Our Services

Accounting Services

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.

Tax Services

Annual income tax returns
Quarterly tax estimates
State sales tax and property tax filings
Tax strategy sessions
Tax diagnostic

Tax Ebook

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

CFO Services

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

Who we serve

Craft Breweries

Digital Agencies

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."

"Very knowledgeable and professional staff with a focus on the craft brewing industry. Great people who are excellent to work with!"