Accounting Top 40 Under 40 | Certified Public Accountant | Podcaster | Rising Buckeye Award Recipient | LinkedIn Career Expert | Forbes Featured Writer
Welcome to The Winston CPA Group
Client Accounting & Advisory Services | Tax Prep & Planning | Financial Literacy
How We Operate
The Winston CPA Group provides clients with accounting, tax, and advisory services. Our goal is to alleviate the stress of your accounting & finance function while you focus on managing your business.
We work with clients of all sizes to clean up books, support your accounting function after M&A and/or staffing transitions, and your tax returns to ensure the most beneficial tax position for your business.
Client documents are stored in our secure cloud-based portal and we make ourselves available to answer questions and ensure your satisfaction with our services. We realize the importance of having your finances in order and we operate with the utmost integrity, attention to detail, and sense of urgency.
BUSINESS FORMATION & COMPLIANCE
Incorporation | LLC Filings | Annual Compliance | Registered Agent | Business Reinstatement
The first step to success in business is making sure your business is registered with the appropriate federal, state, and local authorities. Skipping the compliance part because you're not sure what to do can result in your business being fined and marked "noncompliant" fines and even dissolved by your state.
The Winston CPA Group makes it easy to obtain permits and keep your business compliant with state requirements.
We offer business formation, annual filings, and registered agent services in all 50 states. We'll also alert you of upcoming tax deadlines and monitor your annual filing due dates. Need an EIN or operating agreement? We do that too.
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MONTHLY CLIENT ACCOUNTING & ADVISORY SERVICES
Your company's "back office" for all things accounting, finance, and operations.
Monthly Bookkeeping | Financial Statement Analysis | Account Reconciliations | Bill Pay | Payroll
The Winston CPA Group provides clients with customized accounting support every step of the way.
If you're not ready to hire a full-time CPA but you want to review your numbers and ask questions, join me in The "E" Suite - our consulting package for entrepreneurs. Your monthly retainer includes:
Monthly financial analysis of your profit and loss
Owner's Deck with key financial metrics and performance
Operational tips to optimize how you run your business
30 minutes for 1-1 consultations
Unlimited email support for your questions
Members-only templates and resources
20% off all Winston CPA Group Services
FINANCIAL LITERACY & LIFE SKILLS PORTAL
Credit | Budgeting | Money Lessons | Debt Management | Small Business Tips | Wealth Planning
This is our financial education portal offering courses on budgeting, credit, debt management, small business startup guides, home buying, and wealth management. These are on-demand courses led by credentialed instructors and include actionable steps for you to improve your financial situation. Access one course or invest in a membership to access all courses.