Financial Management for Online Businesses
We do one thing, and we do it really well.
We offer a full array of services to help make your online business thrive like never before. We take the financial aspects of your business – such as bookkeeping, accounting, and tax preparation – off your plate so you can focus on growing your business.
Here are the services we can customize for you:
Install Accounting Systems
Set up of the software(s) w/ bookmarks & mobile access.
User Training (pre-recorded videos).
Set up of chart of accounts.
Connect bank CC feeds.
Connect to third-party personal financial software(s).
Ensure the business bank they have selected is an asset for their business.
Purposeful approach to number and types of bank accounts.
Connect them with the right strategic banking partner for their banking needs.
Facilitate easy loan applications with ease of access to critical documents for lending.
Interface with their bank/banker.
Custom dashboards to track key performance indicators (“KPIs”)
Weekly or Monthly strategic meetings
Identification of key KPIs
Cash flow forecasting
Access to group coaching calls with other niche-specific clients
Reasonable compensation analysis
Profitability tips and strategies to increase customer long term value
Personal Wealth Building
Set and track personal goals for emergency funds and savings
Retirement planning, goals, and tracking
Large purchases / investments – e.g. real estate / alternative investments
Thorough review of your current business endeavors to maximize the value upon planned exit
Closing / opening / transformation of various entities
Determination of appropriate entity based on business goals/activity
Benefits/drawbacks of State of incorporation
Bookkeeping / Accounting
Weekly or monthly delivery of financials
Categorization of expenses and revenues
Invoicing system set up / optimization of accounts receivable
Interfacing with the client to clarify any ambiguous expenditures
Maximizing deductions for year-end services with clean books
Scheduling and setting authority levels for accounts payable
Training services/oversight of in-house bookkeepers (if applicable)
Payment processor selection/guidance
Analysis of Business returns (Up to 2 years).
Analysis of Personal returns (Up to 2 years).
Correction of mistakes on returns.
Resubmission of returns.
Issuing of 1099’s.
Filing current year’s returns.
Correspondence with the IRS (power of attorney).
Strategic Tax plan.
Implementation of Tax Plan.
Maintenance of Tax Plan.
Filing quarterly estimated tax payments.
Set up payroll with state / federal government
Set up of payroll software
Run payroll on a periodic base
Ensure all payroll taxes are paid
Analyze payroll expenditures against market norms
Liaison with financial planner
Set up financial planning relationship with our partner (if necessary)
Review established financial plans to ensure collective synergies
- How much time do I spend on bookkeeping?
- How much money do I make?
- How much money does my business make?
- What are the most profitable parts of my business?
- Do I know how much money I can take from my business?
- Is my business optimized in reducing my annual tax liabilities?
- How much more could I grow my business if all of my business’s financial needs were taken care of?
From Our Happy Clients
CPA On Fire has been doing my taxes for years now. They are the only accountant that I trust with my digital business. I will continue to work with them... read more
Great company to work with, very responsive and helpful.
After multiple, not-so great experiences with different accountants, I am so happy I chose CPA on Fire. Josh built a great brand, and Ron came in to build an incredible... read more
Unique Accounting Solutions