Virtual CPA 360

In just the first few months at my new job in 2018, I saved the firm over $210,000 in money that would have otherwise been lost due to poor processes and simply too much volume for the business owner to handle alone. I was just doing what a good accountant does, but I think it's safe to say that he was happy to pay my salary (which was less than half of what was saved)! Think this would never happen to you? Think again! Just because you don't see it doesn't mean it's not happening.

This is a perfect example of why you NEED to have a competent accountant on your team as well as an experienced CPA. I promise you that your investment in a QUALITY CPA will more than pay for itself, whether in a crazy way like the story I just told you or simply by making good tax planning decisions over the long-haul.

We live in a fast-paced world with ever-changing tax and accounting rules. Don't lose out on building financial wealth because you drank the TurboTax or H&R Block Cool-Aide. Get a good accountant and CPA!

My job allows us to use my passion to help others. Every client and every transaction presents a new opportunity to help, learn, and provide value to everyone I work with.

I also enjoy challenges and teaching other, both of which my job allows me to do...while I get paid! :)

I'm an ambitious goal setter and was born with entrepreneurial genes. My Dad has been an entrepreneur for 35 years! After working at Deloitte (the largest CPA Firm in the world) for years, I began to realize that there was a gap in the market for small business and individual accounting services.

I never understood why more firms didn't provide full-service accounting services to their clients (i.e. do your bookkeeping/accounting AND taxes), so I decided to create it myself. Small business owners and working individuals don't have time to waste on classifying expenses, reviewing a bookkeepers financial statements or combing through their spending for the month...and then coordinating with an independent CPA to have their taxes done...

So we decided to solve that issue by bringing the full package of CPAs AND accountants/bookkeepers to businesses and individuals across the United States. Our team collaborates daily in order to keep track of any accounting developments that might affect the tax side of your business or personal finances, as well as completes all reporting and tax returns under the same roof!

It just makes so much more sense that way!!!

You can think of accountants and tax experts kind of like your doctor. You go once per year typically, but it's crucial to keep up and listen to them! But, let's say you needed surgery...would you want a General Practitioner to perform surgery on you?...Probably not, so why would you want a general accountant?!

Our TEAM is made up of experts in various fields of accounting and tax so you always get an expert instead of a generalist. We have an incredible TEAM of individuals that compliment each other extremely well, so we can tap into varying areas of expertise to best serve our clients. For instance, we have one individual that has over ten years experience in individual tax and accounting, but then another that has tenured experience in partnership accounting and taxation, and yet another that has 10+ years experience in Real Estate taxation and accounting.

We tap into our collective knowledge for each and every client at an incredibly low cost, because of our virtual operations. No overhead means more money to spend on smart people to do the work for you, without you having to pay more!