Get the financial support you need from our virtual tax accountants! We find CPAs that are moms & connect them to entrepreneurs & real estate investors looking for affordable accounting & tax services nationwide.
1. Get the Financial Support You Need!
Spend Time Doing What You Love… And, Leave the Books
to Us.
B O O K A
C O N S U L T A T I O N
CPA MOMS is the “eHarmony” of the Accounting
World.
CPA MOMS® specializes in the careful selection and screening of experienced professional CPAs. We find,
screen & test CPAs that are moms and connect them to entrepreneurs looking for affordable bookkeeping,
accounting or tax solutions nationwide. What makes us unique is our ability to provide business owners with
an affordable solution by working exclusively with CPAs willing to exchange high salaries for flexibility.
I O U T G R E W
M Y
B O O K K E E P E R
I H A V E N ’ T F I L E D M Y T A X
Y E A R S
I ’ M S U R P R I S E D B Y M Y T A
B I L L
I H A V E N O I D E A W H E R E
G O E S
I D O N ’ T G E T A C C U R A T E O
F I N A N C I A L S
I N E E D A C P A T O R E V I E W
F I N A N C I A L S
2. Financial Peace of Mind
Take the Guess Work Out of Finding the Right Professional
Watch this Intro from CPA MOMS Founder:
Note: eHarmony is the registered mark of eHarmony, Inc. and does not endorse, nor is it inany way affiliated with CPA
MOMS.
Free Consultation
Complete the form to book your FREE 30 minute phone consultation:
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3. Who Do We Serve?
Whether you are just getting started and want your business to be set up properly by an accounting
professional, your business is in early stages and cashflow is tight, or you are a fast growing venture that needs
financial systems to help grow exponentially, CPA MOMS® professionals can serve entrepreneurs at all stages.
Though we don’t serve government agencies or publicly traded companies, we have accounting and tax
professionals with experience across a wide range of industries including, but not limited to: eCommerce,
service professions, construction, manufacturing, retail, restaurants, interior design firms, and 501(c)3
organizations. Our CPAs also have specialized experience in the following:
GET STARTED
R E A L E S T A T E I N V E S T O
Complex strategies need comprehensive accounting and tax experts that
understands the industry and can help you avoid pitfalls and prepare for
growth.
F R A N C H I S E O W N E R S
Being able to quickly understand and adapt to fit your franchise model and
systems can happen at an individual level or for an entire franchise
organization.
E N T R E P R E N E U R S
Tired of accountants that don’t get it? You deserve a CPA who understands
entrepreneurs, and charges for the value of services delivered, not the time it
took.
Testimonials
R E A L E S T A T E I N V E S T O
4. Complex strategies need comprehensive accounting and tax experts that
understands the industry and can help you avoid pitfalls and prepare for
growth.
W I N E R Y
Deanna hired CPA MOMS® to take her multi-million dollar enterprise to the
next level and got the expert care she needed.
S O L O P R E N E U R
Though there is some upfront setup for any new relationship, listen to what
LuAnne, a solopreneur, had to say about finally taking the first step to being
free from the confusion and struggle with her finances on a personal and
business level.
5. You can choose to engage a CPA to perform any
of the following types of services:
F U L L C H A R G E B O O K K E E P I
M A N A G E M E N T
A C C O U N T I N G / C O N T R O L L E
R E P O R T I N G
Q U I C K B O O K S S E T U P & T R
Y O U R S E L F )
T A X P L A N N I N G &
P R E P A R A T I O N
C A S H F L O W M A N A G E M E N T
C F O
R E V I E W S & A T T E S T A T I O N( N O A U D I T S A T
T H I S T I M E )
Meet Some of the CPAs
Most CPA MOMS® professionals are licensed CPAs with an average 16 years of professional accounting
experience. You won’t see these powerful women in bathrobes at home. They are highly trained professionals
who chose to become their own boss. Most of our CPAs left successful corporate careers at prestigious
corporations and Big 4 accounting firms such as PricewaterhouseCoopers, KPMG, Deloitte, and Ernst & Young.
Our ongoing training, community and support system allows each professional to work within a network of
professionals to support them in serving start-ups to multi-million dollar enterprises.
6. Danica
A C C O U N T I N G & R E V I E W
An experienced CPA/CFO with 21+ years of experience advising corporations with complex restructuring
& international projects, she has a Masters in Finance & BS in Accounting. Danica specializes in
manufacturing, real estate, & more…
Laura
A C C O U N T I N G
An experienced CPA/CFO, with 20+ years in the accounting/business field focused in federal and state
tax, business advisor, and tax planner for business owners. Laura relates to her clients as she utilizes her
skills as an entrepreneur, strategist and an innovative CPA because she brings her past experiences as a
business founder, cofounder, managing partner and outsourced CFO.
more…
Nicole
A C C O U N T I N G
An experienced CPA with 8+ years of accounting and finance background with an extensive knowledge
in SOP, financial metrics and business compliance in the retail field. Nicole is also a US Marine Veteran
that is bilingual in Spanish. Her analytical and self-motivated skills have served her well in providing
financial support from field technicians to CEO. more…
7. C L I C K H E R E T O M E E T M O R E C P A M O M S
P R O F E S S I O N A L S
Dangers Of The Low Cost Bookkeeper
8. Top 10 List Accounting Services For Entrepreneurs
9. Tax CPAs Do Not Review Your Books
Feeling Neglected by Your CPA?
Most traditional CPA firms have hundreds of clients per CPA. CPA MOMS® professionals have an average of 15
clients. Each CPA can give you the customized service, personalized care, and attention you deserve.
Ready for Personalized Care?
Book Your Free Phone Consultation
S C H E D U L E F R E E
C O N S U L T A T I O N
10. How It Works
Our way…designed by an entrepreneur for the entrepreneur… We like to keep things simple. After submitting
your interest for a free phone consultation, one of our CPAs will contact you to evaluate your needs, and to
provide you with a quote that fits your budget. Our custom, value billing model is designed to eliminate your
experience of being nickeled and dimed. You are never forced into a plan or package that includes services you
don’t need. Our CPAs aren’t the cheapest solution in the market, but can stand behind being the greatest
value in the market.
S T E P 1
After you complete the free consultation form, one of our analysts will assign
you to a CPA that best matches your business needs. Your assigned CPA will
contact you within 1 to 2 business days to book your consultation.
S T E P 2
In your consultation, the CPA will assess the scope of work with your budget
to provide a written proposal & quote. If you have existing books, she will
likely need to review your books prior to providing you a quote.
S T E P 3
You’ll review the written proposal & quote with your assigned CPA and make
any modifications, if necessary. Upon alignment, formal engagement letter,
payment approval, and billing agreement forms will be emailed.
Frequently Asked Questions
Is there any cost for the CPA match?
3
Do any of the CPAs in the network work on-site?
3
11. Will the CPA I am matched with be an expert in my industry?
3
What accounting software will my CPA use?
3
Do you have bookkeepers or only licensed CPAs?
3
How does the matching process work?
3
Ready for Personalized Care?
Book Your Free Phone Consultation
S C H E D U L E F R E E
C O N S U L T A T I O N
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