Virtual Small Business CPA Services

Running a small business means wearing many hats. From CEO, marketer, customer service rep, product expert, and sometimes even janitor, you pivot to fit the needs of your business. With so much on your plate, managing your own books and navigating tax law shouldn’t be one more thing to juggle. That’s where a dedicated virtual CPA comes into play. Today, powerful partnerships don’t need to be built face-to-face to be effective. Whether you're across the city or the state, working with an experienced virtual small business CPA means you get expert guidance, responsive support, and the flexibility to connect on your schedule. From strategic tax planning to accurate bookkeeping and sound financial advice, it’s more than a service; it’s a trusted relationship built to grow with your business, wherever you are.

Why Virtual CPA Services Make Sense

As a small business owner, your time is one of your most valuable resources, and working with a virtual CPA helps you protect it. No more commuting to an office or shifting your schedule around just to make a meeting. With today’s secure digital tools, we can share documents, review reports, and have productive conversations all from the comfort of your home, your shop, or even your vehicle. Whether you’re down the road or across the state, our online CPA services mean that you get the same level of personalized attention and expert guidance as you would if we were face-to-face. Our virtual CPA services offer the flexibility, responsiveness, and ease that small business owners need, without sacrificing the trust and relationship that matter most.

Small Business CPA Expertise

Small businesses operate differently, and your accountant should too. We specialize in working with small business owners who are juggling it all. From managing operations, keeping customers happy, and trying to make sense of the numbers at the end of the day, we understand all the hats you have to wear, but being your own accountant shouldn’t have to be one. With firsthand experience supporting entrepreneurs across industries like real estate, retail, trades, creative services, and consulting, we understand the real world challenges you face. From navigating quarterly taxes and maximizing deductions to managing cash flow and making smart financial decisions, we offer practical guidance that fits your size, your goals, and your budget. With our virtual accounting services, you're not just getting help with the books. You're gaining a strategic accounting partner who is invested in your long-term success.

Our Virtual Accounting Services

Our virtual accounting services are designed on a subscription basis. This ongoing partnership allows us to get to know the ins and outs of your business in a way that helps us understand both the small details as well as the bigger picture. Our small business CPA services are designed the same for both our virtual clients and our in-person ones, but here’s a sneak-peak on the breakdown:

  • Accounting - We handle your accounting so that you can focus on running your business 

    • Bookkeeping or Bookkeeping Review

    • Reconciliations

    • Payroll

    • Financial Statement

  • Tax - Because we already handle your accounting, we can efficiently prepare your taxes

    • Business Tax Return (Federal and State)

    • Mid-Year and Year-End tax projections

    • Annual Tax Planning Meeting

    • Sales Tax Compliance

    • Quarterly Estimated Tax Management

  • Advisory - Available to only our subscription-based clients, we offer advisory and add-on services covering

    • App Integration

    • Bill Pay

    • Budgeting and Forecasting

    • Gain Loss Analysis

    • Nexus Studies

    • Retirement Plan Coordination

Getting Virtual Accounting Services Started

If you're ready to take accounting off your plate and work with a small business CPA who truly understands small business, let’s connect. We begin with a virtual discovery meeting (cameras on!) to learn more about your business, your goals, and how we can best support you. From there, you’ll sign up for our subscription services and move into a smooth virtual onboarding process. All meetings, now and in the future, are held online, including tax planning sessions where we screen-share strategies in real time. It’s efficient, secure, and designed to fit your schedule. Let’s build something great together, starting wherever you are.