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In less than 30 minutes a month, working with Colvin CPA keeps you fully informed about your business’s finances and goals.

The 6-step journey
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What Does The 6-Step Journey Look Like?

Colvin CPA shows you a better way to FINANCIAL SUCCESS

At Colvin CPA, we’re not your typical accounting firm. We’re your trusted partners, guiding you on a journey towards financial stability and success. With our proven six-step process, we make taxes and accounting enjoyable because you gain knowledge. You will have time to focus on what you do best – your business. Say goodbye to the dread of monthly accounting – with us, it’s delightful and hassle-free.

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START YOUR JOURNEY. Click through our interactive visual to explore each phase of our 6-step process.

Colvin CPA 6 step process carousel slide 9

START YOUR JOURNEY. Click through our interactive visual to explore each phase of our 6-step process.

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discovery

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  • We learn about your business via Zoom meetings and simple questionnaires.

  • Share your bank statements and tax filings to give us a complete picture.

  • Choose a tailored accounting package that suits your needs and budget.

You discover that working with Colvin CPA adds delight to your life.

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onboarding

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  • You grant us secure view-only access to your financial accounts.
  • Answer simple questions about your purchases and sales such as, what did you buy?
  • Our video tours and delightful guidance help you master your new accounting process.

You start feeling heard, informed, supported and organized.

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Bookkeeping

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  • You share your receipts with Hubdoc; we categorize your expenses.

  • We manage invoicing and bills; just forward signed contracts, and we handle the rest!

  • Just shoot us an email to update employee details. We handle payroll, benefits and reimbursements.

You spend less time on daily accounting tasks and more time steering your business to success.

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tax filing

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  • We send you a personalized video walking through your tax filing so you have clarity and confidence.

  • Share your contractors’ email addresses with us for hassle-free 1099 filings.

  • We file you personal taxes too. It means we see your full financial scenario which improves the guidance we provide for your business decisions during the year.

You rest easy knowing that you’re in compliance with tax laws. You also understand the tax laws and which changes effect your business.

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reporting

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  • We analyze your financial reports before we send them to you and we share our thoughts to help you review them in less time and with less confusion.

  • Your numbers are reliable, transparent, and available in time for you to make decisions.

  • See you trends and know your profitability.

You see your financial data clearly and make smarter decisions.

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advising

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  • Gain tailored strategies, measurable goals, and future plans – all for you.

  • No more surprise tax bills, see how you compare to competitors & maximize your retirement savings

  • Plan cash flows, minimize risks, and gain a fresh perspective.

You get your questions answered by accounting experts that understand your industry and know your business situation.

Monthly Plans

We’ll work closely with you to find the perfect monthly accounting plan tailored to your needs and budget.

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We guarantee delightful communication.

WE DON’T CHARGE BY THE HOUR. Instead, we work with you to set a fixed monthly price for your accounting services. We do this for you! We want you to comfortably email us as questions arise. Plus, it allows you to budget the expense more easily.

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  • Best Plan

    Provides fastest answers to your questions, the most timely financial data and gets accounting tasks off your plate. Ideal for a business with large growth goals or owners that needs more time to work ON the business instead of IN the business.

    Best Plan

    Provides fastest answers to your questions, the most timely financial data and gets accounting tasks off your plate. Ideal for a business with large growth goals or owners that needs more time to work ON the business instead of IN the business.

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  • Better Plan

    Provides limited financial data to inform your business decisions through out the year. Ideal for a business with no seasonal fluctuations or growing slowly (<5% annual increase in sales).

    Better Plan

    Provides limited financial data to inform your business decisions through out the year. Ideal for a business with no seasonal fluctuations or growing slowly (<5% annual increase in sales).

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  • Good Plan

    Provides peace of mind about tax filings. Ideal for a simple business selling one product and not in growth mode or a new business that is starting very simply and with limited budget.

    Good Plan

    Provides peace of mind about tax filings. Ideal for a simple business selling one product and not in growth mode or a new business that is starting very simply and with limited budget.

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* Pricing depends on your needs which we uncover in the discovery step. As a guideline, our fees tends to fall around 2-5% of our clients gross sales.