Consulting Services

We help you focus on what matters most.
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At AM CPA we know that the modern-day business needs more than the traditional financial statement maintenance or tax prep. We offer a variety of consulting services to meet our client’s needs. We take an educational approach with our business owners, so they are prepared and empowered to run their enterprises.

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Jump Start

This service offering is perfect for first time business owners that need professional guidance. This is a one time, one hour consulting service to help you get started on your entrepreneurial path.

Make it Count

This series is designed for small to mid-sized business owners that do not require financial statements assistance, but need the guidance of an Accountant throughout the year.

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Quarterly check ins with your dedicated Accountant will help you achieve your entrepreneurial dreams.


S Corp Transition

One of the questions we are asked the most by business owners is “what business entity structure is the right fit for me?” We are here to help determine that with you. For a lot of growing small to mid-sized

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businesses one hurdle is transitioning from a schedule C to an S Corp. We can help determine if an entity transition is the right fit for your business and work with you to ensure it is done properly.


Quarterly Estimated Payments (QES)

Are you new to the small business world or having success investing in crypto or stocks? We can work with you determine if paying your taxes quarterly is the right fit for you and get your

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quarterly estimates prepared. We focus on educating our clients on why and how to utilize quarterly estimated payments. Please note our annual returns come with these payments when applicable.


Small Business Consulting

Running a small business can be overwhelming, and getting the financial side of things right can make or break your business. Whether you’re just starting out or trying to improve your processes,

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our Small Business Consulting services can help. With our personalized approach to consulting, we help you decide on the financial processes and practices that will set your small business up for success.

  • QuickBooks Setup / Accounting Systems Configuration

  • Budgeting and Cash Flow Analysis

  • Cost/Pricing Analysis

  • Business Operations and Documentation

  • Accounting Systems Training/Coaching

  • Business Set Up

  • Succession Planning


Tax Advising and Strategic Planning

The best way to take the stress out of taxes is to have a plan to deal with them. With our tax strategy and planning service, you receive a customized plan for your money that maximizes

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the money you keep on tax day. Whether you have a small business or need a plan that simply meets the needs of your family, we have the knowledge and the skills to help.

Every case is different, but with our expertise and emphasis on personalized service, we can create a plan to help plan for various aspects of your finances.

  • Financial Planning and Reporting

  • Entity Structure Planning

  • Income Strategies

  • Retirement/Benefits Planning


More Information

Are you interested in any of our Business Services? Drop us a note and we’ll
be sure to contact you and help answer your questions.

Frequently Asked Questions

AM CPA is more than just an accounting firm. We’re a partner who is invested in your success. Unlike other accountants, you won’t just hear from us when it’s tax time or when we need a number or a form. We take the time to get to know you and your business, so we can help you and your company on the road to success.

We won’t just call you at tax time. If you select our full-service options, you can expect to hear from us once a month, but don’t be surprised if we check in with you more often. We believe relationships are the foundation for success, and you can’t build a relationship on a once-a-year phone call.

Don’t hesitate to reach out to us if you have a question that needs a 5-minute answer. We aren’t going to nickel and dime our clients for every contact we have with you. We view you as our partner, and partners have access to each other. Questions requiring more extensive work on our part may result in charges, but if you need a simple answer to a simple question, don’t hesitate to contact us.

We provide personalized service based on our relationship with you. We promise to get to know you and to understand your business. We will always be on the lookout for ways to make the financial side of things easier and more efficient for you. We won’t hesitate to contact you if we encounter a solution that can help you.

Relationships are a two-way street. We’re looking for clients who want more than just an accountant. They want a partner, someone who can ease the burden of dealing with the financial side of things. We’re looking for long-term relationships with our clients.

While accountants and CPAs often do similar things, there is a difference between them. Certified public accountants must pass their state licensing exam to become a CPA. CPAs must also meet continuing education requirements each year, which means a CPA is always up to date on the latest topics and trends regarding accounting practices.

Your AM Tech contains all your personal tax documents. You can access it by clicking here. Then enter your user name and password.

To retrieve your AM Tech user information click here and select “Reset Password”.