At Lance CPA Group we handle your day-to-day accounting needs, keeping your financial records up to date and ready for your decision making. We can equip you with the right reports, financials, tips and tools to move your business in the desired direction and help you succeed.
Monthly Accounting Services
- Billing, accounts receivable and invoicing
- Reconciliation of monthly bank and credit card statements
- Administration of payroll filings and tax forms
Cloud Based Accounting
- Xero or QBO setup or current system sync
- Management and system support
Cash Flow and Forecasting
- Maximize cash flow through efficient accounts payable
- Customized monthly financial reports
- Analysis of future cash flows and payment timing
Tax Planning and Preparation
Our dedicated tax team will go above and beyond simply filing your annual tax return. If needed, they will review past tax returns, talk about present concerns and goals, and work with you to determine planning and tax preparation needs for the future.
- Annual income tax returns
- Quarterly tax estimates
- State sales tax and property tax filings
- Tax strategy sessions
- Tax diagnostic
We know the world of tax can be confusing and difficult to navigate without proper guidance. We are here to make the process as easy as possible for you with our free tax guide.
Advisory and CFO Services
Whether you’re transforming your current business or just getting started, we know the challenges and solutions for building a business from start to finish. From our strategy sessions to our CFO on-call services we will provide guidance all along the way.
Accounting and Tax Advisory Services
- Prepayments/accruals advice
- Assets registration
- Tax advice
- Financial and key KPIs advising
- Accounting software advice
- Bookkeeping advice
- Strategy calls to go over your financials and make financial recommendations
- Key Performance Indicator’s Analysis
- Create and maintain a forecast for profitability and cash flow
- On-call support
People Advisory Services
- Access to a dedicated people advisor who is your go-to for all payroll and Gusto-related questions
- New-hire onboarding, benefits enrollment, time-keeping, and employee offboarding.
- Analysis of team productivity and employee wellness
- Access to HR tools, templates and training materials
What our clients are saying
"As a small start-up brewery, with only owner-operators, any help we can get for quick decision making, and long term strategies, as well as bookkeeping support is huge. Lance CPA Group has been a great help in making it easy for us to stay nimble, budget conscious, and effective."
"We are so thankful that we have been working with Lance CPA Group over the last few years. We no longer have to worry about paying sales tax, inventory accounting, and keeping the books clean. All of the 'accounting' stuff took us hours a week and didn't allow us to focus on revenue generating activities. Last year we were able to scale up big time and grow our business bottom line over 300%. Lance CPA Group is an integral part of our team. Thank you!"
"The team at Lance CPA has been a tremendous asset to Tacklebox. Not only are they complete experts in the world of tax, accounting - and business in general - but they're super responsive, quick, and friendly. We love their combination of technology and intelligence; both have allowed us to be a better, smarter, more efficient company."
"As a small business owner, I have a certain set of skills that have been honed to a razor's edge over years of practice. Finance is categorically NOT among those skills. We began our business with an accountant who ignored us until tax time, only to hit us with a staggering bill. Lance CPA Group never let on that my questions are often incredibly dumb, are unfazed reconciling the purchase of a 7-ft suit of armor, and have taken a massive chunk of workload and stress off my mind/shoulders as our business has exponentially expanded. I no longer live in fear of making a costly finance mistake, because to borrow a slogan, we are in good hands with them. Not that there's been any touching. They're quite professional, but not remotely stuffy. Otherwise I imagine we would have scared them off by now."
"I've been working with Lance CPA Group for 4 years now and remain thrilled with the services they provide me. It's a great team of friendly, knowledgeable professionals who care about their clients. Very grateful to have found them early on in my business. You can't go wrong with this firm!"