GP CPA Business Advisor

by | Nov 13, 2018 | Blog, Guides | 0 comments

GP CPA recently met with a prospective client and when the topic of being a business advisor came up, we heard an interesting point of view. The potential client was specifically looking for a professional that would offer more than [just] tax & accounting services and could provide actual advice on business strategies. It looks like someone has been reading our blog!  

The buzzword “Advisor” or offering “Business Advisory Services” have been trending for a while now. Traditionally, (a word CPA’s lovingly rally to) the advisory titles and services were the exclusive territory of “consultants” and ex-auditors, although that is changing. We have long joked at GP CPA that those who can’t do for themselves often “consult” to others. The main reason that advisory services are trending and predicted to be the next thing for CPA’s (again, the ROBOTS ARE COMING for OUR JOBS) is the move toward analytics and working with large amounts of data to make decisions. Software platforms like Fathom, or Futrli, or ’s own Malartu are all making the ability to aggregate and segment data for large and small organizations less time-consuming. For anyone who has ever sat through a presentation that was built around a custom Excel sheet or had to create that custom Excel sheet, the experience was less than pleasant. If you want to lose an audience fast, give a CPA a spreadsheet and tell them they have to explain it to a client without looking at their shoes!

The data aggregation platforms all connect with cloud accounting platforms, point of sale systems, CRM, and to provide a dashboard of information that is perfect for those of us with short attention spans. Having a CPA, like GP CPA, using these platforms for your benefit is the best way to maximize the benefits from the data analytics. We find that using a platform like Malartu or Fathom allows us to answer the really hard questions our clients ask us. Such as, “How am I doing this year?” or ”what do we need to buy to make that tax bill go away?”

Let’s bring the power of analytics to your business endeavors and start answering those hard questions with simple answers. Unless of course, you enjoy hearing “it depends” from your all the time. Switching to GP CPA as your advisor will at least change that answer from being the stock response.

MORE ARTICLES FROM OUR BLOG

2019 – Happy New Year

Welcome to 2019! We start the year off a little ominously; a partial government shutdown, looming international trade issues, and a rollercoaster stock market. All of these trending topics seem to make 2019 seem a little too much like 2009. And with the start of a new...

What the Section 199A is about in new Tax Cuts and Jobs Act tax reform

Dear Landlords & Real Estate Titans: The Tax Cuts and Jobs Act tax reform added new tax code Section 199A, which created a 20 percent possibility for you if your rental property (a) has profits and (b) can qualify as a trade or business. As the law...

GP CPA Business Advisor

GP CPA recently met with a prospective client and when the topic of being a business advisor came up, we heard an interesting point of view. The potential client was specifically looking for a professional that would offer more than [just] tax & accounting...

Let’s talk about Basis!

” is a loaded word for accountants. It is very much described in the same regards as “time”, in that there never seems to be enough time when it is needed most. For many S-corp shareholders, is starting to come into play at tax time and many are unprepared...

TCJA Allows Bonus Depreciation on Purchase of Leased Vehicle

Allows Bonus on Purchase of Leased VehicleBefore the Tax Cuts and Jobs Act (), your purchase of the vehicle you were leasing did not qualify for either Section 179 expensing or bonus . But times have changed. The made two changes...
H. Johns
H. Johns
21:58 13 Jul 19
This firm is absolutely the best that I've dealt with when it comes to CPAs and financial advice. I'd gone to another CPA in the area for help with my small business during tax time, they stopped communicating and I was left with important documentation not filed and a lot of anxiety around what to do. My appointment with Justin was set up quickly and I was in within a couple days to sit down with him. When you first meet him, you get the impression that he's incredibly intelligent and knows what he's talking about. He took the time to guide me through each and every step that I needed to take to move forward and actually ended up saving me money. I am so grateful to him for his knowledge and professionalism. Total life saver! If you're a small business owner, you should not be taking your time, money or business anywhere else but GP CPA and their crew 🙂read more
Tina Simmons
Tina Simmons
13:38 17 May 19
This team is dedicated to their clients and committed to understanding your business and sharing their knowledge to help you succeed. I love working with these folks, they take the worry and uncertainty out of accounting and !read more
Bravo4 Autowerks
Bravo4 Autowerks
12:55 08 May 19
Gary and his team have been fantastic for me and my business. They respond well to all my questions, are very helpful and of course keep my financials in order. Highly recommended.read more
Queen City Newborn Care
Queen City Newborn Care
15:57 02 Apr 19
I was drowning before I met Justin. He totally transformed how I run my small business and has gotten me organized in ways I didn't even know were possible. I am so grateful for his advice and suggestions! This company is worth every penny.read more
Dennis Bloomberg
Dennis Bloomberg
16:01 26 Mar 19
Unfortunately, I found GMP when my mother passed. She had a trust set up and I had no experience with one. I received excellent advice prior to filing , that allow for the transfer of assets with little tax implication. The tax process was simple for me, Justin took over once he had details and cleared up all question from filing our . Thank you for a job well done!read more
Natalie Knight
Natalie Knight
15:35 21 Nov 18
is up to date on technology. They handcraft a platform that works best for your company's accounting services. We really appreciate how hands on and quick their team is when replaying to any type of correspondence. Simply put, they care and want your company to succeed.read more
Ashlyn Lelej
Ashlyn Lelej
14:39 21 Nov 18
I highly recommend Justin at , CPA for all of your accounting and tax needs. I've been a client for over two years, and have been consistently impressed with their dedication to helping my business grow and be financially successful. His advice is invaluable. Thank you!read more
Bobby Nguyen
Bobby Nguyen
22:23 20 Nov 18
My partner and I started our very first small business last year. Justin has been a blessing to us. Being new at all of this, we didn’t understand much of how business work. Justin explained and answer all of questions that we have. He took care of everything for us throughout the year and have made life so much easier for us. I couldn’t have asked for a better CPA. Highly recommended!read more
Next Reviews

CATEGORIES

Tax Cuts & Jobs Act Nov Update
GP CPA 2018 Year End Calendar
How would like to contact us?