A full-service public accounting, financial services & management consulting firm located in Westerville, Ohio.
CPA Advisory Group specializes in servicing the needs of small businesses and individuals, seeking to add value to our clients' experience through creative approaches to help them not only survive, but flourish in these turbulent economic times.
Our service offerings include, but are not limited to:
TAX
* Individual Returns & Planning * Business Returns & Planning * Payroll Returns * Estate & Trust Returns * IRS Offers-in-Compromise * Audit Support
ACCOUNTING
* Financial Statements * Monthly Accounting * Controllership * Record Keeping * Staff Training
CONSULTING
* Business Coaching * Business Brokerage * Choice of Entity Guidance * Human Resources
TECHNOLOGY
* QuickBooks Training & Support * Cloud Computing * Paperless/Virtual Office * Computer Hardware & Software * Web Design & Support
INVESTMENTS
* Fee Based Management * Insurance * Annuities & Other Products * Personal Financial Planning * Retirement Planning
OTHER
* Seminars & Training on various Tax & Financial Topics * Business Plans *Business Start-Ups * Banking & Loan Origination * HSAs, 105 Plans & 125 Plans
We provide these services to a diverse client base including individuals & business start-ups, to more established small-to-mid-size businesses of various entity types and industries - including non-profit organizations.
Call us today! Your initial consultation is FREE!
