Scale CPA
At Scale CPA, we provide tax planning, tax compliance, bookkeeping, and CFO services to small businesses.
We pride ourselves on providing a service level that most traditional accounting firms simply do not. This includes providing a detailed, formal tax plan with over twenty strategies to slash your effective tax rate, and ongoing industry-specific KPI analysis and benchmarking for your business.
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What kind of accounting services do you provide?
At Scale CPA, we provide tax planning, tax compliance, bookkeeping, and CFO services to small businesses.
We pride ourselves on providing a service level that most traditional accounting firms simply do not. This includes providing a detailed, formal tax plan with over twenty strategies to slash your effective tax rate, and ongoing industry-specific KPI analysis and benchmarking for your business.
Most accountants just focus on checking boxes and putting numbers on forms. They are only compliance focused. At Scale CPA, our goal is to move beyond the compliance, and to ensure we are your strategic partner – providing key tax strategies to reduce your taxes, and offering detailed financial analysis to help you make better decisions for your business.
For any prospective clients that may be a good fit for our services, we are happy to offer a complimentary “gap analysis” prior to officially beginning an engagement. In this gap analysis, you can receive a tangible preview of what working with Scale CPA is like. We will review your historical financials and tax filings, and outline any gaps in the process and specific areas for tax savings. Often, in this exercise, we are able to identify significant tax saving opportunities or risk mitigation strategies.
Why is it so important for businesses to hire a great accountant?
Keep in mind that an accountant can and should be so much more than just preparing a tax return. A good accountant shouldn't just be checking boxes on a tax return, but rather should be strategizing, providing tax savings opportunities, and helping the business grow. While a strategy-focused accountant may cost a bit more than a traditional one, the tax savings alone should more than outweigh that cost differential and provide a significant ROI.
What do you love most about your job?
I love serving small business owners and helping them achieve their goals. By significantly saving them in taxes, providing clean bookkeeping, and offering financial advisory, I am able to help them save money, free up their time, and focus on what they do best - running their business.
What inspired you to start your own business?
Working with small business owners, and helping them reduce taxes and stay compliant.
Why should our clients choose you?
Most accountants are generalists who do a little of everything and work with every industry. This causes them to be a mile-wide, but an inch deep. At Scale CPA, we have specialized around three industry verticals – coffee shops, e-commerce, and technology companies – allowing us to deeply understand your business, pain points, and financial needs.
Along these lines, being focused allows us to provide expert advice and materials that most traditional accounting firms simply do not. This includes providing a detailed, formal tax plan with over twenty strategies to slash your effective tax rate, and ongoing industry-specific KPI analysis and benchmarking for your business.
Most accountants just focus on checking boxes and putting numbers on forms. They are only compliance focused. At Scale CPA, our goal is to move beyond the compliance, and to ensure we are your strategic partner – providing key tax strategies to reduce your taxes, and offering detailed financial analysis to help you make better decisions for your business.
Can you provide your services online or remotely? If so, please add details.
Yes, we work with clients throughout the country. We are able to make sure both parties are on the same page and stay in constant communication via recurring quarterly/monthly strategy sessions and by providing a detailed engagement workplan outlining all tasks and deliverables within the engagement.
Tax Planning, Tax Compliance, Bookkeeping, and CFO Services
