CPA – Strategic Plan
Financial Clarity to Drive Growth
As your business grows, your financial needs go beyond simple compliance. The CPA – Strategic package is designed for companies that need deeper insights, stronger tax planning, and consistent financial reviews to guide smarter decisions. With this plan, you’ll have reliable books and proactive strategies that support sustainable growth.
What’s Included in the CPA – Strategic Plan
Accurate, Timely Bookkeeping
• Bi-weekly transaction categorization
• Bi-weekly accounts payable and receivable management
• Expense tracking and account reconciliation
• Year-end closing support and 1099 filing
Comprehensive Tax Compliance
• Business and owner tax return preparation
• Tax credit reviews
• Asset tracking and depreciation reporting
Advisory & Guidance
• Semi-annual tax strategy meetings
• Semi-annual federal tax estimates with vouchers
• Annual business entity analysis
• Annual payroll review
Clear Financial Reporting
• Custom financial statements delivered by the 15th of each month
• Reporting that provides a timely, accurate picture of your business
Support You Can Trust
• Semi-annual owner strategy meeting
• Semi-annual financial statement review
• 3-business-day response time for email/phone support
• Secure online document storage with 7-year retention
• IRS notice & audit support (5 hours per year included)
Who It’s For
The CPA – Strategic package is best for businesses with $200K – $1M in annual revenue that need more than basic bookkeeping. If you're looking for proactive tax strategies, regular financial health insights, and a trusted partner to help you make better decisions, this plan is designed for you.
Who May Not Be the Right Fit
We may not be the best solution if you:
• Only need year-end tax prep without ongoing bookkeeping
• Require on-site bookkeeping or administrative work
• Need a highly detailed job costing better suited for an in-house accountant
• Operate at under $200K in revenue (our Startup package may be a better fit until you grow into this level)
Why It Matters
As businesses grow, financial challenges become more complex. Tax planning, cash flow management, and accurate reporting are critical to staying profitable. The CPA – Strategic plan ensures you’re not just staying compliant—you’re gaining the clarity, guidance, and momentum you need to keep scaling with confidence.
Ready to Strengthen Your Business?
The right accounting partner does more than balance the books—it frees up your time, reduces financial stress, and gives you the insights to grow profitably.
At Custom Accounting Solutions, we keep things simple and transparent. No hidden costs, no unexpected invoices—just clear value and dependable support. If you’re ready to explore how we can help your business thrive, let’s connect.
Not quite ready to meet? That’s okay. Take a look at our guide: Is Custom Accounting Solutions the Right Fit for You?