Accounting, Tax, and Advisory Services
Support for the Business You're Building
Integrity Accounting CPA provides CPA-led accounting, tax, compliance, advisory, and business readiness services designed to support the vision you have for your business.
Our services are organized by category so you can clearly see how our firm can serve you. Some business owners need one specific service. Others need project-based support or an ongoing CPA-led relationship.
For clients who desire more connected guidance, our Transformation Path helps us understand where your business stands, what may need attention, and how our services may best support your next step.
Our Proactive Client Experience
Proactive guidance is not an add-on at Integrity Accounting CPA. It is part of the way we serve.
We are intentional about looking beyond the task in front of us so business owners are not left wondering what risks may deserve attention, what deductions or tax strategies may apply, or what the numbers may be revealing about the health and direction of the business.
As part of the proactive experience, all engaged clients receive the following:
Vision & Business Risk Review
Every engaged client can receive a high-level review, based on the information available and services provided. This review considers the vision you have for your business alongside the financial, tax, compliance, recordkeeping, business-readiness, and industry-specific information.
Custom Tax Deduction List
Every engaged tax client receives a custom list of potential tax deductions based on their specific business type and industry, so they are not left waiting until tax time to discover what deductions they may have missed.
Proactive Tax Strategy Assessment
You should not have to wonder whether tax strategies are being overlooked or wait until tax time to ask what could have been planned earlier.
Engaged tax clients receive a proactive review to identify potential strategies and planning opportunities that may apply to their business.
Financial Statement Analysis
Every engaged accounting and bookkeeping client receives monthly or quarterly analysis with their financial statements to help them understand where the business stands, what the numbers may be showing, and how the business is progressing in relation to the goals and vision they have shared.
Service Categories:
Accounting & Bookkeeping Services
Services include:
- Bookkeeping Cleanup & Catch-up
- Ongoing Bookkeeping & Accounting support
- Monthly or Quarterly Financial Reports & Analysis
- QuickBooks Setup
- 1099 Preparation and Filing
- Payroll Support
Tax Preparation & Tax Strategy Services
Services include:
- Business & Individual Tax Return Preparation
- Quarterly Estimated Tax Planning
- Tax Filing Catch-Up
- Proactive Tax Strategy
- Advanced Tax Planning
- Entity Structure Review
- S-Corp Reasonable Salary Review
- Accountable Plan Review/Setup
- Custom Tax Deduction List
Cash Flow, Budget & Business Analysis Services
Services include:
- Cash Flow Understanding
- Cash Flow Forecasting
- Budget Planning
- Financial Report Review & Analysis
- Business Performance Analysis
- Financial Foundation Review
Business Credit & Growth Readiness Services
Services include:
- Business Credit Building
- Funding Preparation
- Strong Financials Review
- Growth Readiness Support
Project-Based Services
Services include:
- Tax Strategy Review
- Financial Foundation Review
- Business Credit Readiness Review
- Funding Preparation Review
- Bookkeeping Cleanup Project
- Tax Filing Catch-Up Project
- Startup Foundation Review