OUR SERVICES
We believe a CPA firm should serve its clients by delivering results that are tangible and make a real difference. If we haven’t helped our clients increase revenue, reduce expense, improve cash flow, or avoid risk, we haven’t done our job.
As a firm, we provide a range of services tailored to the needs of the client and the life-cycle of their business. Our Proven Process is designed to ensure that we are addressing these important topics throughout the calendar year – through both direct one-on-one meetings with you or at one of our educational events.
Our focus is the total health of your business to attain financial soundness for your desired growth. Depending on the size of your company we offer Basic book keeping to more complex financial needs such as controller services that provide the expertise you need to help improve both cash flow and increased profit for your business.
With Quick Books online and Quick Books Desktop
Financial Statement Preparation
Cashflow Analysis
Bank Reconciliation
General Ledger
Accounts Receivable
Accounts Payable
Invoice Preparation
- Payroll Direct Deposit
- Tax Deposits
- Quarterly Reports
- W2s, W3s, 1099s
Virtual Fractional CFO Services
- Cashflow Management & Analysis
- Financial Planning & Analysis
- Business Strategy Development
- Advisory Services
- Repair/Clean up Books and Balance Sheet
- Book Keeping & Catch Up Book keeping
HOW WE DELIVER VALUE
WHAT WE DO
We help Non-Profits, Law Practices and IT Servicing Companies improve profitability, improve cash flow, and achieve a return on investment using my proprietary T.I.M.E and B.U.D.G.E.T formula. We use a collaborative and proactive approach to coach these firm owners on improving their practice.
WHY WE'RE DIFFERENT
We focus on Non-Profit Firms, Law Practices, and IT service companies’ marketplace, meaning we understand the unique cash flow challenges every of these firms come across. Because of that, we are able to help YOU discover the key areas that improve your cash flow, increase ROI and ensure your firm’s practice deliver on T.I.M.E and on B.U.D.G.E.T
WHY IT WORKS
As your Non-Profit Firm, Law Practice, and IT Service Company Partner, we able to provide easy to use reports from your organizations to help manage your company. This will help keep tabs on what Key Performance Indicators (KPIs) that are holding your practice back and how to improve them month in and month out. Things like:
T = Taking advantage of tax credits that can benefit you Tax Credits that can benefit you?
I = Improving visibility on company finance and adopting simple technological change to processes and procedures for cost effective workflows
M= Manage cashflow, budgeting and forecasting by using our Financial Planning & Analysis tool
E = Enhance the governance of the organization and strategic focus?
B = Build workflow processes and automate
U = Understand your client’s needs and employ strategy
D = Deliver on time
G = Get crystal clear on current situation and focus
E = Expense Analysis and reduction
T = Take back your time and live
HOW IT WORKS
The first step to schedule a complimentary 15-minute chat to discuss your business goals and challenges. This is not a “free consultation” but an opportunity to find out what is impacting your growth. We will provide an assessment of what is lacking in your practice. We will make recommendations on the best steps to take your practice to the next level.
LET’S TALK?
Are you ready to take the next big financial step for you, your family, or your business? Our highly trained staff will work closely with you to secure a strong financial future for you and your loved ones.
We work with Non-Profit Organizations, Law Firms and IT Service Companies. If you are looking for a company you can trust, and one that is passionate about “YOU”, then BTO – CPA Accounting is sure to exceed your expectations.
REVIEWS
What others are saying
Don't Waste Any More Time
Contact Us Today
Call:
281.594.7976
Email:
info@bto-cpa.com
ABOUT US
BTO CPA ACCOUNTING, provides business advisory and certified public accounting services to support small business growth.
Our mission is simple: We will help you achieve your goals, whatever they are. Our dedicated Certified Public Accountants team and proprietary service delivery process are designed to help you take your business, and your life, anywhere you want it to go. Quality, integrity, responsiveness, and uncompromising professionalism are our core values.
When you become part of our client family, we will work to exceed your expectations. We will deliver more tangible value than we charge in professional fees. That is our promise.
CONTACT US
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