We live in a very complex business world, where it is difficult for business owners to wear the many hats. Focus CPA Inc. is a boutique accounting firm that focuses on the needs of small business owners. Behind every business is a story. We work to improve the story that the financial statements tell. We take a holistic approach – cash flow, compliance, sanity and growth.
We best serve owner-managed small businesses from $200,000 to just under $10 million in sales. The owners are typically strong in marketing and/or operations and prefer not to get bogged down with financial records and administrative tasks. Our objective is to improve small business owners’ situation, at whatever stage they are at.
– OUR APPROACH –
Discovery Meeting – Through our free initial discovery meeting we assess the situation, determine our starting point and present a proposal.
- Service Proposal – We focus on the following service approaches –
Jump Start – basic services for those just starting out
- Financially Sound – tax, accounting and financial services for those building their business
- Grand Exit – to help those preparing to sell their business
- Legacy Plan – to help executives with complex financial situations plan their retirement and leaving a legacy
Fixed Price Agreement – Before we start the work we will present an annual price with defined terms for the services desired.
Our Guarantee – If you are not completely satisfied with our services we will either refund the price or accept a portion that reflects the level of the value that you received.
Service Delivery – Whether it is taxes, accounting, financial or general business challenges, we clarify issues and work to find solutions. We balance our recommendations between cash considerations, tax considerations and the owner’s desires. We search for practical solutions and toward continual improvement – progress not perfection. In many cases we become translators, stressing the impact of the recommendations.
Using a team approach we apply our tax, accounting and financial knowledge, along with our skills and experience to help the owners live life their way. Our staff is small and personable. It consists of:
Jodi our Right Hand Bookkeeper with over 20 years of experience
Jimmy our Tax Guy with a passion for it and a fresh look
Mary the Translator with over 30 years of experience
Ken the Tax Guru with over 40 years of experience