Welcome to the CPA Family Office! Our firm is unique in that we not only provide traditional financial and investment advisory services, but combine these services with a strong tax practice. Our professionals have coupled the dual designations of the CPA and the CFP®, along with the Series 7 and 66 with insurance licenses, to create a robust and well rounded practice. That's a high standard. What else? A commitment to trust, a fee-based compensation structure, the highest fiduciary standards in our industries, and transparency. As a result, we hope to create in you the emotional support, security and peace of mind for your finances and estate plan. Explore our services by clicking on the links below. We introduce you to our specialists and bring helpful information to assist you in life's choices. Don't feel alone—walk with us. CPA – "Helping you Succeed".
As a business owner you need to know how your business is performing. Both in comparison to prior years and to your competitors. With this data in hand changes can be made to your business resulting is a significant increase to your bottom line.
Transitioning to Cunningham Powell Alexander, A.C. doesn’t have to be a hassle for your business. At CPA, we have specialists who are trained and qualified to help get you through that process with our onboarding program, so you don’t have to deal with the confusion and frustration of integrating your data into our CPA ecosystem. Not all accounting firms have an onboarder to help you through this process.
Let’s not underestimate the importance of keeping a reliable and accurate set of books. QuickBooks has provided several accounting software options over the years, such as desktop, enterprise, and online versions. It is no surprise that QuickBooks holds more than 95% of the accounting software market. The QuickBooks Online (QBO) version has proven to be one of the most integrated software options available.