Latino CPA’s services are specifically geared towards helping entrepreneurs and small to medium sized businesses focus on and grow their value in the market.

If any of our services can help you, please make an appointment to schedule a one-on-one meeting!

 

Business startup

entrepreneur

Business structure selection and formation

  • All required compliance steps

  • Business plan

  • Marketing plan & Set up,

    • Logo, business card, website, Facebook, Instagram, etc.

  • Selecting and setting up systems e.g. Point of Sale, accounting system, CRM, etc.

  • Advice and guidance on obtaining capital etc.

    Click on the button below to fill out the form for all neccesary questions we need to ask so we can tailor our services to your needs

Accounting, bookkeeping and payroll

accounting and bookkeeping and payroll
  • Cloud Accounting on Xero (Certified Adviser) and Quickbooks Online

  • Direct deposit and filing/paying employment taxes

  • You get live access to your financial statements from your phone!

 

One stop shop tax and compliance

Tax preparation
  • Federal Business and Individual Returns

    • Including Estimated taxes

  • State and Local Returns

    • State Franchise Tax

    • State Unemployment/Workers Comp

    • Sales Tax

 

financial analysis/virtual cfo

c

Do you have ZERO interest or experience or support in all things accounting/finance? Can’t hire a full-time accountant? We can provide a periodic analysis of your financial statements to help you best know the vitals of your business.

  • Sales and Cash-flow forecasting, break-even analysis, business cost management, variable and fixed expense reporting, debt-planning and reduction, etc.

 

consulting services

  • Organizational Behavior and Management Consulting

    • Analyze your firm for opportunities to train and improve your employees and culture

  • Financial Management Consulting

    • Consulting for your CFO to improve your accounting and finance departments processes and identify areas of improvement in software and processes.

  • In other words, Latino CPA can be both your businesses Doctor and personal financial adviser. All rolled into one!