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Welcome to Winston CPA Group

We're a global CPA firm rooted in education. 

 

Business owners, corporations, and athletes retain our services to get their financials and taxes in order, create technical writing content, and educate student and professional athletes about NIL deals and money management.

Virtual CFO | Tax Prep & Planning | Interim Accounting Support

NIL Deals & Taxes | Money Management | Consulting

The Entrepreneur's Suite: Business Coaching for Entrepreneurs

Conference Room

How We Operate

Winston CPA Group provides clients with accounting, tax, and advisory services. Our goal is to alleviate the stress of your accounting & finance function while you focus on managing your business. ​We work with clients of all sizes to clean up books, support your accounting function after M&A and/or staffing transitions, and your tax returns to ensure the most beneficial tax position for your business.​Client documents are stored in our secure cloud-based portal and we make ourselves available to answer questions and ensure your satisfaction with our services. We realize the importance of having your finances in order and we operate with the utmost integrity, attention to detail, and sense of urgency. 

Services We Offer

Office Desk

TAX PREP & PLANNING

You need a tax strategy regardless of your income level. 

We get it, taxes are intimidating, plus taxpayers are always looking for more deductions. 


At The Winston CPA Group, we'll file your federal, state, and local income tax returns while keeping you informed throughout the process. 

We have a special place in our firm for taxpayers who earn less than $100K per year and/or qualify for the EIC (Earned Income Credit). 

Click below to get started with your business and personal tax filings.

Financial District

ADVISORY & CONSULTING - The "E" Suite

Launch | Organize | Learn | Scale | Grow

Business owners often ask us about starting a business, how much to charge for products and services, or what expenses are tax deductible. The Entrepreneur's Suite or "E" Suite is designed for business owners who are not yet ready to hire us full-time but need expert advice on business decisions.

 

As a member of The "E" Suite, you'll have access to a CPA for business coaching, goal setting and strategic direction when making business moves.

 

Plus, our Small Business Resource Library provides a ton of answers to questions business owners have about:

  • How to form your LLC

  • Generating cash flow for your business

  • Building business credit

  • How to make more money in your business

  • What's your margin?

  • What you need to know about sales & income taxes

  • 24/7 email support for your quick questions

  • Members-only templates, documents, and resources

Financial Report

CLIENT ACCOUNTING SERVICES

Your company's "back office" for all things accounting, finance, and operations. 

Monthly Bookkeeping | Financial Statement Analysis | Account Reconciliations | Bill Pay | Payroll | Entity Creation | Sales Tax | Income Tax

The Winston CPA Group provides clients with customized accounting support every step of the way. We created this comprehensive service to give you everything you need in one place.


We handle your business' business from beginning to end. When you need a CPA to review the numbers and craft the financial story of your business, this service is for you. 


Your monthly retainer includes: 

  • Entity formation & annual compliance

  • Financial statement analysis 

  • Bank account reconciliation

  • Sales tax filings

  • Business income tax return

  • Personal income tax return

  • Business strategy & forecasting


You'll also get an Owner's Deck with key financial metrics and performance, so you have talking points about your business. 

createherstock-2019-WOC-Boardroom-Neosha

FINANCIAL LITERACY & LIFE SKILLS PORTAL

Credit | Budgeting | Money Lessons | Debt Management | Small Business Tips | Wealth Planning

This is our financial education portal offering courses on budgeting, credit, debt management, small business startup guides, home buying, and wealth management. These are on-demand courses led by credentialed instructors and include actionable steps for you to improve your financial situation. Access one course or invest in a membership to access all courses.

Stand Up Meeting

INTERIM ACCOUNTING SERVICES

Temporary support for your accounting projects.

Clients choose our interim accounting services for extra help during staffing transitions, to catch up on account reconciliations, and support their accounting teams during busy seasons. 
Our team has expertise in general ledger cleanups, technical accounting, 

Here's our recent blog posts about accounting and taxes.

Subscribers get our tax and
accounting updates first. 

Thanks for connecting!

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