, and we pride ourselves on finding the right solution for you.

Whether you are a small business, non-profit, or individual, CPA Solutions, LLC has the knowledge, professionalism, and experience to assist you. Our goal is to bring you timely, useful, and efficient solutions that focus on your success.


Tax Planning & Preparation

CPA Solutions, LLC specializes in tax services for small businesses. Whether you are an individual, sole proprietor, limited liability company, partnership, or corporation, we can assist you with all of your tax needs.

Our tax services include:

  • Monitoring income tax situations throughout the year to minimize tax liabilities, maximize cash flow, and keep you on track to achieve your financial goals
  • Preparing detailed income tax projections
  • Creating tax strategies that take advantage of all tax opportunities in existing and recently altered tax laws
  • Preparation of federal and state income tax returns
  • Multi-state filings
  • Representation in IRS and state audits and inquiries

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. CPA Solutions, LLC's accounting services steer you closer to these goals with accurate record-keeping and timely reporting to base your decisions upon.

These services include but are not limited to:

  • Customized accounting system setup, support, and training
  • QuickBooks setup and training (see our QuickBooks services below)
  • Monthly or quarterly general ledger analysis
  • Bank and credit card reconciliations
  • Process bill payments
  • Process customer receipts and post deposits
  • Sales and use tax preparation
  • Compiled financial statement preparation
  • Bookkeeping (monthly, quarterly, or annual)
  • Cash flow budgeting and forecasting

QuickBooks Accounting Assistance

QuickBooks can provide useful and timely information in the form of financial statements, reports, and graphs. However, it can only provide this information if you purchase the right product for your needs and set it up properly to receive the full benefits of the software. CPA Solutions, LLC is a QuickBooks ProAdvisor which allows us to pass along our knowledge and discounts to you.

CPA Solutions, LLC offers the following solutions to help you not only use the software, but use it more efficiently and effectively.

  • Training
    • We train your staff at your office
    • Demonstrate daily transactions and tasks
    • Design a monthly accounting procedures checklist
    • Create customized reports to manage your business
  • Setup & Support
    • Assist new QuickBooks users with customized initial setup to meet your unique needs
    • Help existing QuickBooks users "clean up" your existing software and redesign it to allow you to generate and track the information most important to you
    • Assist you with operational tasks and support
  • Review
    • Monthly, quarterly, or annual review of your transactions, accounts, and reports by our experienced team
    • Ensures that you receive timely, relevant, and reliable financial information
    • Inform you of any corrections, adjustments, or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business
    • We will work with you to determine how often this review is necessary

Payroll Services

CPA Solutions, LLC's online payroll services can help you reduce the time spent on administration through developing and implementing an online payroll system. We can complete your entire payroll from start to finish. Or we can work together to complete the process, with you paying your employees and letting us process tax deposits and reports.

Benefits of our online payroll services include:

  • Customized setup
  • Hands on training and continued support
  • No more IRS penalties
  • Quick and efficient way to complete and file state and federal reports
  • Continuous record maintenance and availability
  • Print paychecks or direct deposit with detailed paystubs available
  • Online employee access to paystubs
  • Vacation and sick pay time calculated
  • Voluntary deductions such as insurance, retirement plans, and many others are supported
  • Email reminders for all payroll deadlines
  • Easy integration with QuickBooks

Please view the following demo for a quick look at our payroll system: https://www.managepayroll.com/demo

Entity Selection

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, CPA Solutions, LLC can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be kept informed of the most beneficial entity type for the functions your business performs.


Information Request for Services Listed Above