A customized and affordable accounting experience that works for you

Accounting and bookkeeping shouldn't be one-size-fits-all. That’s why we’re changing that

More than just tax filing & reconciling.

Comprehensive CPA services are here. We strive to create a long-term financial strategy tailored to your business while making sure you get the best deal on the market

Bookkeeping

Signing on new clients always feels like a win. But dealing with the number crunching? Not so much. Banis CPA gets a visual of the invoices you have coming in and gives you a clean set of books with full visibility on your profits and taxes

Make your life easy in just a few steps

  • Simply forward all necessary invoices to our designated email to keep them all in one place and start the bookkeeping process
  • Snap a photo of your expense receipts with one of our recommended and secure apps to send to our team

Tax and Compliance

Taxes are unavoidable. But filing them is no longer something to dread every year. Avoid racking up penalties and leave it to us. Whether you’re a small business, a startup, or a freelancer, our team is trained with a standardized process adaptable to your needs.

Reduce your tax burden with our help

  • Automate your tax filings and forget the loaded paperwork
  • Breeze past audits with a custom tax optimization plan

Innovate your business. We’ll take care of the rest.

Finance, Insights, and Analysis

Did you know that 82% of small businesses fail due to cash flow problems? Your invoices and taxes are the tip of the iceberg. That’s why finance analysis is a step you don’t want to miss. Get a full report on your business’s financial health when you work with us.

Get deep insights that a tax-only accountant won’t provide

  • Better understand which services are bleeding profits and which are generating them
  • Learn tips to improve your financial management on a monthly and annual basis

Advance your business with your finances supporting your growth.

Financial Strategy Implementation

You’re all set for takeoff! It’s time to apply the data and insights and put your financial strategic plan in motion. Let Banis CPA be your financial right-hand so you can truly focus on your expertise.

P Streamline your finances from the bottom to the top

    • Bridge the gaps in your money management and protect your earnings as you go
    • Implement new and affordable finance tools that streamline your process and help grow your business

 

Books? Balanced. Taxes? Filed. Financial success and business development? Starting now.

Frequently Asked Questions

An accountant can help your business grow by providing financial insights and strategic advice. They can help you with budgeting and financial planning to help you make informed decisions about your business. Additionally, accountants can help identify cost-saving opportunities, optimize tax strategies, and ensure compliance with financial regulations, all of which contribute to your business’s stability and growth.

Bookkeeping involves the daily recording of financial transactions, including sales, purchases, receipts, and payments. It helps to make sure that financial records are accurate and up to date. Accounting is interpreting, analyzing, and summarizing financial data. Accountants provide insights, prepare financial statements, and offer strategic advice to support business decisions. They also have additional expertise in regulations, tax, and financing. Both functions are essential and play a pivotal role in helping the advancement of a business

Typically, good cash flow management involves monitoring money coming and money going out from your business. You can create a projection of future financial needs, negotiate payment terms with suppliers and/or contractors, and more. And for fast-growing businesses and startups, sufficient financing is crucial for continued success. It’s essential to keep tabs on the standards investors set and tailor your business to their preferences.

Regular financial reviews are helpful in maintaining the financial health of your business. They can help you track performance, identify trends, and make adjustments where needed. Financial reviews also ensure compliance with tax laws and financial regulations, reduce the risk of fraud, and provide a clear picture of your business’s financial position, which supports better strategic planning and decision-making.