We’ll go beyond the numbers so your business can thrive.

The Akopyan Group is focused on more than the numbers—our team is dedicated to helping your business grow with proactive strategic expertise in addition to our comprehensive accounting and bookkeeping services.

Working with us is like bringing a part-time chief financial officer on board for your company, offering unlimited guidance at a far lower cost than you’d pay for a full-time CFO.

We start by creating a foundation of understanding, so you know where you are and where you want to go. Then, we build a strategy that will help you reach your goals and constantly monitor your progress so there are no surprises.

Our four-part client-care system for small businesses includes the following:

  1. Initial Strategy Sessions
    This series of discussions is designed to give us the total picture of your business, from basics such as how your business is structured to more complex operational issues. We review your financial statements, record-keeping systems, your service providers, even your compensation. This knowledge will help us recommend the right strategies to reach your goals—and you’ll probably learn a few things about your business, too.
  2. Proactive Monitoring
    We don’t stay behind the scenes. Every month, we’re in contact with you to go over financials, discuss specific issues and solve problems we uncover as we review your accounts and other reports. For example, we noticed one client’s profit margin dip significantly one month; we recommended steps to improve the situation. Our consistent monitoring is a powerful tool for forecasting, budgeting, and even adjusting to market conditions.
  3. Tax Planning
    We’ll have one or two tax-planning sessions where we work through our extensive tax-planning checklist with you, and then maintain regular communication throughout the year to eliminate surprises. Keeping your financials and bookkeeping with the Akopyan Group streamlines the entire tax-planning process—if your business situation changes, we can quickly consider shifting tax strategies or even operational processes as needed.
  4. Tax Preparation
    Of course, timely completion and filing of tax returns is included for our small-business accounting and bookkeeping clients. Our system means you can have confidence your business will pay only what it needs to, and nothing more. We prepare personal returns for business owners as well. Click here to learn more about our tax services.

Our small-business clients have access to the Akopyan Group’s cloud-based secure online portal, which offers 24/7 availability for documents and filings, along with visibility to each and every transaction. You’ll even receive notifications when new documents are added, so you can stay on top of what’s going on in your business—and rest assured that we are, too.