CPA-Led Accounting, Tax, and Advisory Services for Growing Businesses

Plan B CPA provides ongoing accounting, tax, and advisory support designed for established small businesses that want clarity, structure, and proactive guidance. Our services are delivered through a CPA-led model and tailored to businesses that value accurate financials and informed decision-making.

Accounting & Financial Reporting

We provide structured, accrual-based accounting and financial reporting that goes beyond basic bookkeeping. Our work ensures your financial statements reflect the true performance and position of your business.

Our accounting services include:

  • Monthly bookkeeping with bank and credit card reconciliations
  • Accrual-basis accounting and month-end close
  • Maintenance of fixed asset, prepaid, and accrued expense schedules
  • Revenue recognition in accordance with applicable GAAP guidance
  • Payroll journal entry posting and reconciliation (payroll processing excluded)
  • Monthly financial statements (P&L, balance sheet, cash flow)

These services form the foundation for reliable reporting, tax planning, and advisory support.

Tax Compliance & Planning

Tax compliance is handled as part of an ongoing relationship, not a once-a-year transaction. We focus on accuracy, timeliness, and proactive planning to reduce surprises and support long-term strategy.

Our tax services include:

  • Federal and state income tax preparation and filing
  • Quarterly tax estimates and planning
  • Information returns (1099 preparation and filing)
  • Corporate Transparency Act (CTA) compliance guidance and coordination
  • Year-round tax oversight aligned with your financial activity

Required business filings beyond tax returns are coordinated through trusted third-party providers when appropriate.

Advisory & CFO Support

For business owners who want deeper insight into their financial performance, we offer advisory support designed to inform decisions and support growth.

Advisory services may include:

  • Budgeting and cash flow forecasting
  • Financial performance analysis and KPI review
  • Strategic planning support
  • Regular CPA-led financial review meetings (monthly, quarterly, or customized cadence)

Advisory engagements are structured to provide meaningful insight, not just reports.

How We Work

Our services are delivered through ongoing monthly, quarterly, or annual engagements. We do not offer per-deliverable or one-time services.

We work best with businesses that:

  • Want ongoing CPA-led support
  • Value clean, accurate financials
  • Are ready to invest in professional accounting and advisory services

We are generally not the best fit for early-stage startups, one-time tax filings, or businesses seeking the lowest-cost option..

Focused on What Really Matters

Our business is designed to influence your business, enhance it and make it grow in value, not just to file tax returns.

Free Consultation
Tax Reduction

Legal methods to decrease tax burdens and optimize financial efficiency for businesses
Avoid Unnecessary Staff Costs

Efficient management practices to minimize expenses related to workforce without compromising productivity.
Scale to Meet Your Goals

Adaptable strategies to grow your business in alignment with your objectives and ambitions.
Improve Business Efficiency

Implement streamlined processes to enhance productivity and optimize resource utilization for better performance.
Focus on your Strengths

Direct your efforts towards areas where you excel to maximize success and growth.
Avoid IRS & Audit Problems

Implement proactive measures to mitigate risks and ensure compliance, preventing IRS issues and audits.
Reduce Risk

Implement proactive strategies to minimize potential threats and uncertainties for business stability.
Build Tax Efficient Wealth

Strategically plan to accumulate wealth while minimizing tax liabilities through efficient financial management.
and more

Ask our experts for all our services