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F&M CPA, LLC logo
F

F&M CPA, LLC

Westerville, OH, Franklin

(4)
1 hire on Bark
‘19 Certificate of Excellence, 2019
F&M CPA, LLC logo
F

F&M CPA, LLC

Westerville, OH, Franklin

(4)
1 hire on Bark
‘19 Certificate of Excellence, 2019

About

We are a Westerville-OH based CPA firm providing accounting/bookkeeping, tax and business consulting services to individuals and small businesses. We hold the following licenses/certifications:
- Certified Public Accountant
- Certified Management Accountant

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Reviews (4)

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M

Michael L.

23 June 2019

Mat is a stand-up guy. I have a small e-commerece business and I was in need of help with my taxes. I reached out to him and he helped me walk through QuickBooks online how to create rules and helped me to keep my time spent on keeping the books to a minimum. He did our taxes as well and was able to get up the money we should have gotten back.  I highly recommend F&M CPA for all your needs. More...

K

Kelly A.

21 April 2019

Mat is very knowledgeable, patient, kind, reliable and flexible.  I felt quite comfortable with him managing my tax return.  I highly recommend F&M!

G

Gary Wilson

25 July 2018

Highly recommended. If you are in need of a CPA be sure to give them a call.

J

Jaylynn Malabuyoc-Francisco

25 July 2018

They handled the onboarding very well - I know what financial documents to submit and most importantly, what they are for and how they impact our business. To date, they have been very instrumental to our operations, especially in terms of legal and financial compliance here in the US. Definitely giving our full recommendation! More...

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Q&A

We provide the following accounting services:
- financial accounting/bookkeeping services to small businesses. We use QuickBooks or Xero software.
- tax preparation and filing services for individuals, S-Corp, C-Corp, LLCs, partnerships and other small businesses
- business consulting services such as cost accounting, management accounting, personal financial statements, internal control assessment, documentation and recommendations, forecasting and financial projections, cash flow analysis, etc
- part-time CFO services

Your accounting and/or tax records are not just numbers and a plain bookkeeper/tax preparer will not do the job. A great accountant whom you can work with, who is attentive and listens to your needs is important as he/they will partner with you to identify the goals and objectives you have for your yourself, family, or business and work with you to achieve those goals.

The demand for continuous learning, such as new tax laws, accounting standards and reporting requirements, as well as the opportunity to meet and work with people from different walks of life are what I love most about my job.

My spouse and I have a combined 25 years of experience in accounting, audit and tax services. Starting our own CPA-practice has always been one of our goals as we have always thought about working personally with our own clients and growing with them.

We are dedicated to meeting our mission with high standards of excellence and professionalism. Our firm slogan is "Personalized Attention. Professional Solution". As each client's situation differs from the others, our services are also personalized based on each surrounding circumstances. Not only you will be assured that an accurate, complete and timely reports are prepared by an experienced CPA, having my CPA-spouse providing another set of eyes ensures quality of the work we produce. We also ensure that our fees are reasonable and that we are responsive to your needs!

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Services

We provide financial accounting/bookkeeping services for small businesses (and medium-size too!). We utilize both QuickBooks online and Xero, depending on which one each specific client prefers.

We provide tax preparation and filing services for individuals, S-Corp, C-Corp, LLCs, partnerships and other small businesses. We also provide IRS audit support and tax consulting/tax planning.

Our services include: - cost accounting and management accounting - personal financial statements - forecasting and financial projections - cash flow analysis - internal control assessment, documentation and recommendations - variance analysis, etc