CPA Services



For business needing guidance from a certified public accountant

  • - Audit Support

  • - Tax Preparation

  • - Startup and Licensing guidance

  • - Entity Selection



On-going CPA support customized to fit your business needs

  • - Audit and Tax support

  • - Monthly or Quarterly check-ins

  • - Strategy and Planning

  • - Advanced Budgeting and Forecasting



Audit and Tax Support

Revenue Recognition & Guidance

Internal Controls Audit

Financial Review and Preparation

Custom reporting



Accounting Support Add-ons

CFO Services


  • - Budgeting & Forecasting

  • - COGS categorization

  • - Audit Support

  • - Internal Controls Audit

  • - Industry Benchmarking

Controller Support


  • - Payroll Processing

  • - Custom Reporting

  • - Inventory Accounting

  • - Accrual Journal Entries

  • - Cash Flow Reporting

Bookkeeping Support


  • - Accounts Payable: entering bills

  • - Accounts Receivable: invoicing customers

  • - Transaction review & categorization

  • - Collecting on past due accounts

Any questions about Bookkeeping? We are happy to help!

  • Why choose Taction Bookkeeping services?

    Our bookkeeping team is composed of expert bookkeepers and controller/CFO-level professionals. Each month-end close process goes through multiple review phases so we know we are able to double-check our work and comply with Generally Accepted Accounting Principles (GAAP). Additionally, the separation of duties confirms we are protecting your company from fraud. You can trust that you’re in good hands with our team.

  • What’s included in Taction’s full-service bookkeeping?

    As part of our ongoing bookkeeping services, our bookkeeping team categorizes your transactions and reconciles your accounts each month. Our team performs a month-end close process and sends PDF copies of key financial reports including a Profit & Loss Statement and Balance Sheet.

  • Can Taction provide tax advice?

    Although highly trained, our team of expert accountants and bookkeepers cannot represent your business before the IRS. We provide up-to-date profit and loss statements and help you analyze your financial situation, however we do not provide tax planning and strategy services.

  • What accounting software should my company use?

    We work primarily with QuickBooks Online but are comfortable with many other softwares.

    We guide most clients into using QuickBooks Online because of the cloud features and simple, user-friendly interface that allows you to access your reports and data from anywhere. Additionally, you own the software, so if you ever decide to leave Taction’s services you can take your data with you.

QuickBooks Setup With Our Experts

Accounting software is often the foundation of a business. We know how nervous business owners can get over setting up the QuickBooks Online accounting software and we take that stress out of your hands. If this is your first accounting software, we can often get clients setup overnight. Imagine the feeling of knowing that your business is ready to scale with an accounting solution that fits your needs and is tailored to your business.

Focus on what you do best. We’ll handle the rest!

Our expert team provides seamless bookkeeping and on-time financials so you’ll know where your business stands . We’re committed to following Generally Accepted Accounting Principles (GAAP) and ensuring your business is always compliant with IRS rules and regulations. We'll keep your company running smoothly by making sure your financial data is organized and accessible year-round.