Small business CPA services are critical for small business owners, entrepreneurs, startups, and small business managers looking to maintain the financial health of their businesses. From day-to-day bookkeeping and financial record keeping, accurate and organized financial records are needed to ensure all transactions are correctly recorded and categorized. Then, payroll, budgeting, loans, financial reporting and analysis, and taxes need attention.
If you’re a small or new company, you probably rely on accountants or bookkeepers providing small business CPA services. A Certified Public Accountant (CPA) is a professional designation for an accounting professional licensed by the state. These experts provide companies with services in financial accounting, financial consulting, cost accounting, internal and external auditing, and tax preparation and planning.
While it isn’t necessary for most small businesses to have a CPA on their weekly payroll, you will need the services of a Certified Public Accountant for specific segments of your small business, such as financial statements, when asking the bank for a loan.
Top 10 Companies Providing Small Business CPA Services
Today, virtual assistant agencies also provide accounting and bookkeeping services, making finding the help you need more accessible than ever. In this comprehensive guide, we will explore some of the best options for you to consider.
1. Wing Assistant
Wing Bookkeeping Virtual Assistants offer top-of-the-line services to help you manage your financials. Familiar with accounting software such as QuickBooks®, Xero®, and Wing Bookkeeping Virtual Assistants are trusted by clients such as Google, GoodFirms, Clutch, and Products Hunt. That’s high praise, indeed!
Your Wing Bookkeeping Virtual Assistant is fully dedicated to your business exclusively, ensuring a quick learning curve that improves with time. Each Wing Bookkeeping Virtual Assistant reports to a team captain and supervisor at Wing. What’s more, as a Wing client, you also have access to a Customer Success Manager, which makes onboarding, as well as continual assistance and feedback, worry-free.
Let your assistant create a digitalized source document management hub to centralize all your bookkeeping needs in one place. Ensuring that your financial records remain organized and current, a Wing Bookkeeping Virtual Assistant gives you financial insights to help you make informed decisions.
2. Bench Accounting
Bench Accounting has its own proprietary financial software and a dedicated team of professionals to handle your small business CPA services. Today, the company is trusted by 25,000 small businesses nationwide, looking for the one-on-one support Bench Accounting offers their clients.
Powerful financial reporting is what Bench Accounting prides itself on. Employing at-a-glance visual reporting gives an easy read of the economic health of your business. Log into the system and see real-time insight to help you stay on budget. Bench Accounting’s other unique selling points include a central point of contact with a bookkeeper based in North America, supported by machine learning technology to process large amounts of financial data at incredible speed.
3. Pilot
In the United States, Pilot is the largest startup and small business accounting firm nationwide. Pilot has over 250 employees, including accountants, fractional CFOs, and tax specialists. Pre-seed to Series C start-ups, consumer brands and professional service owners are the clients Pilot serves. Onboarding with your dedicated team is efficient and personalized. This accounting firm handles any project for solopreneurs, up to companies with teams in the hundreds.
You’ll receive monthly profit and loss reports, a balance sheet, and a cash flow statement. Stay up to date in real-time through your easily accessible portal. Pilot also offers a complete tax prep service and a dedicated tax preparer who effortlessly works behind the scenes for you. Plan tax season with the Bookkeeping & Tax plan to access year-round tax support, including a tax plan and end-of-year tax filing, set in Bench Accounting’s software system.
4. Decimal
Decimal works with small and medium-sized businesses and recently acquired KPMG Spark, the cloud-based bookkeeping and technology service. While Decimal once integrated its systems using QuickBooks Online, today, after the merger, they have access to newer technologies, serving a wider audience of smaller business owners. This includes small business CPA services for companies with less than 200 employees. Current clients include non-profits, e-commerce, technology, and service-based companies.
Decimal’s point of differentiation is its ability to customize services for each client and then establish a fixed monthly price. There are no pre-set templates here. With this approach, companies can scale their needs as the business demands grow. Clients get the competitive advantage of working with an entire team at Decimal, encompassing bookkeeping, process improvement, technology optimization, and training.
5. Bookkeeper.com
Bookkeeper.com provides a wide range of bookkeeping and accounting services to assist you with your small business CPA services. The company has proven itself in the industry with over 37 years of experience. One key differentiator is that they offer bookkeeping services priced for everyone at a pre-determined and modest cost.
The team at Bookkeeper.com will handle your bills, payments, payroll and invoices while eliminating the stress of tax planning and preparation. Not only will Bookkeeper.com eliminate endless hours of your time spent on bookkeeping, but they will advise you on all your financial matters to empower you.
Learn about key performance indicators that will help you to move the needle. In fact, the entire team prides themselves on answering all questions, big and small. Need budget planning or business planning? It’s all right here at Bookkeeper.com.
6. Indinero
Number six is Indinero, a full-service financial management firm that promises to help you confidently navigate your business finances. For over 13 years now, the team of CPAs and financial advisors has offered services to businesses of all sizes and can easily accommodate your small business CPA services. Indinero’s mandate is to give clients financial clarity and control while freeing up time to help businesses grow.
Accounting and bookkeeping services at Indinero include accounts receivable and accounts payable while managing other critical financial tasks such as expense tracking, invoicing, and reporting. Add to this list payroll and reconciliations. When it comes to business tax services, this firm will help you navigate compliance laws at the local, state, and federal levels. Indinero is always looking for tax savings opportunities for you, too. Think credits, deductions, entity structuring and planning.
7. Merritt Bookkeeping
Merritt Bookkeeping promotes itself using loads of 5-star reviews on Google, Yelp and Facebook. What’s more, Merritt Bookkeeping makes its bookkeeping systems easy by presenting solutions in three easy steps. First, automated software collects your monthly bank statements. Bookkeeping services are then completed with QuickBooks, and the statement is sent to you. Finally, you can review the reports using a simple interface software built by Merritt Bookkeeping. This gives you the ability to adjust your report as needed. A bonus if you don’t use QuickBooks in your own business. Small business CPA services made easy!
Some of the top features of Merritt Bookkeeping include a 90-day money-back guarantee, so you can try before you buy, along with a fixed monthly price that doesn’t fluctuate.
8. Paro
Paro is a finance and accounting solutions company that connects businesses with top-tier financial experts on demand. The company tagline is “Talent Acquisition, Elevated.” Its platform offers strategic partnerships, going beyond short-term fixes to ensure accuracy, compliance, and optimized systems for growth. Paro’s services include strategic advisory, growth strategy consulting, and transaction advisory, helping businesses expand and navigate new markets. Paro’s CFO services offer forecasting, planning, and analytics for decision-making support, helping improve cash flow and identify opportunities and risks.
What sets Paro apart is its ability to match clients with finance professionals in the top 2% across 60+ industries, featuring over 250 skill sets. Using proprietary AI, Paro completes these matches 20 times faster than competitors. Find the right talent right now.
9. BELAY
At number nine is BELAY, a company that offers scalable accounting and CFO services. They understand that a qualified bookkeeper is the first hire you need to grow your business. This United States-based company searches nationwide to find the right candidate for you. Your bookkeeper will be capable of delivering all your small business CPA services to keep operations running smoothly.
BELAY’s customized accounting systems include accurate GAAP-compliant financial information and the management of accounts payable and accounts receivable. What’s more, you’ll receive monthly and annual reports to keep your business geared toward success.
One of the benefits of hiring a bookkeeper at BELAY is the additional support you will receive from a dedicated Client Success Consultant. BELAY offers peace of mind by giving bookkeepers read-only access to your accounting information. Meanwhile, you can access your financials at any time.
10. Supporting Strategies
Supporting Strategies has offered small business CPA services to clients since 2004. Think accounting, bookkeeping, financial analysis, payroll administration and back office duties. To date, this United States-based company has helped more than 4000 businesses.
Onboarding is effortless. Working with Supporting Strategies begins with an overview of your company’s financial health with technology and tools that support this process. You immediately see the data visualization charts. Then, it’s time to start planning. Supporting Strategies understands that each business is unique and will customize a plan to your specific small business CPA services. This could be core support or the outsourcing of all financials. What’s more, with nationwide offices, you’ll work with someone locally in your state.
Why Choose Virtual Assistant Agencies Providing CPA Services
There are many benefits to using a Virtual Assistant agency for your small business CPA services. The most obvious is costs. By using a Virtual Assistant Agency, your assistant does not have to be employed by you full-time. Pay-as-you-go plans enable small business owners, entrepreneurs, startups, and small business managers to pay only for the services needed. Meanwhile, your Virtual Assistant’s role can expand as needed.
Your finances can be managed from anywhere in any time zone. Virtual Assistants accommodate your schedule. With today’s technology, there hasn’t been a better opportunity to add small business CPA services from virtual assistant agencies to your strategic financial plan.
Why Wing Assistant is the Optimal Choice for Your Small Business CPA Needs
Small business CPA services play a critical role in the financial health of any business. When you outsource these services to a professional, as a small business owner, entrepreneur, startup, or small business manager, you’ll have more time to work on your business and not be in the weeds of your business.
Here are several standout services that make Wing Bookkeeping Virtual Assistants unique compared to the competition. First, your assistant excels in handling bank and credit card reconciliations precisely. Meticulously checking your cash balances for accuracy, your Wing Bookkeeping Virtual Assistant ensures financial records align. When discrepancies occur, your Wing Bookkeeping Assistant will promptly identify and correct them, providing seamless and accurate reconciliation.
Additionally, your Wing Bookkeeping Assistant will manage all accounts and data entry. Responsibly keeping your journal entries up to date, they will log all business transactions and prepare vital financial documents. Think balance sheets and cash flow statements. Expense filling and past-due follow-ups are other critical functions. Your Wing Bookkeeping Virtual Assistant will handle payroll, too. This includes managing wage payments, calculating deductions, and overseeing benefits administration.
Schedule a Call Today and Learn More About Wing Bookkeeping Assistants
A Wing Bookkeeping Virtual Assistant can give you peace of mind regarding your financial business needs. Hire managed talent, part-time or full-time; the choice is yours. We are global, with a highly trained, rigorously vetted team of English-speaking professionals. We pay our team wages that are higher than average market salaries. This ensures employment longevity and consistency in your bookkeeping.
Karen is a freelance journalist and content marketer writing in tech, retail, and hospitality. Her work has appeared in websites like Tech Times and the International Business Times, where she frequently writes about digital marketing and the SaaS industry. You can reach out to her through https://karenbarrwriter.com/.
