Our services

Everything your business needs to stay financially strong

From day-to-day bookkeeping to long-term tax strategy, GrowthPath CPA delivers the full spectrum of financial services small business owners rely on.

Tax Preparation & Planning

Pay less. Keep more. Plan ahead.

We go well beyond filing your annual return. Our proactive approach means we're thinking about your tax position year-round — identifying deductions, timing income and expenses strategically, and making sure you're never caught off guard at tax time.

What's included

  • Individual and business tax returns (S-Corp, LLC, Partnership, Sole Proprietor)
  • Quarterly estimated tax planning
  • Year-round tax strategy sessions
  • IRS correspondence and audit support
  • Multi-state tax filings

Bookkeeping & Payroll

Clean books. On-time payroll. Zero stress.

Accurate financial records are the foundation of every smart business decision. We handle your monthly bookkeeping and payroll so you always know where your money is going — and your team always gets paid on time.

What's included

  • Monthly bookkeeping and bank reconciliation
  • Accounts payable and receivable management
  • Full-service payroll processing
  • Payroll tax filings and compliance
  • QuickBooks and Xero setup and support

Business Advisory & Consulting

Strategy backed by numbers.

When you're facing a big decision — launching a new product, hiring your first employee, buying equipment, or planning an exit — you need a financial partner who understands your business. We provide clear, actionable guidance grounded in your real numbers.

What's included

  • Business structure and entity selection
  • Cash flow forecasting and budgeting
  • Growth planning and profitability analysis
  • Buy/sell and exit planning
  • New business startup consulting

Financial Reporting

Clarity in every number.

Timely, accurate financial statements give you the visibility to run your business with confidence. We prepare monthly, quarterly, and annual reports that are easy to understand and built to support your decisions.

What's included

  • Monthly and quarterly financial statements
  • Profit & loss, balance sheet, and cash flow reports
  • Custom management reports and dashboards
  • KPI tracking and benchmarking
  • Board and investor reporting packages

Review & Compilation

Professional credibility when it counts.

When lenders, investors, or partners need assurance about your financials, a CPA-prepared review or compilation provides the professional credibility they require. We prepare these engagements efficiently and with the rigor your stakeholders expect.

What's included

  • Compiled financial statements
  • Reviewed financial statements
  • Agreed-upon procedures engagements
  • SBA loan and bank financing support
  • Investor and partner reporting

How it works

Getting started is simple

01

Free consultation

We start with a no-pressure conversation to understand your business, your goals, and where you need the most support.

02

Custom proposal

We put together a tailored service plan and transparent pricing — no surprises, no hidden fees.

03

Seamless onboarding

We handle the transition smoothly, getting your books, payroll, and tax records organized from day one.

04

Ongoing partnership

You get a dedicated CPA who knows your business and is available year-round — not just at tax time.

Not sure which services you need?

That's what the free consultation is for. We'll help you figure out exactly what makes sense for your business right now.