The CPA Group

BACKGROUND

Please describe your company and position.

I am the Financial Management and Tax Planning of Aftermath

Describe what your company does in a single sentence.

We run a growing business that requires comprehensive accounting services, strategic tax planning, and financial reporting for our investors.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire The CPA Group to accomplish?

• Catch up on bookkeeping
• Provide strategic tax planning
• Issue quarterly financial reports for investors

SOLUTION

How did you find The CPA Group?

Referral

Why did you select The CPA Group over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned
• Other

How many teammates from The CPA Group were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We’ve been working with The CPA Group for several years now, and their team has consistently exceeded our expectations. From catching up on our bookkeeping to providing strategic tax planning, they’ve been an invaluable partner in navigating the complexities of our financial operations.

The CPA Group’s attention to detail and commitment to accuracy in managing our books has given us peace of mind, allowing us to focus on growing our business. They’ve also been instrumental in issuing quarterly financial reports for our investors, providing transparency and clarity that we can rely on.

Looking ahead to 2025, we’re excited to expand our partnership as The CPA Group will be offering fractional CFO services to support our long-term growth strategy. Their expertise, professionalism, and personalized approach have made them an essential part of our team. We trust them to continue driving our financial success and are grateful for their continued support.

If you’re looking for a dedicated and knowledgeable accounting partner, we highly recommend The CPA Group.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The measurable outcomes from our work with The CPA Group include accurate and up-to-date financial records through the completion of catch-up bookkeeping, along with timely and reliable quarterly financial reports provided to our investors, ensuring transparency and informed decision-making. Their strategic tax planning has helped optimize our tax position and improve financial efficiency. Additionally, we’ve seen ongoing support for our long-term growth, with the upcoming addition of fractional CFO services starting in 2025, which will further strengthen our financial strategy and decision-making.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The CPA Group’s project management has been excellent. They consistently delivered items on time, ensuring that our bookkeeping, quarterly financial reports, and tax planning were completed promptly and accurately. They are highly responsive to our needs, always providing clear communication and adapting to any changes in our requirements. Their team has been proactive in identifying potential issues and addressing them quickly, ensuring smooth and efficient management of our financial processes.

What was your primary form of communication with The CPA Group?

Email or Messaging App

What did you find most impressive or unique about this company?

What impressed us most about The CPA Group was their personalized approach and deep understanding of our financial needs. Their proactive solutions and clear communication set them apart, making them a trusted partner for our business.

Are there any areas for improvement or something The CPA Group could have done differently?

There are no areas for improvement. These folks have consistently exceeded our expectations with their services and support.

BACKGROUND

Please describe your company and position.

I am the Founder of Clectiq

Describe what your company does in a single sentence.

A digital marketing company that helps businesses get more clients and growth faster.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire The CPA Group to accomplish?

• Bookkeeping
• Compliance with tax regulations
• Tax planning strategies
• Improve financial forecasting

SOLUTION

How did you find The CPA Group?

Referral

Why did you select The CPA Group over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from The CPA Group were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We hired The CPA Group to streamline our financial processes, maintain accurate and timely bookkeeping, and ensure compliance with tax regulations. Our primary objectives were to gain better visibility into our cash flow, optimize tax planning strategies to support our growth, and reduce the time spent on financial administration. Additionally, we aimed to improve financial forecasting and analysis to make informed business decisions that align with our scaling goals. The CPA Group’s expertise has helped us focus on our core services by relieving us of financial management concerns, allowing us to invest time and resources more strategically in our growth.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The CPA Group delivered significant, measurable outcomes that helped us optimize our financial operations. Our monthly financial reports are now generated accurately and on schedule, improving cash flow visibility and enabling timely decision-making. Through optimized tax planning, we reduced our tax liability compared to the previous year. Additionally, they identified and eliminated inefficiencies in our bookkeeping processes, significantly reducing monthly internal financial admin time. With their guidance, we’ve established reliable financial forecasts, supporting strategic investment in growth areas and helping us meet our scaling objectives effectively.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The CPA Group’s project management was efficient and reliable. They consistently delivered timely items and responded promptly to our needs, often anticipating requirements and providing proactive solutions. Their clear communication and attention to deadlines made the entire process smooth and stress-free.

What was your primary form of communication with The CPA Group?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What impressed us most about The CPA Group was their proactive approach and deep understanding of our industry needs. They didn’t just manage our finances — they offered insights and strategies that directly supported our growth goals.

Are there any areas for improvement or something The CPA Group could have done differently?

None; they were great all around.

BACKGROUND

Please describe your company and position.

I am the CEO of Inbound Partners

Describe what your company does in a single sentence.

Professional Services

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire The CPA Group to accomplish?

• Book Keeping
• Tax Planning
• Tax Filing

SOLUTION

How did you find The CPA Group?

Online Search

Why did you select The CPA Group over others?

High ratings

How many teammates from The CPA Group were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Helped with catchup book keeping and tax planning 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Tax Savings 

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Excellent

What was your primary form of communication with The CPA Group?

In-Person Meeting

What did you find most impressive or unique about this company?

The CPA Group's communication and technology stood out.

Are there any areas for improvement or something The CPA Group could have done differently?

all good