To secure and retain a rock-solid financial future, businesses and individuals need to follow a rock-solid plan. eCPA will help you adopt forward-focused short, mid and long-term (90 day, 12 month, 3-5 year) plans suited to your particular challenges and goals.
Actionable Steps for Individuals
Solid financial planning isn't just for the wealthy. In fact, if you don't have a lot of money, working with an eCPA professional to build a personal financial plan can set you on a path to creating wealth. Let's assess where you are and determine how to get you where you want to be. We can guide you to set financial goals, create a savings/investing/spending plan, build an emergency fund, plan for taxes, manage your debt, determine your insurance needs, and plan for retirement. You'll want to review your personal financial plan at least once a year or following any major life change. We'll consult with you to help you get and keep your money matters in order.
Customized Services for Your Business or Organization
If you're a business needing a complete back office accounting department at its disposal or needing fractional CFO support, our staff are committed to providing timely, accurate and pertinent accounting services that allow your business to grow stress fee. Do your needs include processing vendor invoices, initiating vendor payments, posting deposits, reconciling bank accounts, recording and reconciling credit card activity? Do you need help processing payroll, preparing and filing payroll or state sales tax returns or accurately accounting for loan payments? Does your company lack expertise in preparing financial statements or defining, executing and monitoring internal controls and financial reporting requirements? Perhaps your internal accounting system just isn't working? Or, it could actually be sabotaging your company's financial health. We can make changes to your current system or develop a new platform accompanied by instruction, training and ongoing support. As systems experts, we provide real-time support services across any software and any geographical area. If you or your company lack the skills or manpower to overcome specific financial challenges, eCPA can advise or take the lead to bring about solutions. Maybe you need to raise capital, navigate a transaction or an audit. Perhaps you or your management staff lack the financial intelligence for identifying, reporting and monitoring key performance indicators or for analyzing data in greater depth and in context (related to the economy, your competition, changing regulations, customer expectations and new technologies). Providing expert financial leadership and management training to in-house accounting staff, senior management and business owners, will greatly impact operational efficiency and profitability. eCPA will fit our services and support to your needs so you get the experience and expertise of a professional CFO minus the in-house costs of salary, benefits and training of back office staff or a fulltime CFO. Incorporating sound accounting principles, reliable data analytics and timely financial forecasts, we will continue to evaluate, advise and plan to keep you on course to strengthen your financial future.
