We help business owners with the numbers, to understand the financialinformation, and make better financial decisions. Thus, driving owners
to achieve their personal, professional and financial goals with clarity.
WRIGHT CPA'S WHAT WE DO
Through our integrated approach to tax planning, accounting, payroll, fractional CFO services, and business advisory, we help our clients make confident financial decisions at every stage of life and business. Rather than reacting to financial challenges after they arise, we focus on identifying opportunities proactively—helping you understand not only where you are today, but where you're going tomorrow.
ACCOUNTING SERVICES
- Compiled financial statements
- Monthly financial statements
- Customized financial reports
- Cash flow reporting
- Budget-to-actual reporting
- KPI reporting
- Reviewed financial statements
- Internal use financial statements
- Monthly, Quarterly, Semi Annual, or Annual reporting
- Transaction categorization
- Bank and credit card reconciliations
- Financial statement preparation
- Fix asset reporting
- New company setup
- Chart of accounts setup
- Payment getaway integrations
- Payroll integrations
- Business account connections
Accurate financial reporting is the foundation of every successful business. Our accounting & financial reporting services provide the visibility and financial insights needed to make informed decisions throughout the year.
TAX SERVICES
- Individual and business tax return preparation and filing.
- Federal, state, and multi-state tax compliance services.
- Accurate, timely filings supported by personalized guidance.
- Secure and streamlined electronic filing processes.
- Proactive tax planning and strategic financial guidance.
- Customized tax strategies for individuals and business owners.
- Year-round advisory support to help optimize your tax position.
- Personalized consultations focused on long-term financial success.
- S Corporation formation and IRS election guidance.
- Customized tax planning and optimization strategies.
- Payroll, reasonable compensation, and retirement planning support.
- Year-round advisory services tailored to your business goals.
Tax planning shouldn't happen once a year. Our tax services are designed to provide proactive guidance that supports both your immediate needs and your long-term financial goals.
FRACTIONAL CFO
- Quarterly financial reviews and strategic guidance.
- Cash flow and profitability analysis.
- Proactive business and tax planning support.
- Ongoing accountability and advisory services.
- Monthly financial reviews and growth planning.
- Cash flow forecasting and KPI monitoring.
- Strategic business advisory and accountability coaching.
- Customized financial guidance designed to support scalability.
- Executive-level financial leadership and strategic planning.
- Financial systems and process development.
- CFO succession planning and internal team development.
- Seamless transition to an in-house finance leader when the time is right.
Growing businesses require more than financial statements-they require strategic leadership. Our Fractional CFO services provide executive-level financial guidance designed to improve profitability, support growth, and help business owners make confident decisions.
PAYROLL
- Payroll software setup
- Employee onboarding assistance
- Payroll tax configuration
- Initial payroll system review
- Monthly financial reviews and growth planning.
- Cash flow forecasting and KPI monitoring.
- Strategic business advisory and accountability coaching.
- Customized financial guidance designed to support scalability.
- Executive-level financial leadership and strategic planning.
- Financial systems and process development.
- CFO succession planning and internal team development.
- Seamless transition to an in-house finance leader when the time is right.
Accurate payroll is essential to maintaining compliance and supporting your employees. Whether you're just getting started or looking for ongoing payroll support, we'll help you implement a solution that aligns with your business goals and financial strategy.
TALK TO YOUR PERSONAL ADVISOR TODAY
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