All Services

At Capstone CPA Group, we offer a full range of services tailored to meet your unique needs. From tax planning and bookkeeping to strategic business consulting and payroll management, our solutions are designed to simplify your financial processes and help you achieve your goals. Whether you’re a small business owner, skilled trades professional, or entrepreneur, we’re here to handle the details so you can focus on what you do best. Explore our services and see how we can help your business thrive.
CapstoneCPA All Services 1

Our Services

Medical Professionals

Chiropractors, therapists, doctors, dentists, and orthodontists have unique accounting needs—and we get it. While you focus on your patients, let us handle the financial details. From streamlining your tax and accounting processes to managing key tasks, we free up your time so you can do what you do best.

  • Accounting data entry / Bookkeeping starting at $400 per month
  • QuickBooks Online, QuickBooks Desktop, QuickBooks Pro, QuickBooks Enterprise
  • Accounting software conversion
  • Online Based Reporting – so you always have access to your accounting data.
  • Remote Access To The Bank Information – So you do not have to physically send us your accounting data each month.
  • Real Life Support – We will ask you about things that are unclear so we can get your data in the correct category

Compilations and financial reports are important for your business. If you have an SBA loan, or certain other bank loans, these types of financial reports may be a requirement. Also, compilations and financial reports can help you analyze your business. For instance, if you know you are preparing your business for sale, compilations and financial reports help businesses know that they can rely upon your business information more than an internally prepared financial statement. If you would like more information about accounting reports, feel free to contact us.

Don’t trust just anyone to pay your bills. We have the tools, knowledge and reputation you can rely on. Plus, we offer a bill pay solution that is competitively priced. If you want more information about bill-pay services, feel free to contact us.

We work with our clients to create the best tax environment possible. We cover issues like:

  • Choosing an entity type, or changing your entity type
  • Tax credits that are available for your business
  • Structuring your business so you pay the least amount of taxes possible

If you are not able to run your business for any reason. Do you know who will run your business while you are dealing with a serious health issue, or a death or divorce? Your business may not be able to run without you being in the office. So, what should you do now to help your business as you deal with a major life issue? We can help you plan for the worst so you and your family do not have to worry about these issues if the worst should happen.

If you are planning on selling in the future, you may have special questions, like how much cash will there be once I sell my business and pay the tax bill? If you are thinking about selling your business or combining with another firm we can help with things like:

  • Helping you calculate the cash sales price after taxes have been paid for the sale or purchase of your company.
  • Structuring deals to minimize taxes
  • Working with your attorney to create buy-out clauses for deals, etc.
  • Helping you through the negotiation process

We offer full service payroll starting at $59.50 per payroll run for bi-weekly full service payroll. In addition to scheduling your payroll checks we also offer the following services:

  • Register your business for payroll taxes
  • Time keeping solutions
  • Direct deposit for employees
  • Scheduling payroll tax liability payments
  • We mean it, when we say that it is full service payroll. We offer full-service payroll without surprises and fine print.

One of the most important and overlooked ways to keep qualified employees is to offer them benefits. Not only does it make them more likely to stay with the business, it can also create loyalty that turns into more engaged employees. If it has been more than a year since you considered your employee benefits then it is time to reconsider the types and amounts you pay for your employee benefits.

Cash flow planning is very important for your business. We have many clients that cannot understand how their business is making money on paper, but they have no cash in the bank. We can help you create a budget. We can also provide real life suggestions that can help your business grow. We can also help you critically analyze your cash flow and make suggestions for helping your business succeed.

Are you thinking about opening up multiple locations? Have you thought about franchising? Are you thinking about creating royalty agreements with vendors? Are you planning on buying large pieces of equipment, or buying a building? How you structure these items can have a huge effect on your tax bill. So, before you start entering into these types of contracts, it would make sense to talk about how we can structure your business to minimize tax. In some cases, it can make thousands of dollars of difference each year!

Business loans come in a wide variety of forms from bank loans to loans from family members, it is important to consider all your options before applying for a loan. Not only can we help you come up with the correct business loan strategy, we can also help you prepare the correct reports before you apply for your business loan.

CapstoneCPA All Services 2
CapstoneCPA All Services 3

Skilled Trades

Companies such as construction contractor’s electricians, plumbers, HVAC providers, manufacturers, CNC machining companies and welders —you’re busy building, creating, and driving results. Let us handle the accounting and tax details while you focus on growing your business. With tailored solutions and lasting partnerships, we simplify your workload and free up your time. Let’s connect!

There are many important things for you to consider as you prepare to lower your tax bill.

  • Can you separate ownership of the building and vehicles from the operating business?
  • Can you separate the company equipment from the operating business?
  • Do you feel like your tax guy is really helping you plan for the future and asking you about your goals?

If it has been more than one year since you considered your business taxes, and if you have never thought about the options above, we should talk about how we can save you money now and when you sell the business.

We offer full service payroll starting at $59.50 per payroll run for bi-weekly full service payroll. In addition to scheduling your payroll checks we also offer the following services:

  • Register your business for payroll taxes
  • Time keeping solutions
  • Direct deposit for employees
  • Scheduling payroll tax liability payments
  • We mean it, when we say that it is full service payroll. We offer full-service payroll without surprises and fine print

There are a lot of ways entrepreneurs can get in trouble. One of the easiest ways is to hire a subcontractor. I know the idea of hiring a subcontractor seems simple, but we know there are a couple of issues you should address before you get into an agreement with another business or individual.

It is easy for businesses to worry more about running the business and trying to make money than trying to stay out of trouble. That is why we worry about these things for you. If you want more information about subcontractors contact us.

Are you thinking about opening up multiple locations? Have you thought about franchising? Are you planning on buying large pieces of equipment, or buying a building? How you structure these items can have a huge effect on your tax bill. So, before you start entering into these types of contracts, it would make sense to talk about how we can structure your business to minimize tax. In some cases, it can make thousands of dollars of difference each year!

If you are in business, sooner or later you will have cash flow issues. So, it is important to have a good plan for how to handle issues such as:

  • Budgeting for large projects
  • Business lines of credit
  • Contract terms
  • Invoicing and days of collection
  • Inventory and Payables
  • SBA loans and collateralized loans
Insurance can be your single largest expense outside of labor and materials for jobs. But while most companies spend ample amounts of time analyzing how to trim costs for Cost of Goods Sold, most companies do not even consider their insurance costs outside shopping for rates every few years. So, while we do not sell insurance, we can help to give you advice to keep your business moving in the right direction.

Companies in the construction contracting, welding, manufacturing and CNC machining industries have very specific issues that go well beyond year end tax returns.

  • Bonding issues
  • Business owner’s personal guarantees
  • Special reporting to banks
  • Multiple state and local returns
  • Special property taxes

If you have special tax and accounting issues, we have the tools to help you with growth.

Entrepreneurs

Do you ever feel like your accountant just doesn’t “get” your vision? As an entrepreneur, you need more than tax filing—you need a partner who truly understands your goals and challenges. At Capstone CPA Group, we’re here to have real conversations about your business, offering tailored financial solutions that help you grow and succeed. Let’s build a relationship that goes beyond the numbers.

If you are struggling with how you should structure your business, you are not alone. Most new businesses come to us and ask us about what type of business they should open. Here are some of the legal structures that might be available to you:

  • DBA or Doing Business As
  • LLC or Limited Liability Company
  • S Corporation
  • C Corporation
  • Partnership
  • There are also other advanced structures, that might also be available for your business

If you have questions about how to set up your business from a tax perspective we have the tools to help you make a great decision.

When you are shopping for a franchise they make it sound so simple. You might hear things like, “We have the secret formula for success” or “We will support you and make sure your business succeeds”. But, the truth comes out, at the end of the day starting a franchise can be just as hard and sometimes harder than starting your own business. We have worked with other franchise owners in the past, and we can help you make the most of your new business venture. By avoiding some of the pitfalls other franchises have experienced, you can learn the risks without taking as many risks yourself.

Are you looking to sell your business in the future? Are you looking to bring on a partner or new owner to further your company growth? Do you want to sell some assets, or part of your business? If you are looking to do any of these things in the near future (within the next five years). We can help you make sure you are walking away from the business sale with the most cash possible after taxes. Taxes are a fact of life, but we have the tools to make sure the government gets only their fair share not any more. So, if you would like to see if we can help you save money as you prepare for one of these taxable events, reach out to us and we can work with you to make sure you don’t get the short stack of cash.

Hiring your first employee is a huge task and there are a lot of questions associated with the hiring process. What is a competitive wage? Should we offer vacation time? What can I afford to pay this employee? These are very important questions that need to be answered before you hire your first employee.

Entrepreneurs do a great job of offering intuitive solutions for their business. We are great at offering solutions such as payroll administration at a low cost. In fact, our full service payroll plans which include direct deposit for employees starting at $59.50 per payroll run for bi-weekly payroll. If you want more information about payroll, please reach out to us by phone or email.

There are a lot of ways entrepreneurs can get in trouble. One of the easiest ways is to hire a subcontractor. I know the idea of hiring a subcontractor seems simple, but we know there are a couple of issues you should address before you get into an agreement with another business or individual.

It is easy for businesses to worry more about running the business and trying to make money than trying to stay out of trouble. That is why we worry about these things for you. If you want more information about subcontractors contact us.

Never has it been easier for Entrepreneurs to run a business. But, making the wrong decision about the types of tools you should use makes simple decisions such as choosing the best accounting software that much harder. We work with the following types of accounting software:

  • QuickBooks online
  • QuickBooks desktop – there are three versions and we know them all, including QuickBooks Enterprise
  • Wave
  • Freshbooks

While we know these programs best, many of our clients also use other solutions such as using Excel documents to collect their accounting data. Even though we are good at accounting, we could never be mistaken for accounting snobs. So, reach out to us before you make the wrong decision for your small business accounting software.

Bookkeeping is an important part of your business. Most businesses see small business accounting as a necessary evil. We see small business accounting information as a valuable tool for you. Without accurate and timely bookkeeping you will be missing out tools that allow you to make more informed decisions about your business.

So, if you are only focusing on the accounting data that gets your business to a tax return, you are missing out on huge opportunities in your business.

CapstoneCPA All Services 4