At Plan B CPA | Accounting, Bookkeeping, Advisory
Driving Business Success
We’re dedicated to driving your business forward. With innovative solutions and a relentless commitment to excellence, we empower your growth and success in today’s competitive landscape.
Values & Culture
Our commitment to what we do is above all else.
At Plan B CPA, we empower businesses to thrive by providing exceptional accounting and bookkeeping services, along with strategic financial guidance. We are dedicated to delivering accurate financial insights, fostering growth, and maximizing profitability for our clients. Through our commitment to excellence, integrity, and personalized service, we aim to be the catalyst for success in the financial management of small businesses.
Our vision is to be the trusted partner of choice for small business entrepreneurs seeking expert accounting and bookkeeping services. We strive to be innovative, reliable, and customer-centric, empowering our clients to make informed decisions and achieve sustainable growth. Through our innovative solutions and personalized advisory services, we aim to drive financial success—one ledger entry, one strategic decision at a time.
Team Members
Get to know our amazing team
With a passion for innovation and a dedication to excellence, we bring diverse expertise to every project we undertake.
Sara Grant
Marketing Manager
Sara Grant
Marketing Manager
I am adept at leading cross-functional teams and managing budgets effectively. I am a creative problem solver, always seeking innovative solutions to marketing challenges.
- Phone:+1 (215) 557-1122
- Email:hello@company.com
Claire Olson
Sales Manager
Claire Olson
Sales Manager
Passionate about staying up-to-date with industry trends and best practices. I am constantly seeking new strategies and innovative approaches to stay ahead of the competition.
- Phone:+1 (215) 557-1122
- Email:hello@company.com
Reece Bronson
Financial Manager
Reece Bronson
Financial Manager
Well-versed in financial reporting, ensuring compliance with regulatory requirements, and implementing robust internal controls to safeguard assets. I am a problem solver by nature.
- Phone:+1 (215) 557-1122
- Email:hello@company.com
Services and solutions
Helping you grow
Our advisors will help you navigate the complexities of a growing business with confidence. Experience at Plan B CPA | Accounting, Bookkeeping, Advisory. Outsourced accounting service for effective tax reduction, hassle-free bookkeeping, and year-round guidance.
Increase Profitability
Maximize Your Bottom Line with Expert Financial Management
Financial Clarity
Gain Crystal Clear Insights into Your Business Finances
Strategic Tax Planning
Minimize Tax Liabilities and Optimize Your Tax Strategy
Support At Any Time
Get assistance whenever you need it, just a phone call away.
