the Proactive CPA - Accounting

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Customized Accounting & Bookkeeping Services for Entrepreneurs

We create a holistic accounting system with integrated tools and professional advice all aligned with your growth goals.

"The level of personalized service and tailored solutions I have experienced throughout our partnership has exceeded all expectations and worth every penny." - Jon S.

Your Accounting System is the Core of Your Finanical Growth

We create a customized acccounting and bookkeeping tech stacks that when combined with our staff accounting teams, ensure that you are always aligned with your financial goals.

Bank Reconciliation

We reconcile bank and credit card statements with financial records to ensure accuracy and identify discrepancies.

Accounts Payable and Receivable

We systematize the management of invoices and payments to suppliers (accounts payable) and track money owed by customers (accounts receivable).

Payroll Processing

We handle all your payroll tasks, including calculating employee salaries, deductions, and issuing paychecks or direct deposits.

Financial Statements

Our team will prepare financial statements, including comprehensive income statements, cash flow statements, and balance sheets.

Compliance and Reporting

We ensure accurate record-keeping, timely filing of tax returns, and compliance with tax laws and regulations.

Compliance and Regulatory Reporting

Our accountants ensure that financial statements and reports comply with accounting standards and regulatory requirements.

Want your CPA to take a more proactive approach to your accounting and bookkeeping tasks?

Accounting Systems Are Not One-Size Fits All.

Our team will work with you to design a financial tech stack and accounting processes that streamline required reporting and compliance needs.

What Our Clients Say

"As a developer, navigating the complex tax code can often become overwhelming and time consuming. I was with my previous CPA for 20 plus years and never once did mention any tax planning or strategy unless I asked. As well, your team's education and guidance on utilizing the Cost Segregation Study resulted in significant annual tax savings."

Jim J.

Developer

Stay ahead of the curve with proactive tax strategies