Let Us Handle Your
Accounting and Taxes
We Take the Stress Out of Finances, So You Can Focus on Your Passion!
CPA MOMS® is the #1 Accounting Resource for Real Estate Investors Nationwide!
Are you a real estate professional seeking high-quality accounting, bookkeeping, and tax advisory services? We are CPAs who are part of a national franchise network of carefully selected and screened professional CPAs who are ready to work virtually to provide you with the highest value accounting and tax services in the real estate industry today. As a licensed professional, you understand that not all real estate professionals are the same and you get what you pay for. The same is true in the accounting/tax industry. You deserve the most qualified, licensed CPAs to manage your financial and tax needs.
WHAT DO I DO IF MY TENANTS DON'T PAY
I HAVEN’T FILED MY TAXES IN A FEW YEARS
I NEED RELIABLE FINANCIALS FOR INVESTORS OR LENDERS
I DON'T KNOW WHICH LEGAL STRUCTURE IS RIGHT FOR ME
I DON’T GET ACCURATE OR TIMELY FINANCIALS
I NEED TO MANAGE CASHFLOW FOR LONGER DEAL FLOW
Financial Peace of Mind
Take the Guess Work Out of Finding the Right Professional
Free Consultation
Complete the form to book your FREE 30-min phone consultation with a CPA:
Our Services
Whether you are just getting started and want your business to be set up properly by an accounting professional, your business is in the early stages and cashflow is tight, or you are a fast-growing venture that needs financial systems to help grow exponentially, CPA MOMS® professionals are equipped to serve business owners at all stages.
ACCOUNTING
We provide a full range of bookkeeping, accounting and CFO services to help ensure your business is compliant with both Federal and State tax laws and regulations. Accounting mistakes can lead to audits or tax disputes that could be costly in the end.
TAX
Tax planning is a proactive approach to tax liability by making the most advantageous decisions and shifts throughout the year that can help lead to significant tax savings all while ensuring tax compliance when preparing and filing the tax
return.
ADVISORY
Advisory services consist of CFO services to help increase profitability, financial clarity, and wealth creation, while advanced tax planning offers customized strategy and year-round support with regular communication that can help you save even more money.
Outgrown Your Bookkeeper?
Upgrade to a CPA who can keep pace with your growing business needs.
Behind on Taxes?
If you haven't filed in a few years, our CPAs can help get you back on track.
Unexpected Tax Bill?
We'll help you understand and plan better for future tax obligations.
Uncertain About Your Finances?
Gain clarity on where your money is going with detailed financial insights.
Inaccurate or Delayed Financials?
Receive precise and timely financial reports for better decision-making.
Need a CPA's Expertise?
Have a professional review your financials to ensure accuracy and compliance.
You can choose to engage our CPAs to perform any of the following types of services:
Full Charge Bookkeeping & Payroll Management
Ensure accuracy in your financial records and payroll, handled with precision.
Accounting/Controller & Financial Reporting
Receive detailed financial reports and expert controller services for insightful business decision-making.
QuickBooks Training & Bookkeeper Oversight
Equip yourself with the skills to manage your finances with our comprehensive QuickBooks setup and training.
Tax Planning & Preparation
Navigate the complexities of tax season with our expert tax planning and preparation services.
Cashflow Management
Know where your money is going, and optimize your cashflow with our professional CPA services.
Planning, Projections, and KPIs
Benefit from data-driven, strategic planning designed to help you grow your business and become more profitable.
How It Works
Our way…designed by an entrepreneur for the entrepreneur… We like to keep things simple. After submitting your interest for a free phone consultation, one of our CPAs will contact you to evaluate your needs, and to provide you with a quote that fits your budget. Our custom, value billing model is designed to eliminate your experience of being nickeled and dimed. You are never forced into a plan or package that includes services you don’t need. Our CPAs aren’t the cheapest solution in the market, but can stand behind being the greatest value in the market.
Hire a CPA in 3 Simple Steps
We look forward to learning more about you!
STEP 1
After you submit the free consultation form, you will be immediately redirected to our online calendar where you can book your consultation with a CPA.
STEP 2
In your consultation, the CPA will assess the scope of work with your budget to provide a written proposal & quote. If you have existing books, they will likely need to review your books prior to providing you a quote.
STEP 3
You’ll have the opportunity to review a written proposal & quote with a CPA and make any modifications, if necessary. Upon alignment, you will have the ability to log-in to a secure client portal and esign all of your forms to start your engagement.
Entrepreneurs CPA MOMS®
REAL ESTATE INVESTOR
Complex strategies need comprehensive accounting and tax experts that understands the industry and can help you avoid pitfalls and prepare for growth.
WINERY
Deanna hired CPA MOMS® to take her multi-million dollar enterprise to the next level and got the expert care she needed.
SOLOPRENEUR
Initiating a new relationship requires initial setup. Solopreneur LuAnne overcame financial challenges by taking this first step.
Feeling Neglected by Your CPA?
Most traditional CPA firms and national chains operate like a “tax mill” with hundreds of clients assigned to one CPA. The CPA MOMS® model is a comprehensive, holistic service provider to business owners looking for a relationship with their CPA. Franchise owners work selectively with business owners in a collaborative long-term strategic advisory accounting and tax relationship. Each CPA manages only a handful of clients, so you receive the customized service, personalized care, and attention you deserve. You can expect timely, proactive communication all year.
You Run The Business, We Run The Financials
Transform your financial management with personalized, efficient solutions.
Frequently Asked Questions:
Is there any cost for the CPA match?
No. The CPA pays for the match. The Marketplace is free to business owners.
Do any of the CPAs in the network work on-site?
Very rarely. Given the national footprint and extensive effort it takes to find a professional that is within driving distance to your office, we have chosen to only match to virtual CPAs.
Also, the reason we attract such high quality talent, is that we offer them flexibility and ability to work from home. If we are able to match you with a local accountant, some CPAs will arrange a face-to-face meeting. Please note: all of the services are delivered virtually, so the overhead savings are passed to you.
Will my matched CPA specialize in my industry?
We do our very best to match you with a professional with your industry expertise; however, depending on your stage of business, accounting can be universal in many industries.
For example, if you are an acupuncturist, you don’t need a CPA that has experience with the acupuncture, but rather someone with experience working with professional service providers. All of our Marketplace CPAs can work with any professional service provider.
There are a few specialty industries with unique needs like real estate investors, construction, interior design firms, manufacturing, retail, restaurant, 501(c)3, eCommerce and a few others that we will ensure that you are matched with an expert in that industry.
What accounting software will my CPA use?
CPA MOMS® has invested heavily in the research and use of the latest cloud-based technology and specializes in supporting CPAs in the custom selection, integration, and migration of systems for optimum performance and efficiency.
The CPAs support any variety of accounting systems such as QuickBooks, Xero, or Wave that make the most sense for your business, along with dozens of cloud-based business plug-in modules for e-commerce, billing, time tracking, invoicing, payroll, CRM, marketing, inventory management, property management and more…There are a few software platforms that are not supported because they are not designed for businesses like Mint.
Many entrepreneurs use their merchant platform as an accounting system. Due to specific procedures performed to ensure the accuracy of your data, the CPAs will always use professional accounting software that is integrated with your chosen merchant.
If you are ready to leverage technology in your business and want more freedom from paper, manual billing, invoicing, and banking and save countless hours each year on unnecessary bookkeeping, ask your CPA for recommendations to streamline your business.
Do you have bookkeepers or only licensed CPAs?
Ultimately, the primary focus is to ensure that you have the services you need completed in a timely and accurate manner within your budget. The main concern people have when using a CPA to perform bookkeeping services is the price.
In most cases, the prices are comparable to what you would expect to pay a bookkeeper even if a CPA is performing them.
After years of cleaning up the mess of incompetent bookkeepers, we found that it cost more to fix the error of someone who wasn’t technically trained than to do it right the first time.
We have established a minimum standard of technical ability that requires all of the accountants to be technically trained. All franchise owners are CPAs, but they may have unlicensed professionals on their team. The services are either completed by or reviewed by a CPA depending on the franchise.
How does the matching process work?
When you complete the free consultation form, on the second page, we will ask you a series of questions that will enable us to narrow the possible best matches to a handful of pre-screened CPAs in our network.
This is important to ensure that we take into considerations your preference and budget. After that we, use our own proven methods to weigh additional variables such as industry, type of service, size of company, CPA availability and more to narrow the pool to the best match.
You will be matched with one solo-practitioner or firm depending on your needs so you don’t have to waste time interviewing multiple candidates. Because we have already pre-screened everyone extensively, you can be sure that anyone that you are matched to is highly qualified.
Ready for Personalized Care?
Book Your Free Phone Consultation
Get In Touch
Assistance Hours
Mon – Sat 9:00am – 8:00pm
Sunday – CLOSED
Phone Number:
xxx-xxx-xxxx