Take the stress out of your business finances and rely on the people who love numbers. Our experts are here to help!
Build financial strategies that support your growth path. Our team of CPAs offer consulting packages, flat fee services, and monthly retainers to ensure you get the services you need.
What do you, your business, and your family need? Let’s determine your priorities and simplify your approach to taxes and savings.
…and makes a difference.
We support businesses with their accounting needs, with a focus on customer service and a standard of work that outperforms the rest. Our services are customized to your needs to ensure you get the accounting support you need at the highest standard.
We Are Your Advisors and Partners in Business Success
Our top-rated firm has a proven track record of transforming businesses into financially healthy entities with clear paths to growth. We focus on niche expertise and prioritize client partnership to set our clients on the path to business success.
We’ll help you establish accounting best practices for your business, recommend ideal business entity structure, and develop growth strategies designed to get you where you want to be
More established businesses benefit from software integration and cleanup, bookkeeping services, training, and advanced reporting with robust data to help you make your business more efficient
Our CPA experts work with enterprise firms offering CFO services and accounting department oversight, board meeting prep, and advanced accounting services tailored to your needs
Whether you’re looking into estate planning, moving across borders, or need for a firm that can manage complex personal taxes, we’ve got you covered. Most of our clients experience tax savings
We work with businesses of all sizes and individuals
See day-to-day and long-term improvements with a team of experts focused on efficiency, accuracy, and business growth. Our accounting services offer support in the areas you need it most, from detailed and granular task to financial reporting and planning for the future.
Never worry about the state of your books again! Our team of seasoned bookkeepers adhere to strict data entry guidelines, are experts in modern bookkeeping software, and can quickly generate reports that meet your business needs.
Get help with new software selection, cleaning up your current system, or migrating software. With cloud-based options and recommendations and guidance from professionals who know accounting software inside and out, we’ll help empower your team with robust accounting software.
For us, it’s in the planning. Create a roadmap for your business with the help of an accounting firm that has helped hundreds of businesses on their path to success. We offer consulting services for everything from business formation and growth strategies to acquisitions and sales.
Every step of the tax preparation and filing process is straightforward when you work with the experts. Our CPAs have decades of experience helping businesses optimize their tax strategy to maximize returns and retain capital.
Ensure longevity for your business without the high cost of an in-house Chief Financial Officer. Our services ensure expert guidance with strategy, finance management, accounting strategy, and accountability designed around your industry and business needs.
It’s not just about paying your employees, it’s about payroll compliance on both sides of the business. Our payroll services ensure your employees are paid accurately and on time while also tracking opportunities to build more efficiency the business and managing withholding, reporting, and payment for benefit plans and taxes.
We take the time to understand our clients and their unique industries.
With unparalleled guidance, cost-saving entity structures, and forecasting built on experience, you’ll get the benefit of CPAs that know the ins and outs of how your industry works.
We work with…
Our Cross-Border experts are here to help, whether you’re an individual living abroad or a company working across borders!
Our e-commerce team understands that tax logistics and operations required for e-commerce and online brands.
We’ve helped real estate investors maximize their tax savings through strategic entity structures.
Work with an accounting firm that’s been on the forefront of crypto
Our core values and expertise help us provide unparalleled finance and business services to our clients. We believe in building strong, long-term client relationships and providing excellent communication with a high standard of accountability. We encourage open dialogue and ask for ongoing feedback from our clients.
Our team of expert CPAs are available in offices in Houston and Toronto
Connect through our video teleconferencing platform for convenient virtual meetings
Upload documents, receipts, and paperwork through our online portal
Submit electronic payments for our services easily through our online payment platform
For assistance in planning and transferring your U.S. assets to Canada, please contact our colleague Phil Hogan, CPA, CA, CPA at (25) 661-9417 or phil@philhogan.com
