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Is this you...?
Most small business owners are facing 5 costly struggles:
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You haven't spoken with your CPA in over a year
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You never get accurate financials on time
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Your books are a mess and always behind
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You're doing your books yourself or hire a part-timer
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You have no guidance on what your numbers are telling you
But How Does This Impact My Profits?
This lack of guidance costed Robert, one of our clients, $87,000 in overpaid tax that he'll never get back. But how? Most small business owners don't realize:
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90% of Profit & Tax Strategy is proactive, not reactive
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Your lack of clarity = lost profit & missed opportunities.
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A lack of consistent expert guidance is quietly killing your profit
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Messy books always lead to costly penalties
Your CPA Partner in Financial Clarity
Alex is a CPA with experience auditing the financials of industry giants like Coca-Cola and the Department of Health.
With experience behind the scenes of companies worth $286 Billion, Alex has brought his expertise to the backbone of the U.S. - Small Businesses.
Since 2017, Alex has helped small businesses:
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Increase profits by an average of $34k annually
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Uncover $27M in misstatements leading to unreliable reporting
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Make data-driven decisions with actionable insights for over 8 years
Alex M. Riccio, CPA
Alex M. Riccio, CPA | Stronghold Accounting
Owner
Robert's Confusion to Confidence
A few years ago, Robert was referred to us here at Stronghold Accounting. His subscription-service business was thriving from the outside, but he had NO IDEA what it looked like under the hood.
Like many small business owners, he talked with his Tax CPA once a year and filed his taxes for compliance with no guidance.
After multiple embarrassing attempts to get financing and complete lack of guidance from January to December every year, Robert finally had enough, and gave us a call. Thanks to that one phone call, we were able to help Robert:
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Uncover $87,000 he didn't even know about
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Increase profits by an average of $53k per year
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Have more confidence in his business finances than ever before
Let me explain how we did it...
Over the last 8 years, we've used our CPASystem™ to help over 100 small business owners:
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Eliminate financial confusion with expert reviewed books
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Avoid costly penalties with a dedicated CPA and team year-round
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Take charge of their business growth with unlimited CPA guidance
But it MAINLY works for businesses that generate at least $500k in revenue and are PROFITABLE.
If your are NOT profitable and NOT generating AT LEAST $500k annually, you may not get the best results.
If you ARE...then this will be of immense value.
CPASystem™ Explained in 60 Seconds
Our Proven 3-Step Process
Financial Health Assessment
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Identify compliance red flags
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Uncover missed profit opportunities
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24-Hour timeline
Financial Foundation Buildout
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Eliminate costly compliance risks
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Capture missed profit opportunities
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Establish peace of mind processes
Ongoing CPASystem™
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Clear numbers each month
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Peace of mind from errors & penalties
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Advisory for simple & coachable growth
No more unanswered questions. Guidance monthly.
Advisory
No more costly surprises. CPA-Reviewed books.
Protection
No more lack of clarity. Financials every month.
Clear Numbers
So how did we find the $87,000 Error?
Through our Step 1 'Financial Health Assessment' we were able to uncover $290,000 of missed deductions that Robert's prior accountant had accidently kept under assets, due to a simple bookkeeping error.
Assuming a 30% tax rate, that's equivalent to $87,000 overpaid to the IRS 3 years back. Imagine what an additional $87,000 could do for your family and business.
Although this scenario seems unlikely, you would be surprised to know that I regularly see $50,000 to $100,000 of errors when we onboard new clients. In fact, I would be shocked if I saw no errors.
Even when they are confident there are no mistakes in their books and a CPA Firm handles their books at tax-time — without an expert bookkeeper each month, opportunity for error increases with lack of communication.
What happened to Robert?
Fast forward to today, after we identified the errors in his books through the 'Financial Health Assessment', we immediately began the 'Financial Foundation Buildout' as Step 2.
In under 1.5 weeks, Robert's financials were no longer at risk of costly penalties and errors. His entity structure was optimized to reduce taxes and he could finally see how his business was truly performing.
Going forward each month, he receives CPA-Reviewed Financials and an Executive Summary detailing each month's performance. At a minimum we have our Financial Meetings Quarterly to dive into Year-to-Date performance, estimated taxes, and strategy.
Robert can now sleep easy at night knowing he has unlimited CPA access and a dedicated team making sure he is taken care of.
Ready to take the 1st Step?
Claim Your 'Financial Health Assessment' worth $500!
Click the button below to get a complimentary, CPA-Reviewed Health Assessment to identify where you may be leaking profits.
Expect your Health Assessment report within 24-Hours after your Free Bonus CPA-Discovery Call with me, Alex.
On our call, we’ll establish a clear picture of where you are and where you want to go. You’ll tell me what your biggest financial roadblocks are, and what clearing them would do for your business.
These are common struggles I've seen over 100 business owners breakthrough to reach their business and personal wealth-building goals. Click the button below to take the first step towards financial clarity. Talk soon!
Stronghold Accounting & Bookkeeping provides CPA-level bookkeeping and accounting services for small businesses in Florida and virtually across the U.S. We act as your outsourced accounting team, delivering accurate books and proactive financial advice at a fraction of the cost of an in-house hire.
Serving clients virtually across the US.
Lake Mary, FL Office:
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