Welcome to Plan B CPA | Bookkeeping · Tax Planning · Advisory

Proactive Accounting & Tax Strategy for Small Businesses Ready to Grow

We help established business owners gain financial clarity, reduce tax exposure, and make smarter decisions. No more stressing about managing it all alone.

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Unlocking Success with Plan B CPA

A Smarter, More Proactive Approach to Accounting

We don’t just record history or file returns. We proactively monitor your financials, identify issues early, and help you make informed decisions before problems arise.

Your finances are overseen by a CPA-led team with public and industry experience, ensuring strategic tax planning, accurate reporting, and advice you can rely on.

As your business grows, your accounting should enable better decision-making and long-term clarity. We build systems and insights that scale with your business.

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Years of industry experience

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Your partner for tax savings

  • Advanced Financial Reporting
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  • Tax Reduction Planning
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  • Accounting Services
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Bookkeeping & Financial Reporting

Financial Clarity That Supports Better Business Decisions

We provide accurate, timely financial reporting and CPA-led oversight so you can understand your numbers, plan ahead, and grow with confidence.

  • Bookkeeping & Financial Reporting
  • Accounts Receivable & Accounts Payable Management
  • Tax Planning & Compliance
  • Budgeting & Forecasting
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Small Business Tax & Accounting

Proactive Tax Compliance Without Last-Minute Surprises

We manage your federal, state, and local tax obligations with accuracy and foresight, helping you stay compliant while supporting long-term financial planning.

  • Federal, State, and Local Income Tax Filings
  • Information Returns (1099 Preparation & Filing)
  • Ongoing Compliance Oversight
  • Year-End Readiness & Review
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Strategic Tax Planning Approach

Proactive Tax Planning That Supports Smarter Business Decisions

We provide forward-looking tax planning aligned with your business goals to help you reduce exposure, plan ahead, and avoid surprises

  • Reduce Tax Exposure Through Proactive Planning
  • Align Tax Strategy With Business Growth
  • Avoid Surprises With Year-Round Oversight
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A CPA-Led Accounting Partner for Growing Businesses

We provide ongoing accounting, tax, and advisory support designed to give business owners clarity, control, and confidence in their financial decisions.

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Ongoing Accounting & Financial Reporting

Accurate, timely financial reporting delivered through a structured, CPA-led model. We keep your books clean and your numbers meaningful, so you can make informed decisions.

Tax Compliance & Oversight

Year-round tax compliance managed proactively to reduce risk and avoid last-minute surprises. Filings are handled accurately and on time as part of an ongoing relationship.

Strategic Advisory Support

Forward-looking guidance that helps you plan ahead, manage growth, and align financial decisions with your long-term goals.

Tangible results shared here

Discover how our financial expertise transformed businesses like yours, delivering exceptional results and growth.

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With Plan B CPA | Accounting, Bookkeeping, Advisory. We've seen remarkable growth and expanded our client base.
John Smith

Founder & CEO

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Increase in customer growth rate

Thanks to Plan B CPA | Accounting, Bookkeeping, Advisory, financial consulting, we've reduced costs and improved profitability.
Emily Johnson

Account Executive

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Saved in operational costs

Implementing tax strategies suggested by Plan B CPA | Accounting, Bookkeeping, Advisory, led to significant revenue increases.
Michael Williams

Business Manager

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Increase in company revenue

Frequently Asked Questions

Got a question?
Get your answer

Still have questions about working together? Review the FAQs, then apply for a strategy call if you believe we may be a good fit.

Apply for a Free Strategy Call

We work with established small businesses that want ongoing accounting, tax, and advisory support. Our clients value proactive planning, clean financials, and long-term partnership.

We’re generally not the best fit for early-stage startups or clients seeking one-time tax filings. Our services are designed for businesses looking for ongoing, CPA-led support.

All services are delivered through a structured, CPA-led model. This means your financials receive experienced oversight, supported by systems and a team designed to scale with your business.

Our core offerings are ongoing monthly services. In limited cases, we may take on project-based work when it aligns with a longer-term engagement.

We work with clients remotely across the United States, providing consistent, secure, and responsive support regardless of location.

While our firm is based in the Washington, DC metropolitan area, we primarily operate through a remote, CPA-led model. In-person meetings may be available for established clients in Northern Virginia on a limited basis.

Let's connect

We’re here to help

Need help with a project, have a question about our work? We’re here.

    Get in touch today to take the first step towards solid and successful financial management!

    Alex Willson

    Founder & CEO