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ACCOUNTING & ADVISORY SERVICES

Our Virtual CFO service is specially crafted for creatives, freelancers, and businesses seeking financial excellence.

 

With us, you can expect a seamless monthly process where we diligently close your books, compile comprehensive financial statements, and engage in strategic discussions about your business objectives.

 

Beyond traditional accounting, we offer expert guidance on tax optimization, navigating the complexities of staff expansion, and establishing efficient operational processes.

 

At Winston CPA Group, we're not just your financial partners; we're your strategic allies in achieving long-term success.

Accounting Service Packages

Get the peace of mind you need knowing that your financials are handled by a team of trusted accounting experts who care. Whether you’re just starting out or been in business and need accounting support, let’s get your books on the right track.

Business Advisory - Organize

You’re new to this business thing and accounting is another thing you have to do. Our team will alleviate the stress you’re feeling about taxes and financials and invoices.

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Includes:

  • Client onboarding

  • Entity selection & formation

  • Get business bank accounts & credit lines

  • Set up accounting systems

  • Business startup kit + on-demand webinars

I NEED THE START-UP PACKAGE

Business Advisory - Accelerate

You’ve been in business for a while and it’s time to step things up. Business is growing and it’s time to expand and organize your processes. This package gives you both the financial and advisory support to propel your business forward. 

 

Includes:

  • Client onboarding

  • Diagnostic financial assessment

  • Monthly bookkeeping & financial statement analysis

  • Budgeting & cash flow management

  • Business goal setting

  • Monthly consults for strategic guidance 

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I NEED THE ACCELERATOR

Business Advisory - Scale

You want  to focus on the other aspects of your business.

 

This is our all-inclusive package for you to hand off all things accounting and finance to us.

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Includes everything in the

Accelerator Package PLUS:

  • Documenting your standard processes 

  • Training staff on accounting concepts

  • Cash flow analysis & forecasting

  • Workflow optimization

  • Payroll processing

  • Dedicated accounting advisory

I'M READY TO SCALE

If you need help but not ready for our advisory services above, try our business coaching program created for small business owners. 

We also offer Tax Prep & Planning Services

Here's some of our small business & tax blog posts.

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