Financial Services

For business

More than… number crunchers and tax preparers.

The CPA Group is a full-service professional accounting firm providing a full spectrum of financial services for small and medium size businesses. We integrate our services with attorneys, bankers, financial planners and other key professionals who are a part of your financial planning team.

for individuals

More than…
a quarterly phone call for taxes or filing compliance.

The CPA Group helps individuals by providing financial planning, tax strategies, and consulting services. These services include retirement planning, business owner succession, as well as business sale and buy-out transitions.


using quickbooks

More than…
financial data entry.

The CPA Group can help you by training your staff on QuickBooks best practices, or we can come to your office to pay bills and serve as your on-site business accountant. The CPA Group is a QuickBooks Pro-Advisor. We help you make the most of this powerful software.