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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.

We want to hear from you!

Please fill out this form and let us know how we can be of service. We will happily offer you
a free quote and discuss your taxes to assess what services are needed.

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