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cpa moms™ cpa services at bookkeeper prices| top

The entrepreneur should never be in the dark about their money, should always know that their filing deadlines have been met, and future financial obligations have been accrued. Entrepreneurs should have all of the key financial information at their fingertips to be able to make timely business decisions without having to ask for it. There shouldn't be any big surprises at tax time. The accountant should know the numbers so intimately that they can tell you what your phone bill is without looking at the books. Read the top 10 list of services every accountant should provide their entrepreneur clients…

In Her Own Words…A Franchise Owner Client:

“The thing I’m most happy about and why I recommend CPA MOMS™ to other Franchise owners is the confidence I have in the numbers I’m receiving and how they understand the checks and balances. 

As a former CPA with a Big 4 Firm myself, I feel confident in their experience, and value it especially as a small business owner.  I didn't have time to enter the data AND analyze it, while running multiple franchises. They truly allow me to “work ON my business versus IN my business” and our profitability is now demonstrating it as we’re having our best year yet!”

Denise, Nebraska Franchise Owner 

CPA MOMS™ is an enterprise that features licensed professional CPA mompreneurs who provide bookkeeping services to small business owners. CPA MOMS™ is an Agency that screens, trains, and hand-picks the CPAs for the CPA MOMS™ talent pool. CPA MOMS™ matches business owners with licensed CPAs at bookkeeper prices. Typically, business owners with $1-5m in revenues, over 3 employees, especially franchise owners with multiple franchises who are ready to expand their business to the next level and need an experienced accounting professional so they may focus on their business, not their books; look to CPA MOMS™ to match them with a CPA when they: 

• Have outgrown their bookkeeper or accountant
• Are not receiving accurate or timely operational financial reports
• Are preparing for a sale/exit, looking to borrow, or are engaged in a merger and need precise financials
• Need to downsize from a full-time to part-time accountant without compromising on the quality of work
• Are constantly surprised by the tax bill at the end of the year because of the lack of proactive tax planning
• Need a Controller/CFO level accountant to oversee an onstaff bookkeeper
• Need someone with a fast learning curve to jump right in to assist during year-end or for an audit

VIDEO: Deanna shares about her experience working with several CPA MOMS™ to help grow her multi-million dollar enterprise with over 8 business units.  The company, after 10 years of business, had simply outgrown their original accountant. A very successful family run business, Wilson Creek Winery, were ready to take their business to the next level and got the expert care they needed from the CPA MOMS™ community.

financial peace of mind| top

The Agency focus is to allow entrepreneurs the ability to be supported by seasoned, highly trained financial experts, not a bookkeeper. Statistically, most businesses fail within the first 5 years. The number one reason for failure is poor money management. Entrepreneurs need to keep their finances straight to beat the odds of business success. "Peace of Mind" is what this business owner got from working with one of the CPA MOMS™.

VIDEO: "Feel like an Ostrich with your head in the sand with your money? LuAnne was tired of not knowing where her money was coming and & going, and then did something about it. She hired one of the CPA MOMS™ to take care of her books so she could take care of her business. Instant relief was what she felt the minute she handed over her financials to a competent, caring team."

• CPA MOMS™ helps entrepreneurs achieve profitability, grow their business, and manage cashflow at a professional level.
• CPA MOMS™ provides structure through the set up of accounting systems and efficient processes, necessary financial architecture and reports, and paper systems.
• CPA MOMS™ provides training and special needs entrepreneurs may have, including catching up books and working with tax CPAs to file back tax returns, fixing the mistakes of a bad bookkeeper, and creating custom reports to help entrepreneurs analyze their business.

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an entrepreneur's accounting solution | top

Every business needs accounting and tax services. Knowing this, it is important to point out that not all accountants are made equal.  For those that require precision & a high quality accounting product, an "off-the-shelf" bookkeeper just will not do.  Since quality is of paramount importance, CPA MOMS™ is unwilling to match business owners with the cheapest solution in the marketplace.  Though bookkeeper rates start as low as $195 per month with hourly rates between $25-$65/hr, the Agency stands behind being the best value in the marketplace by offering hand-picked, pre-screened licensed CPA MOMS™. 

Unlike most firms that offer placement services, CPA MOMS™ does not charge the business owner for the matching service offered by the Agency.  The CPA pays for the service.  In these shifting economic times, business owners need to take the matter of their financials very seriously in order to know how to manage cashflow properly, how to become more profitable, save on taxes, borrow money, and/or sell equity positions in the company. Having a good set of books and the right accountant behind the numbers is of paramount importance to accomplish all of these things. Good financials also establish creditability with outside parties. The challenge is that most business owners don't know a good accountant from a bad one, so they go through a trial and error process that can be very costly and frustrating. Most bookkeepers are self-taught and never acquired the technical expertise or experience necessary to understand even basic debits/credits. There is no industry regulation or minimum standard of knowledge, education or experience for bookkeeping. Basically, anyone can take an online course, put an ad online, and call themselves a bookkeeper. Scary! In our experience, we have spent most of our time cleaning up the mistakes of incompetent bookkeepers. Aside from the cost of cleaning up the books after an inadequate bookkeeper, the risk of fraud, and missing necessary tax and legal financial or reporting requirements can devastate a small business owner. Read more about how you may not being getting what you thought you were paying for from your accounting professional . . .

Business Owners: Though many business owners that use the Agency services have established businesses earning $1-5m in annual revenues with 3-5 employees, CPA MOMS™ does work with smaller business owners that understand the value of a quality accountant, particularly those that struggle with the following:

• Haven't filed taxes in a few years
• Have no idea where they are spending their cash
• Have multiple entities and no separation between them
• Are tired of paying a tax pro for bookkeeping at year-end
• Have financial information scattered in many different places
• Are spending way too much time managing their paperwork
• Want to understand this foreign language called money

Real Estate Investors: CPA MOMS™ also matches investors with CPAs that specialize in working with real estate investors. 

Many real estate investors have multiple entities (generally 3 to 5 different legal entities) in multiple states, and specialize in multiple strategies, including fix & flip, rehabbing, short sale investors, wholesalers, seller financed note brokers & note holders, multi-units (commercial and residential), and land developers. It is important to work with professionals that understand the accounting complexities involved in real estate and can ensure that the accurate financials needed to gain investor trust are available in a timely manner.  Sophisticated investors understand that financial credibility is of the highest importance, and can not take the chance that something falls through the cracks. Real estate investors need a specialized accountant to keep their books and handle their complex tax issues.

VIDEO: After 150 real estate transactions, this investor was matched to CPAs from the CPA MOMS™ community. J., owner of West Egg Enterprises, talks about how the CPA MOMS™ team helped his enterprise get organized and systematized with timely, consistent, and accurate financial reporting and bookkeeping. The CPA services at bookkeeper prices provided him the financial peace of mind, and confidence to focus on growing his business and do even more deals.

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cpas take care of your books so you can take care of your business | top

You won't see the powerful women of the CPA MOMS™ community in bathrobes at home, they are highly trained professionals who chose to become their own boss. The average years of professional accounting experience in the CPA MOMS™ community is 17 years. Most of the CPAs left successful corporate careers at prestigious corporations, and Big 4 accounting firms such as PricewaterhouseCoopers, KPMG, Deloitte, and Ernst & Young.  

Feeling neglected by your CPA?  Many traditional CPA firms have hundreds or even thousands of clients, the CPA MOMS™ team each have only a handful of clients so they can give their full attention. Personalized, customized care is one of the core principles of this Agency.  No matter how large or small your business, you'll get the attention and access you deserve.

CPA MOMS™ is like the "eHarmony*" of licensed service professionals.  We carefully screen clients to make sure they are a good fit for a high quality professional, and CPA MOMS™ carefully screens the CPAs to ensure they know how to serve entrepreneurs and investors - then Pro Moms Inc matches for best fit.

Why hire a bookkeeper when you can get CPA services at bookkeeper prices?

* – eHarmony is the registered trademark of eHarmony, Inc. who does not endorse, nor are they in any way affiliated with, the company or its talent.

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how we work | top

Our way…designed by an entrepreneur for the entrepreneur… We like to keep things simple. After submitting your interest for a free phone consultation with a CPA, we will schedule time to speak with you about your accounting needs. If there a mutual fit, a phone assessment is scheduled with a CPA (in some instances those assessments are also complimentary.) Based on the assessment, the consultation, and your budget, CPA MOMS™ will match your needs with the appropriate accounting professional. You will be provided with a quote, timeline, and terms. If you accept those terms, the CPA gets to work. There are some instances where a good match takes a few days or even a few weeks. We have found that our clients prefer to wait for the right fit. There is no bidding war, no computer program that calculates your ideal match. Some things in life still need that human personal touch. Read more about the CPA MOMS™ solutions …