We are friendly, trustworthy, and proactive advisors that partner with family owned businesses to ease their stress with their accounting, taxes, business value and lending strength.
Developing close relationships with clients.
Easing the stress/burden for owners to get their accounting done quickly and accurately.
Helping owners understand how their decision to grow their business impact their financials, cash flow and lending strenght.
I'm very happy with CPA Insights. Matt stays on top of the monthly obligations and is very knowledgeable and proactive with everything that has to do with taxes and the changing laws.
We have a 3 step process for engaging with a new client.
First, there is a 15 minute LevelUp call to see if we would be a good fit for one another.
Second, we have a 1 hour discovery call to understand your current business needs and accounting processes.
Third, we have a 1 hour options call to present 3 pricing options..
Once 1 option is selected we do an onboarding to get connected to your current software(s) and help you transition to new software(s) we are recommending and provide a demo.
We then implement the new accounting process solutions and get to work on improving the accuracy and speed of your financial reporting.
I am a CPA (certified public accountant).
I have over 15 years experience in public accounting, with a unique background in Tax, CFO Services, and Business Valuations that allows me to have a 360 degree approach to working with our clients.
My other business partner has over 30 years of banking experience and helps our clients navigate lending agreements, property acquisitions and much more.
We are a subscription based firm that offers 3 pricing options: Essentials, Advanced, and CFO.
Essentials is our basic offerring that is ideal for start-ups that want basic reporting and are looking for help to improve their accounting and taxes.
Growth is our most popular offerring that caters to growing businesses. This option has more frequent (quarterly) meetings and growth services.
CFO is our most robust offerring designed for businesses with complex needs whom need a virtual CFO. This option provides more frequent business/tax planning meetings and additional growth services.
I founded this business because the big firms I worked out were slow to adapt technology, always surprised their clients with outrageous bills, and really did nothing to improve the quality and speed of their accounting.
I have worked with clients accross many industries, including: Construction, Real Estate, Distribution/Manufacturing, Professional Services and Breweries.
I helped a retail startup move from a desktop software that slowed down their accounting and business processes to a 100% cloud based environment that within 2 months gives them a transparent image of their business performance and cash flow and is now allowing for the creation of accurate business forecasts to obtain grants and other funding.
Don't hire people with a narrow focus. Most accountants will hurt your financial and lending strenght and impede your ability to grow because they will employ the best tax deduction. Taxes are important, but not if it delays your growth plans by 6-12 months.
Ask what softwares they use to automate accounting processes.
Ask what they know about the R&D tax credit.
Ask what they know about upcoming tax law changes.