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Transform your financial data into strategic advantages that drive profitable growth. Our CFO-level advisory services provide the insights and guidance you need to scale your business with confidence.
Many businesses have access to financial information but lack the expertise to turn that data into actionable insights for growth, so we provide CFO-level advisory services that convert your numbers into strategic guidance. When you have expert analysis and planning support, you make confident decisions that accelerate profitable expansion.
Are you 100% confident you're not overpaying in taxes? A fresh, strategic review can uncover additional savings.
Qualified business owners may submit their recent returns for an independent, cost-free evaluation.
Our team will pinpoint practical steps to reduce liability and improve cash flow.
Our monthly bookkeeping service converts your records into accurate financial statements, giving you a reliable platform for growth.
We provide year-round tax planning to minimize liability and manage the preparation and filing of your returns.
Every payroll requirement is covered—QuickBooks configuration, tax-account registration, and either staff training or full ongoing management.
CFO services convert financial data into strategic insight, aligning cash flow, budgets, and performance metrics to drive profitable growth.
Your financial data contains valuable insights that can drive strategic decisions, but without expert analysis, these opportunities remain hidden. We're determined to unlock the strategic potential in your numbers, providing CFO-level guidance that accelerates profitable growth.
Complex financial decisions become clear with expert guidance tailored to your business goals. Our CFO-level insights help you navigate challenges and capitalize on growth opportunities with confidence.
Quarterly projections and entity-level strategies to reduce tax exposure before liabilities materialize.
Your financial data contains valuable insights that can drive strategic decisions, but without expert analysis, these opportunities remain hidden. We're determined to unlock the strategic potential in your numbers, providing CFO-level guidance that accelerates profitable growth.
Year-end procedures and tax returns are completed on schedule, backed by continuous oversight that prevents last-minute scrambles and upholds accuracy.
Streamline Your Books and Regain Control: Rebuild the bookkeeping framework, implement a precise chart of accounts, and set clear protocols to maintain accuracy and compliance.
Analyze Your Current Tax and Accounting Position: Your tax position, accounting systems, and organizational structure are evaluated to reveal opportunities for efficiency and savings.
Create Your Tax Reduction Strategy: We develop tax reduction plans for this year and beyond using proven approaches that help you keep more of what you earn.
Handle Your Monthly Bookkeeping: Your books are maintained accurately every month, providing real-time visibility for informed business decisions.
Set Up and Manage Your Payroll: We'll implement payroll solutions and either handle it directly or train your team to maintain standards.
Provide Clear Business Reports: You'll receive monthly and quarterly reports with dashboards that turn your data into actionable insights.
Plan Strategic Year-End Tax Moves: We meet before year-end to discuss major tax decisions around investments, equipment purchases, and business strategy.
Close Your Books Properly: You'll receive year-end procedures and complete reports that provide a clear picture of your business position.
Make Tax Season Easy: Tax preparation flows smoothly because we've been involved all year, eliminating stress through proper preparation.
Prepare and File Your Tax Returns: Our team will prepare and file accurate business and personal tax returns on time with attention to all requirements.
Guide Your Long-Term Wealth Building: You'll receive ongoing advice for tax-efficient wealth building and risk management for your business, assets, and family.
Relying on separate providers for bookkeeping, payroll filings, and tax planning, leads to misalignment and drains valuable time. Our comprehensive accounting service consolidates every function under one roof—so you deal with one accountable CPA firm that handles it all.
You have access to financial reports and data, but without expert analysis, those numbers remain just confusing spreadsheets that don't reveal the strategic opportunities or threats facing your business. Meanwhile, competitors with proper financial guidance are making data-driven decisions that accelerate their growth while you rely on gut instinct and hope for the best.
We specialize in transforming complex financial information into clear, actionable insights that drive profitable decisions and sustainable expansion.
Our CFO-level advisory services have helped business owners identify an average of $47,000 in additional annual profit opportunities that were hidden in their existing data. Picture having complete confidence in every major business decision, with expert analysis that reveals exactly which strategies will maximize your profitability and position you ahead of your competition.
We'll discuss your challenges and explain how we can help improve your situation without any pressure.
Upload your current books and records through our protected portal designed for complete privacy.
After a full-scope review, we design a custom plan that restores clean books and optimizes your tax position.
Enjoy clear communication, proactive guidance, and pristine books while you focus on growing your business.
Growing up surrounded by financial expertise, I learned early on that numbers tell powerful stories — and that effective accounting can truly transform lives. But I also noticed something else: most people are intimidated by their finances, and unfortunately, many accountants make that fear worse with technical jargon and rigid systems.
That’s why I founded Acumen Accounting & Tax Services in 2009, with a clear vision to do things differently.
Our foundation is built on four core values: client-centric processes, clear communication, consistent follow-through, and delivering value every single day.
You should feel comfortable reaching out — whether you have a quick question or need in-depth financial guidance. No matter how complex your situation may seem, we’re here to bring clarity, organization, and actionable insight.
Our goal is to help you feel confident, informed, and empowered to make smart financial decisions — not just at tax time, but throughout the year, whenever support is needed.
