Let Us Handle Your
Accounting and Taxes
We Take the Stress Out of Finances, So You Can Focus on Your Passion!
CPA MOMS® is the #1 Accounting Resource for Real Estate Investors Nationwide!
Are you a real estate professional seeking high-quality accounting, bookkeeping, and tax advisory services? We are CPAs who are part of a national franchise network of carefully selected and screened professional CPAs who are ready to work virtually to provide you with the highest value accounting and tax services in the real estate industry today. As a licensed professional, you understand that not all real estate professionals are the same and you get what you pay for. The same is true in the accounting/tax industry. You deserve the most qualified, licensed CPAs to manage your financial and tax needs.
WHAT DO I DO IF MY TENANTS DON'T PAY
I HAVEN’T FILED MY TAXES IN A FEW YEARS
I NEED RELIABLE FINANCIALS FOR INVESTORS OR LENDERS
I DON'T KNOW WHICH LEGAL STRUCTURE IS RIGHT FOR ME
I DON’T GET ACCURATE OR TIMELY FINANCIALS
I NEED TO MANAGE CASHFLOW FOR LONGER DEAL FLOW
ACCOUNTING
We provide a full range of bookkeeping, accounting and CFO services to help ensure your business is compliant with both Federal and State tax laws and regulations. Accounting mistakes can lead to audits or tax disputes that could be costly in the end.
TAX
Tax planning is a proactive approach to tax liability by making the most advantageous decisions and shifts throughout the year that can help lead to significant tax savings all while ensuring tax compliance when preparing and filing the tax
return.
ADVISORY
Advisory services consist of CFO services to help increase profitability, financial clarity, and wealth creation, while advanced tax planning offers customized strategy and year-round support with regular communication that can help you save even more money.
Outgrown Your Bookkeeper?
Upgrade to a CPA who can keep pace with your growing business needs.
Behind on Taxes?
If you haven't filed in a few years, our CPAs can help get you back on track.
Unexpected Tax Bill?
We'll help you understand and plan better for future tax obligations.
Uncertain About Your Finances?
Gain clarity on where your money is going with detailed financial insights.
Inaccurate or Delayed Financials?
Receive precise and timely financial reports for better decision-making.
Need a CPA's Expertise?
Have a professional review your financials to ensure accuracy and compliance.
Our Services
You can choose to engage our CPAs to perform any of the following types of services:
Bookkeeping & Payroll Management
Ensure accuracy in your financial records and payroll, handled with precision.
Accounting/Controller & Financial Reporting
Receive detailed financial reports and expert controller services for insightful business decision-making.
QuickBooks Training & Bookkeeper Oversight
Equip yourself with the skills to manage your finances with our comprehensive QuickBooks setup and training.
Tax Planning & Preparation
Navigate the complexities of tax season with our expert tax planning and preparation services.
Cashflow Management
Know where your money is going, and optimize your cashflow with our professional CPA services.
Planning, Projections, and KPIs
Benefit from data-driven, strategic planning designed to help you grow your business and become more profitable.
How It Works
Built by entrepreneurs for entrepreneurs – Simple pricing, Custom solutions, Exceptional value.
Hire a CPA in 3 Simple Steps
We look forward to learning more about you!
After you submit the free consultation form, you will be immediately redirected to our online calendar where you can book your consultation with a CPA.
In your consultation, the CPA will assess the scope of work with your budget to provide a written proposal & quote. If you have existing books, they will likely need to review your books prior to providing you a quote.
You’ll have the opportunity to review a written proposal & quote with a CPA and make any modifications, if necessary. Upon alignment, you will have the ability to log-in to a secure client portal and esign all of your forms to start your engagement.
Feeling Neglected by Your CPA?
Most traditional CPA firms and national chains operate like a “tax mill” with hundreds of clients assigned to one CPA. The CPA MOMS® model is a comprehensive, holistic service provider to business owners looking for a relationship with their CPA. Franchise owners work selectively with business owners in a collaborative long-term strategic advisory accounting and tax relationship. Each CPA manages only a handful of clients, so you receive the customized service, personalized care, and attention you deserve. You can expect timely, proactive communication all year.
You Run The Business, We Run The Financials
Transform your financial management with personalized, efficient solutions.
TERMS OF SERVICE:
Business Owner and Accountant will not, during the Term of this Agreement, or for one (1) year thereafter, induce or attempt to induce any person who, at the time of such inducement, is or was, during the prior six (6) month period, an employee, client, owner, or independent contractor of CPA MOMS or affiliated entities, to perform work or services for any other person or entity other than CPA MOMS or its affiliated entities.
Business Owner and Accountant will not, during the Term of this Agreement, or for one (1) year thereafter, induce, attempt to induce, or hire any person who was presented by CPA
MOMS as a candidate for hire by CPA MOMS to the Business Owner as an employee or independent contractor without compensation to CPA MOMS.
CPA MOMS is matching an Accountant as directed by the Business Owner. All Parties agree that CPA MOMS shall have no right to control the manner, means, or method by which the Accountant performs the services. CPA MOMS will not review, supervise, or control any aspect of the work produced by the Accountant. CPA MOMS does not guarantee that the match with Accountant will be a good fit, and does not guarantee the results of Accountant, and is not liable for any errors or omissions, losses, liability, damage, claims, demands, or suits caused intentionally or unintentionally by Accountant. CPA MOMS performs standard background checks at initial screening; however, recommends that Business Owner perform their own standard consultant screening processing procedures. In no way is the relationship between the Business Owner and CPA MOMS, or CPA MOMS and Accountant considered an employee, partnership, consulting, or joint venture agreement.
The accountant is required to carry proper licenses and insurance to perform accounting and tax services. CPA MOMS has only verified accountant has an active CPA license and a
professional liability insurance policy to cover accounting or tax services at the time of initial contact with the Accountant. It is up to the Accountant to self-report and keep licenses and insurance active. All current verifications should be conducted by the Business Owner to ensure properly insured and licensed to perform the services requested.
Get In Touch
Assistance Hours
Mon – Sat 9:00am – 8:00pm
Sunday – CLOSED
Phone Number:
xxx-xxx-xxxx
Post Address and Mail
Email: info@yourcompany.com
Address
Office: Lorem Ipsum, XX, 12345
Office: Lorem Ipsum
Call xxx-xxx-xxxx
Email:info@yourcompany.com
Site: www.yourcompany.com
