Concord CPA, PLLC provides tax, accounting, bookkeeping, and advisory services built on a single standard: precision that holds up to scrutiny — from a lender, a board, or the IRS.
No shortcuts, no exceptions — every engagement gets the same level of rigor from start to finish.
A ground-up analysis of your business's financial data — POS exports, transaction history, existing books — rebuilt into a granular chart of accounts that shows exactly where margin is made and where it's leaking.
Ongoing counsel on cash flow, entity structure, and financial decisions — a standing resource you call before a decision, not just after one.
Monthly reconciliation and clean, lender-ready books. Built so you can hand them to a bank, an investor, or an auditor without a scramble.
Individual and business returns prepared with a planning lens — quarterly estimates, entity-level strategy, and decisions made ahead of the deadline, not during it.
Most numbers only tell you that something happened. Concord breaks them down until they tell you who, what, when, where, and why.
— Managing CPA, Concord CPA, PLLC
Scope, timeline, and deliverables are documented up front — no ambiguity about what you're getting or when.
Every filing and financial statement is prepared to the standard that holds up under a lender's, investor's, or auditor's review — not just the standard that gets it filed.
Every recommendation comes with the reasoning behind it, so you understand the decision — not just the outcome.
No ambiguity about what happens after you reach out.
A short call or meeting to understand your business, what you need, and whether it's a fit.
A written proposal covering deliverables, timeline, and fee — agreed on before any work begins.
Work begins against the agreed scope, with clear communication throughout — not just at delivery.
Most engagements are scoped as a flat project or monthly fee, agreed on in writing before work begins — not billed hourly. This keeps costs predictable and avoids surprise invoices.
Yes. Most engagements are handled remotely regardless of location, with calls and documents exchanged securely online.
Turnaround depends on scope — a straightforward tax return moves faster than a full financial diagnostic. Timelines are set in writing during the proposal stage, so there's no guessing.
Both. Individual tax preparation and planning is handled alongside business bookkeeping, advisory, and diagnostic work.
Tell us a little about what you need, or book time directly — either way, you'll hear back from the CPA handling your work, not an inbox manager.
Schedule a 20-minute consultation at a time that works for you — no back-and-forth required.
Open Booking CalendarPrefer to call? 801-441-0330