FULL-SERVICE ACCOUNTING FIRM SPECIALIZING IN BOOKKEEPING, TAX PLANNING & FRACTIONAL CFO SERVICES
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Just like you, our clients have a choice in who they partner with to help with their accounting, bookkeeping and tax needs. These are the top 7 reasons why we have all 5-star reviews and why our clients stay with us for years.
Why hire multiple firms, work with different people with different agendas and pay multiple bills? You shouldn’t feel forced to have a separate CPA firm, a different bookkeeper and then a financial planner. Beyond Profit and Wealth Consulting performs ALL of these important roles under one roof. Therefore, if your goals expand, we can too.
There are no shortage of CPAs, bookkeepers and accountants. However, most are either at one extreme or another. Either they’re too small, typically a one-person firm that mainly does bookkeeping. They may not be able to handle ALL of your financial, tax planning, cash flow and accounting needs. At the other end are the national and global accounting agencies worth billions. Not only will you pay a king’s ransom to hire them, you’re nothing more than a number to them.
Beyond Profit and Wealth Consulting is just the right size to help small businesses today. We are a reasonably-priced full-service accounting firm that personally services our clients’ needs.
Did you know that only about 15% of CPAs also carry a Certified Financial Planning license? Wanting to offer more than your typical accounting and bookkeeping, we earned our license. The reason? Because your goal shouldn’t be to work in your business for 10 to 15 years to just walk away with little value. Rather, our goal is to help you to build your legacy. We accomplish this through short-term, mid-term and long-term financial planning.
Yes, we are CPAs and Certified Financial Planners. But, more than accountants, we are business people FIRST. Therefore, we partner with you to help grow your business. That means, we don’t simply work with numbers. We work with PEOPLE. You. Therefore, we give you the ideas, strategies and action items you should take to GROW your business, pay LESS taxes and INCREASE your profit.
While corporate accounting firms may simply see you as a number and billable hours, we see YOU. We actively meet with our clients regularly (in person or on zoom), so we better understand their businesses, their needs and their concerns. More important, we know them, their family, their hobbies and their kids. In other words, WE CARE.
While we do connect face-to-face with our clients to preserve that relationship, it’s just as important to take advantage of the speed, accuracy and efficiencies that today’s technologies offer. That’s why we use cutting edge technologies to help automate bookkeeping and accounting processes.
Proud of our woman-owned business, we provide a wealth of benefits to today’s society. From promoting diversity and empowerment to fueling economic growth, our team consists of brilliant women who have a strong grasp of business markets.
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