Our Services

Small Businesses


Achieve cost savings while gaining operating efficiencies with one of our accounting packages. Whether you have 1 employee or 100, we have an option for you.
Small Businesses


As a business owner it’s good to know where you have been, where you are, and where you are going. It’s even better to SEE IT with a click of a button.

We can take your financial and operational data to another level with visualizations designed to help you make effective business decisions.

Excel is typically thought of as being used for accounting and finance purposes, but it can also be used for HR, payroll, project management, inventory, and other day-to-day tasks, therefore it is a necessary tool for many small business owners.

While Excel is a powerful resource, it can get complicated quickly. Between pivot tables and formulas, it’s easy to get lost if you don’t quite know how to utilize the program to your advantage.

At CPA 360, we know how to use Excel in the most efficient way possible. We offer on-demand Excel services to streamline your processes so you have more time to focus on running and growing your business.

Let us build and provide custom dashboards to give you important and easy-to-read insights which will allow you to make more informed decisions.

Our dashboards include information taken from: invoicing, analytics, billing, payroll, and tax planning.

Have analytics and reporting needs that may be more than basic accounting services can handle? We offer custom reporting solutions as well.




As a small business owner, we estimate that your time is worth roughly $150 an hour. How much of that time is being wasted on administrative tasks? By using robotic automation processing, we can help free up your time so you can spend it in the most efficient way possible.

  • Payroll

  • Invoicing

  • Timesheets

  • Ordering

  • Time tracking

The possibilities are endless. If there is a task or series of tasks you wish you could spend less time on, reach out to us — we’re willing to bet we can automate it.

For example, to draw up an invoice from your procurement system. You have to go into your procurement system to view the order, then access QuickBooks to create the invoice.  

We can automate this task – giving you time back to focus on growing your small business. No more sitting in your truck or at your desk for hours doing small, but important administrative tasks! No more fumbling through multiple programs to get things done!

No matter the size of your business, we can develop automations that will make your life easier.



Advisory services can take many forms and may occur sporadically depending on your needs; however, these could entail some of the most important events in your business lifecycle.

Starting a small business is not for the faint of heart, but with a skilled CPA in your corner, you can set yourself up for success. Did you know that there are external and internal regulations put in place by the Small Business Administration (SBA) that must be met? Whether your business entity is structured as a LLC or a corporation, we have the experience and expertise required to build a SBA-compliant business plan.

Ongoing State Filing Requirements

Depending on your business structure and the state in which you operate your business, your annual filing requirements will vary. There are several common requirements that apply to most businesses:

  • Annual report or biannual statement

  • Statement filing fees

  • Franchise tax

  • Initial reports

  • Articles of Amendment

Ongoing Federal Filing Requirements

Other than paying federal taxes and complying with the Affordable Care Act (this applies to businesses with 50 or more employees; if your business employs 50 or more people, you must report to the IRS that you provide health coverage), most businesses won’t have many federal requirements. We can help ensure you are meeting all federal tax obligations. We can also help ensure you stay in compliance with any applicable copyright laws, workplace poster laws, advertising and marketing laws, health and safety laws, and Americans with Disabilities Act (ADA) laws.

Maintaining Business Licenses, Permits, and Recertifications

Depending on your industry and the location of your business, documents for staying legally compliant vary. Check with your industry’s issuing institution to confirm renewal requirements. We can assist you with keeping up with your business licenses, permits, and recertifications.

Common Federal Agencies

  • U.S. Department of Health and Human Services (HHS)

  • The Federal Communications Commission (FCC)

  • U.S. Fish and Wildlife Service

  • U.S. Department of Agriculture (USDA)

  • Alcohol and Tobacco Tax and Trade Bureau (TTB)

  • Bureau of Alcohol, Tobacco, Firearms, and Explosives (ATF)

  • Centers for Medicare and Medicaid Services (CMS)

  • Department of Labor (DOL)

Balancing a personal budget can be challenging enough, but when you add balancing a small business budget to your to-do list, it can get overwhelming very quickly. Outsourcing this task can be a relief for many small business owners.

Small business forecasting is when you look at past and present data plus marketplace trends to try and make a prediction of your company’s future financial performance. While we aren’t psychics and can’t predict the future, we are experienced in forecasting and can help you look at your data and market trends to make confident estimates for the future. 

We offer a full range of small business budgeting, forecasting, and pricing review services at CPA 360. We can help with:

  • Estimating your business revenue

  • Determining your fixed costs

  • Determining your variable costs

  • Tracking your cash flow

  • Tracking your profit

  • Analyzing past business performance to help forecast future success

  • Performing pricing reviews