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.
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.
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.
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.
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.
We understand every client has unique needs.
Below is a list of all services CGP Group offers.
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:
We provide monthly, quarterly, or annual bookkeeping services based on your business’s specific needs.
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We’ll help you track revenues and expenses so that you can determine the operating performance of your business.
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Filling out and filing tax documents can often be a hassle. We’re here to help.
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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:
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.
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:
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.
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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.
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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:
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:
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.
Schedule a time to discuss your business needs, timelines, and goals. We’ll create a plan that can best help you meet them.