Certified Pro Advisor

Make Appointment

Services

Services

At Certified Pro Advisors, we offer comprehensive accounting solutions tailored to small businesses. From bookkeeping and financial reporting to tax preparation and business analysis, our expert team ensures accuracy and efficiency. With our Autonomous Accounting model, you get full-time financial support at a fraction of the cost.

Autonomous Accounting

You didn’t start a business because of your accounting skills and interest. Focus on growth and leave the accounting to CPA!

autonomous-accounting

Autonomous Accounting

You didn’t start a business because of your accounting skills and interest. Focus on growth and leave the accounting to CPA!

automated-bookeeping-and-reporting

Automated Bookkeeping
& Reporting

Let CPA automate reporting and keep your books optimized so you can reliably measure business performance.

modernized-financial-operation

Modernized Financial Operations

With the use of the latest intuitive software and tech-skilled team your business is ready for the future. Document management, bill pay, invoicing, and payroll all on the go!

on-time-reporting

Reporting On-Time

Financial and other insightful performance reports delivered to your inbox each month, on-time!

Accounts Receivable & Invoicing

You didn’t start a business because of your accounting skills and interest. Focus on growth and leave the accounting to CPA!

digital-invoicing

Digital Invoicing

First, CPA will create custom invoicing templates to make a seamless, digital process all while communicating your brand to the customer. Invoicing can be done based on a predetermined schedule (monthly, quarterly, etc.), based on a set quote or estimate, or progress invoicing based on a contract. Turn to CPA for a smoother customer invoicing experience.

receivables

Managing Receivables & Collections

Cashflow is important to all businesses and it begins with managing receivables and collections. Through our digital invoicing process, we are able to track and followup on aged invoices. CPA will integrate preferred payment channels and match payments to invoices upon receipt.

Accounts Payable & Bill Pay

Processing payables, managing who and what is owed, and sending payment can be a very time consuming and energy draining process. Take back that time and energy by utilizing CPA!
organized collection process

Organized Collections Process

Say goodbye to old filing cabinets and manila folders! CPA will digitize and simplify your document workflow through secure, cloud software. Imagine source documents organized in vendor folders available online and on the go, when you need them!
collection process

Simplified Bill Pay

CPA will automate reoccurring vendor bills/expenses and route others for digital approval. Once approved and due, payment is sent via check, ACH, or credit card (VAN) based vendor preference. Simple!

Payroll & HR Solutions

Payroll and HR management can be a huge burden and liability as an employer. Effortlessly administer benefits and manage employees with CPA!
full service

Full-Service Payroll & Time Tracking

Tired of tedious payroll processing, filing and remitting payroll taxes, tracking employees hours and time-off, preparing W2s and 1099s, and everything else that comes with it? Let CPA take this off your plate and introduce a painless, digital system.
paperless

Paperless HR Management

Keeping up with the latest HR laws and regulations on top of new hires and managing benefits can quickly become too much to handle. Turn this over to CPA and benefit from:

Paperless employee onboarding

Digital personnel files
Online portal for pay stub and W2

PTO Tracking

Benefits Management (401k, Insurance, etc.)

Reliable Tax & Compliance

Federal, State, and Local Tax and Regulation gets more complicated by the day. Stay in compliance and avoid missed deadline with CPA!
stress-free

Stress-Free Compliance

Do you have all the appropriate business licenses to continue operating? How about knowing when each license renews? Let CPA keep you operating and in compliance!
income-tax

Income Tax

Filing your income tax return doesn’t have to be a last minute, disorganized process. CPA uses secure file upload, digital signatures, and best-in-class software to streamline this process and maximize tax savings!
state-and-local

State and Local Taxes

Municipalities are constantly changing the tax law to generate additional tax revenue. It can be tough to stay on top of these changes. With CPA, stay in compliance with sales tax, property tax, business personal property tax, and more!

Our Partners

Dext-Partner-logo
Gusto-People-Advisor_Certified-Badge
Bill-Cert
shopify-partners
Quickbooks