How We Operate
The 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.
Running Your Business Under Your LLC?
If your business runs under your social security number....
You're putting your personal assets: home, cars, and retirement, at risk. Most business owners don't realize the detriment this can create for your business - and you personally! If you've been procrastinating about creating your LLC or other entity let The Winston CPA Group help you.
We'll get your EIN, registered agent, and state tax registrations done too.
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.
ADVISORY & CONSULTING - The "E" Suite
Launch | Organize | Learn | Scale | Grow
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 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 taxes
24/7 email support for your quick questions
Members-only templates, documents, and resources
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.
BUSINESS FORMATION & COMPLIANCE
Incorporation | LLC Filings | Annual Compliance | Registered Agent | Business Reinstatement
The first step to success in business is making sure your business is registered with the appropriate federal, state, and local authorities. Skipping the compliance part because you're not sure what to do can result in your business being fined and marked "noncompliant" fines and even dissolved by your state.
The Winston CPA Group makes it easy to obtain permits and keep your business compliant with state requirements. We offer business formation, annual filings, and registered agent services in all 50 states. We'll also alert you of upcoming tax deadlines and monitor your annual filing due dates. Need an EIN or operating agreement? We do that too.
Click the button below to get started.
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.
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,