Our Comprehensive CPA Services

From day-to-day accounting to strategic advisory, PSA CPA offers a suite of services designed to help your business scale confidently and compliantly:

1. Accounting & Bookkeeping

• Daily transaction processing and bank reconciliations 

• Generation of monthly financial statements (Income Statement, Balance Sheet, Cash Flow)

• Ensuring GAAP compliance and accurate record-keeping

2. Tax Preparation & Tax Planning

• Individual, business, and nonprofit tax filing

• Ongoing tax planning to maximize deductions and credits 

• Representation during IRS audits and tax disputes

3. Audit, Review & Assurance Services

• Compilation and review reports for lenders and investors

• Full-scope audits (including single audits and employee benefit plan audits)

• Internal control reviews and risk assessments

4. Payroll Management

• Full-service payroll processing and tax filings 

• Direct deposit, W-2/W-3 and 1099 processing

• Compliance with payroll tax withholding and reporting

5. Advisory & CFO Services

• Virtual CFO support, budgeting, forecasting, and KPI reporting 

• Cash flow strategies, financial modeling, risk analysis

• Guidance on business transitions, mergers & acquisitions, and exit strategies

6. Forensic & Fraud Investigations

• Forensic accounting to detect and resolve financial irregularities

• Support for internal fraud investigations, litigation, and disputes

7. Technology Consulting & Systems

• QuickBooks and ERP selection, setup, and optimization

• Data security, cloud accounting, and automation solutions

• Implementation of AI-enhanced reporting tools (e.g., predictive analytics)

8. Nonprofit Accounting & 501(c)(3) Services

• 990/990-T preparation, chart of accounts setup, and grant reporting

• Initial filings for tax-exempt status, bylaws, and compliance documentation

• Training and support for boards and staff in nonprofit financial oversight

9. Specialized Services

• Transfer pricing, R&D tax credits, state incentives, and export credits Estate and trust planning, succession strategy, and family office services

• Employee benefit plan audits and administration

10. Outsourced Finance & Staffing

• Full outsourced accounting and controlled reporting

• On-call CFO or controller services

• Comprehensive payroll bureaus handling payroll, HR compliance, and reporting

Why Choose PSA CPA?

• Expertise that evolves with your business — whether you’re starting, growing, or selling

• Integrated solutions — combining bookkeeping, tax, audit, and advisory into a cohesive framework

• Technology-forward approach — incorporating the latest tools for efficiency and insight

• Personalized service — we work alongside you, not just for you

Let’s Grow Together

No matter your size or sector—start-up, nonprofit, professional firm, or market leader—we’re ready to tailor a service package that drives results.

📞 Contact us today to schedule a complimentary consultation and discover how we can elevate your financial foundation and business strategy.