About Us
Providing custom accounting and tax solutions for your small business.
Steven Ziegler, CPA
Over the past 20 years, Steve has handled accounting and tax for a public accounting firm as well as serving in roles from staff accountant to CFO in both private and public companies. He’s discovered how to manage and navigate the many factors that go into running an efficient, highly-profitable professional business and how to systematically make it happen.
Accounting & Tax Services
Bookkeeping and Compliance
More time to grow your business. No more waiting on financial, resulting in quicker decisions. Experience stress free accounting by not having to manage employees, learn accounting and wrestle with software.
Actionable Insights and Solutions
Measuring results and knowing where improvements are needed is done for you!
Trusted Advisor
Year round access to a licensed CPA without the high hourly bills! We help keeping you on course, and navigate a safe arrival to your destination.
Tax Preparations and Filings
No software to purchase or learn, avoid costly mistakes
Tax Saving Solutions
You know what you know, and you don’t know what you don’t know. Stop paying more in taxes than legally obligated.
Individual Tax Services
Eliminate the anxiety and obtain peace of mind knowing one of your largest expense is being handled by a professional.
You deserve a trusted advisor
who can:
- Reduce costs with more efficient processes and systems
- Analyze your practice, forecast and plan for the future
- Save you money on 3rd party staffing costs like payroll, workers comp, and insurance
- Track and maximize the ROI of your marketing efforts
- Give you peace of mind knowing your finances are in the best possible hands
Our Philosophy
1
The Books Come First
We take the overwhelm from doing your accounting and taxes. We’ve seen everything and there is no judgement. We’ll show you how we reconcile your books, where you can see the work that is being done and we are here to answer any questions along the way.
2
Honest Communication
Having conversations about your acccounting and taxes shouldn’t be complicated or embarrassing. We are here to help you get your books in order with no judgement. Real and sound advice for you and your unique situation.
3
Committed to Excellence
We utilize our accounting experience, love of technology, insider knowledge, and industry connections to help you run a less stressful, more profitable business.
“I had a difficult time finding a reputable, trustworthy CPA prior to securing Steven’s services. He’s responsive, efficient, professional, and an effective communicator. He’s knowledgeable of tax law, and will seek answers to your questions in a timely manner if he doesn’t know it right off. Tax time made easy!”
“I have been looking for a good CPA for a very long time, but Steven was Great! He is very thorough and takes time to get to know you and what your business needs are. I am very pleased with Steven’s work and I will be using his services for my future business needs. I’ve already referred 2 people to him and I am confident that he will provide them with the same outstanding customer service that he did me. Thank you, again, Steven.“
“Steven is great and easy to talk with. Makes you feel at ease and answers all your tax questions. Book him now, especially if you want someone long-term.“
Frequently Asked Questions
Do you work with any other types of businesses besides Medspa’s?
Yes. We enjoy working and partnering with other Service Based Businesses. Some industry examples are marketing, HVAC, plumbing, agencies, and other professional services.
We have an Accountant already, why should I consider your services?
By comparing the services and fees, making sure that getting the best bang for your dollar is a very savvy move. Often times, clients are working on the false premise that books are being monitored throughout the year.
It’s not tax season, why should I be thinking about Accounting?
Year round bookkeeping done correctly is the foundation for the financial health of your business. Being proactive leads to identifying operational issues and implementing solutions faster. This all leads to INCREASED CASH FLOW to you, the business owner.
We currently have an inhouse bookkeeper, how would we benefit by using your services?
- YOU are the one responsible for ensuring the accuracy of your books and if the person you have on staff isn’t accredited, lacks either the experience, knowledge or time, you could be putting yourself in a ton of unnecessary risk.
- On average, outsourcing the Bookkeeping function will save you 40%.
- Having a trained professional (CPA) monitoring your financial health will permit you to have confidence work is done right, and improve decision making throughout the year.
Are your services more than I need, or too expensive?
- Initial Consultation (Discovery Call) is done using Zoom, is FREE, and WITHOUT OBLIGATION.
- We will happily tailor a customized accounting solution that meets the client’s needs while being affordable.
We are behind on our bookkeeping, can you get us caught up?
Yes! We perform project work as well.