What services does your firm provide?
Our firm provides a comprehensive range of services, including tax planning and preparation, audit and assurance, bookkeeping, financial consulting, business budgeting & forecasting, CFO consulting, and assistance with regulatory compliance.
How can your firm help small businesses?
We specialize in supporting small businesses by offering tailored accounting solutions, guiding them through financial challenges, and providing strategic advice for sustainable growth.
What sets your CPA firm apart from others?
Our firm distinguishes itself through a client-centric approach, a commitment to quality, and a modern perspective on accounting. We prioritize building lasting relationships and delivering innovative solutions.
How do you ensure data security and confidentiality?
We implement robust security measures, including encrypted communication channels and secure file storage. Our team undergoes regular training to uphold the highest standards of client data confidentiality.
Do you work with clients remotely?
Yes, our firm embraces a modern approach that allows us to efficiently serve clients remotely. We leverage secure communication channels and cloud-based solutions to facilitate seamless collaboration.
How can your firm assist veterans or veteran-owned businesses?
We are committed to supporting veterans and their businesses. Our services include specialized financial guidance, assistance with government contracts, and navigating tax incentives available to veteran entrepreneurs.
How do you determine the fees for your services?
Our fee structure is transparent and based on the scope and complexity of the services required. We discuss fees with clients upfront, ensuring clarity and avoiding any surprises in billing.
What is Business and CFO consulting?
Business & CFO Consulting is a service that helps to identify, address, and overcome obstacles to meeting your company’s goals. This service can help you navigate many financial challenges of running a business, such as developing and maintaining a budget, networking with investors, and raising funds. Business & CFO consultants also bring in-depth industry knowledge to this process, which helps you to understand how to best position your company among others for financial success.
Almost any organization can benefit from a business & CFO consultant, from startups to established companies looking for a fresh perspective on their financial situation. If your company is facing a particular challenge, this consulting service may help you find a solution you hadn’t considered.
Do you serve spanish speaking client?
Yes, absolutely. We are proud to offer services to Spanish-speaking clients. Moises is fluent in both Spanish and English and can assist you in your preferred language to ensure clear communication and a smooth experience with our firm.
