Advisory, Tax, and Accounting

Advisory, Tax, and Accounting

Custom solutions for your 
one-of-a-kind business.

CGP Group offers small business packages and individual services with a personal touch. Everything we do is about ensuring you get the financial, human resource, operational, and business strategy support you need to scale and grow.

How We Help

Business Support Services

Whether you need support for your in-house administrative teams, an outsourced finance, HR, and operations department, or fractional CFO services, CGP is ready to meet your needs.

Reporting And Analysis

Get clear, accurate, and timely information about your business. CGP stays on top of your numbers, delivering consistent reporting and analysis you can both understand and act on.

Small Business Consulting

The expert advice you need for protecting and growing your business. CGP's team is a phone call away from getting you the answers you need when you need them.

Running your business is hard.
At least we can make this simple.

Why spend your limited time and financial resources building and managing an internal administrative team when you can get an entire team of experienced accounting, advisory, HR, and business strategy experts for a fraction of the cost? We offer fixed monthly pricing that delivers more value and fewer surprises.

Where do you start? Here's a few examples of how we can help.

As Your Support Team

We'll support and supplement your in-house administrative team, helping them succeed and ensuring your business thrives.
  • Access to a consistent, dedicated support team
  • 1-hour monthly goals and
    advisory call with your support team
  • Monthly analysis of financial statements
  • Bi-annual strategic meetings
    with your support team
  • Annual tax preparation and
    planning for your business
  • Customized Services:
    Payroll Management, Bookkeeping, HR Consulting, Individual Tax Preparation and Planning, Estate Planning, Financial and Wealth Management, and more

As Your Finance Department

We'll serve as your outsourced finance department, providing the key business functions and advisory services you need to understand and grow.
  • Support Team services
    PLUS
  • Budgeting and forecasting
  • Preparation of financial statements
  • Quarterly strategic meetings
    (2 with your support team,
    2 with a senior business consultant)
  • Monthly bookkeeping and payroll services
  • Customized Services:
    Payroll Management, Bookkeeping, HR Consulting, Individual Tax Preparation and Planning, Estate Planning, Financial and Wealth Management, and more

As Your Outsourced CFO

We will serve as your outsourced CFO, overseeing your dedicated CGP support team to ensure your business is goal-focused, protected, and positioned for growth.
  • Support Team and Finance Department services
    PLUS
  • Monthly 1-hour strategy session with a senior consultant
  • Annual strategic planning session:
    Includes leadership team facilitation, goal-setting, and action plan development
  • Annual HR assessment and evaluation
  • Quarterly HR compliance checkups
  • Customized Services:
    Payroll Management, Bookkeeping, HR Consulting, Individual Tax Preparation and Planning, Estate Planning, Financial and Wealth Management, and more

Your Support Team

We'll support and supplement your in-house administrative team, helping them succeed and ensuring your business thrives.
Starting at $1,500/month
  • Consistent, dedicated support team
  • 1-hour monthly goals and
    advisory call with your support team
  • Monthly analysis of financial statements
  • Bi-annual strategic meetings
    with your support team
  • Annual tax preparation and
    planning for your business
  • Optional Add-on Services:
    Payroll Management, Bookkeeping, HR Consulting, Individual Tax Preparation and Planning, Estate Planning, Financial and Wealth Management, and more

Your Finance Department

We'll serve as your outsourced finance department, providing the key business functions and advisory services you need to understand and grow.
Starting at $3,000/month
  • Everything in our Business Support package
    PLUS
  • Budgeting and forecasting
  • Preparation of financial statements
  • Quarterly strategic meetings
    (2 with your support team,
    2 with a senior business consultant)
  • Monthly bookkeeping and payroll services
  • Optional Add-on Services:
    HR Consulting, Individual Tax Preparation and Planning, Estate Planning, Financial and Wealth Management, and more

Your CFO

We will serve as your outsourced CFO, overseeing your dedicated CGP support team to ensure your business is goal-focused, protected, and positioned for growth.
Starting at $5,000/month
  • Everything in our Business Support and Business Driver packages
    PLUS
  • Monthly 1-hour strategy session with a senior consultant
  • Annual strategic planning session:
    Includes leadership team facilitation, goal-setting, and action plan development
  • Annual HR assessment and evaluation
  • Quarterly HR compliance checkups
  • Optional Add-on Services:
    HR Consulting, Individual Tax Preparation and Planning, Estate Planning, Financial and Wealth Management, and more

Services We Offer

We understand every client has unique needs. Below is a list of all services CGP Group offers.

Accounting Services

Between the constant deadlines, laws, and IRS and state requirements, payroll can be a time consuming nightmare for small business owners. We offer payroll solutions that meet your business’s needs.

Services include:

  • Comprehensive Payroll Services
    We’ll take care of processing and preparing your checks on time. Services include online processing so you can enter your employee’s hours and earnings securely; the ability to instantly print payroll checks on your own printer; and free direct deposits.
  • Payroll Tax Filing
    Federal, state and local payroll tax laws are frequently changing and becoming more complex. We eliminate the risks of calculating and filing your own payroll taxes.
  • Comprehensive Reports
    We’ll provide consistent user-friendly and accurate payroll reports, including: monthly, quarterly, and annual payroll tax reports, including W-2, W-3 and 1099 forms; employee vacation, sick days, and personal days accruals; and creation and filing of the required new hire reports.
 

We provide monthly, quarterly, or annual bookkeeping services based on your business’s specific needs.

Services include:

  • Accounting and bank reconciliation
    How is your business doing? You can’t really know unless all accounts are reconciled and properly accounted for on your financial statement. We’ll reconcile your business checking account each month allow us to keep your bank account, accounting, and taxes up-to-date.
  • General ledger entries and adjustments
    The general ledger is the core of your company’s financial records. A problem with your general ledger throws off all your books. We’ll review your general ledger system each month to find any discrepancies such as double billings or any unrecorded payments and fix them so your books are always accurate and kept in tip top shape.
  • Tracking of monthly deposits and expenses
    Identify lost checks, lost deposits and unauthorized wire transactions; detect and prevent bank charges; ensure transactions are posted correctly by your bank; detect and prevent embezzlement of funds from within your company.
  • Cash flow management
    We’ll help you manage your cash more effectively not only saves money, but make money more effectively.
  • Internal control review, evaluation, and assistance

We’ll help you track revenues and expenses so that you can determine the operating performance of your business.

Services include:

  • Determine what areas of your business are over-budget or under-budget.
  • Identify specific items that are causing unexpected expenditures.
  • Track dramatic increases in product returns or cost of goods sold as a percentage of sales.
  • Determine your income tax liability.

     

Filling out and filing tax documents can often be a hassle. We’re here to help.

Services include:

  • Maximizing tax deductions
    Making the most out of tax season, and avoiding over/under payment of taxes, requires careful use of deductions. Our tax preparers ensure compliance with all tax regulations, helping business owners make sense of complicated deductions for healthcare, business expenses, self-employment, and even home-office set-up.
  • Electronic Tax Filing and Advanced Tax Preparation
    During the tax preparation process, we utilize state-of-the-art, professional tax software to more accurately prepare and double-check your tax return for any errors. Our software allows us to provide dependable services to our tax preparation clients. With our help, you can be sure that your tax return will be filed on time, with accuracy, and in legal compliance with the complexities of the tax code.
  • Amending Prior Year Returns
    If you made a mistake on a previous tax return, or missed out on the opportunity for a deduction, the IRS provides a window where prior-year tax paperwork can be updated and amended to be re-filed. We can help you file an amended tax return with the IRS, making any necessary updates or changes.

Good tax planning is the key to successfully and legally reducing your tax liability. We look beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.

Our planning strategy includes:

  • Knowing and applying the latest changes to the tax code to our clients’ unique situations
    We make it a priority to enhance our mastery of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars and trainings.
  • Continuous adjustments to the plan
    Our clients pay the lowest amount of taxes allowable by law because we continually look for ways to minimize your taxes throughout the year, not just at the end of the year.
  • Managing tax liabilities

    We look for ways to shift income or expenses from one year to another to capitalize on lower rates, help clients defer tax liabilities through certain investment choices such as pension plans, contributions and other similar plans, and identify investments to produce income that is tax exempt from either federal or state or both taxing entities.

Growth Services

Growing businesses eventually reach a point where the owner and their team can no longer handle the day-to-day complexities of running the financial side of their companies. They need experienced financial advice but, often can’t afford a full-time CFO or in-house controller.

Our part-time CFO service provide an on-call professional financial manager who works with you to help guide your business to success.

What you get:

  • Time to focus more on core business issues, customer service, and sales.
  • Clarity on the financial side of your business to make decisions easier, with improved quality and timeliness of budgeting, reporting, trend analysis.
  • An outside perspective to help you navigate tough business decisions and planning.
  • A professional you can rely on for overseeing, protecting, and improving the financial side of your business, including equipment purchases, expansions, etc.
  • Cash management and assistance in obtaining financing from banks, including assistance with negotiations.
  • Mergers and acquisitions assistance.
  • Custom designed policies and procedures.

When it comes to making quality decisions about your business, you need a plan. 

Our financial forecast services can help you estimate future results based on assumptions, historical performance data, and external market indicators. This can support decision-making relating to expending resources and preparing for the future.

Our financial modeling services can help you better allocate your resources to improve business performance and make more informed decisions. 

Preparing your financial statements is essential to growing your business, giving you insights into how you’re using your money and time.

Services include:

  • Income Statements
    Your income statement will calculate the net profit or loss, which are determined by sales revenue, expenses, and general ledger records.
  • Statements of Retained Earnings 
    Your statement of retained earnings will reflect the distribution of profit between retained earnings and dividends.
  • Balance Sheets
    Your balance sheet will give you a picture of your company’s financial position as of the last day of the accounting cycle.
  • Cash Flow Statements
    From a cash basis, your statement of cash flow will provide a compilation and comparison of information from the three main financial reports: income, retained earnings, and balance sheet.
  • Financial Statement Analysis 
    Business owners may not want all the details, but you definitely need to understand the big picture of your current financial and cash position. We’ll provide the key insights that are crucial when making business operation decisions.
  • File Financial Statement Reports 
    We’ll help you full all required registration statements, periodic reports, and other forms electronically through the Electronic Data Gathering, Analysis, and Retrieval system (EDGAR). 

We can help support organizations that require an independent evaluation of their business processes and related controls. Our services give you comfort that your systems, processes, and risk management procedures are operating effectively and within a well-controlled environment.

Presentations and reporting on financial statements are critical to the success of your business. Our firm can also help your company prepare for a financial audit by helping with internal controls, preparing and recording adjusting entries.  We help keep the audit efficient.

Services include:

  • Compilations and reviews provided in partnership with Criser & Mardis, Chartered, a Certified Public Accounting firm.  
  • If audit services are required, we will work closely with your independent auditing firm. 
  • Presentations and reporting on financial statements.
  • Overall evaluation of management controls.
  • Assurance on business processes and risk management solutions.

Mergers and acquisitions are among the most complex business transactions your business might face. We’ll help you evaluate the proposed transaction, avoiding problems that can lead to continuing difficulties in merging staff and operations, or even to failure. 

Service include:

  • An initial in-depth analysis of the potential target.
  • Research and analysis of the reputation of the company and its principals
  • Analysis on corporate entities, including verification of business registration, review of legal and financial filings, and clarification of corporate structure (such as branches and affiliated companies).
  • Analysis of corporate executives, including verification of career path and credentials, and review of civil and criminal records
  • Overall evaluation of management controls.
  • Assurance on business processes and risk management solutions.

Consulting Services

We can help with your initial QuickBooks setup and QuickBooks cleanup, including transaction entry, A/R, A/P, and various other account reconciliations.

We also provide QuickBooks expertise on an as-needed basis. Personal one-on-one or group training is available.

Between the constant deadlines, laws, and IRS and state requirements, payroll can be a time consuming nightmare for small business owners. We offer payroll solutions that meet your business’s needs.

Areas include:

  • New Business Setup and Entity Selection
    We’ll take care of processing and preparing your checks on time. Services include online processing so you can enter your employee’s hours and earnings securely; the ability to instantly print payroll checks on your own printer; and free direct deposits.
  • Business Turnaround Strategies
    We’ll take care of processing and preparing your checks on time. Services include online processing so you can enter your employee’s hours and earnings securely; the ability to instantly print payroll checks on your own printer; and free direct deposits.
  • Process Efficiency Strategies
    We’ll take care of processing and preparing your checks on time. Services include online processing so you can enter your employee’s hours and earnings securely; the ability to instantly print payroll checks on your own printer; and free direct deposits.
  • Vendor Management Strategies
    Federal, state and local payroll tax laws are frequently changing and becoming more complex. We eliminate the risks of calculating and filing your own payroll taxes.
  • Operational Technology Identification
    We’ll provide consistent user-friendly and accurate payroll reports, including: monthly, quarterly, and annual payroll tax reports, including W-2, W-3 and 1099 forms; employee vacation, sick days, and personal days accruals; and creation and filing of the required new hire reports.
 

Federal, state, and local employment laws are complex, often conflicting, and at times, counter-intuitive. Violations, even unintentional ones, can lead to fines, lawsuits, bad publicity, loss of talent, employee dissatisfaction, and lost business. 

Our in-house HR consulting experts can help mitigate those risks.

Every business is unique, so our succession planning experts tailor the process to meet your specific needs from both a personal and business perspective. 

Our process includes:

  • Considering your business and ownership goals
  • Assessing your personal financial situation
  • Helping you determine your business’s worth
  • Transitioning, selling, or recapitalizing your business
  • Leveraging additional expertise as needed throughout the process, including tax, personal, financial planning, and wealth advisory services

Developing the best plan to reach your financial goals is complicated. We’ll help you focus in on your goals and put everything into a customized plan to help get you where you want to go. This includes planning for your investment, retirement, education, tax, estate, succession and insurance needs. 

We’ll then connect you with trusted and vetted partners who can help you execute your plan.

Grow More And Worry Less.

Schedule a time to discuss your business needs, timelines, and goals. We’ll create a plan that can best help you meet them.

Schedule Your Free Consultation

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