Direct access to the professionals responsible for your work. ZumCPA is a specialized virtual CPA firm serving real estate professionals, high-net-worth professionals, healthcare practitioners, and established business owners.
Tax Preparation
ZumCPA provides federal and state tax preparation for individuals and businesses that want their returns handled by a CPA firm through a clearly defined, transactional engagement.
You know the scope of the engagement and the fixed price before we begin.
For select individual clients whose circumstances warrant a more proactive approach, we also offer separate Individual Tax Planning engagements.
Accounting Services
As a business grows, keeping the books current is only part of the job. Owners need dependable accounting, timely financial reporting, professional review, and someone who understands how the pieces fit together.
Our Managed Accounting Services Package provides established businesses with a complete, CPA-led accounting function through one predictable monthly subscription. We manage the accounting, reporting, and financial close so business owners gain reliable financial information without hiring and managing an internal accounting team.
Designed primarily for businesses generating $750,000 to $3 million in annual revenue, the package brings accounting, reporting, business tax planning, and ongoing advisory support together within one recurring relationship.
Depending on the engagement, services may include:
You run the business, we manage the accounting function.
The purpose of managed accounting isn’t simply to produce another set of financial statements. It’s to give your business a structured accounting function with defined responsibilities, professional oversight, and financial information you can use to make informed and profitable decisions. We take responsibility for the accounting work within the scope of our engagement.
Outsourced CFO Services
There is a point where accurate accounting and tax planning are no longer enough. Growth, financing, major investments, changing margins, expansion, and other significant decisions can require deeper financial analysis and forward-looking support.
ZumCPA’s Outsourced CFO Services provide that additional level of financial leadership.
Depending on the engagement, CFO services may include:
A Select Existing-Client Service
Outsourced CFO Services are not offered as a general-entry engagement. They are available selectively to qualified existing ZumCPA clients when the complexity of the business and the decisions being made justify CFO-level involvement. This allows the CFO relationship to build on accounting and tax information we already understand—and allows ZumCPA to protect the Managing CPA capacity these engagements require.
When we say you should expect more from your CPA firm, “more” should mean something.
You have access to the CPA responsible for your engagement not just during the initial consultation, but throughout the relationship when professional involvement is needed.
Technology and accounting professionals help us work efficiently. Professional judgment remains where it belongs, with the CPA responsible for your engagement.
You have one consistent point of coordination for your relationship, helping keep requests, documents, deadlines, and communication organized.
Work directly with experienced professionals who understand your business, not through layers of staff. You get the expertise, accessibility, and personal attention your business deserves.
We intentionally limit recurring client relationships so growth doesn’t come at the expense of professional involvement, responsiveness, or service quality.
Our Tax Preparation service provides a clearly defined, fixed-price engagement without requiring an ongoing accounting relationship.
Explore Tax PreparationZumCPA works with individuals and businesses that value professional involvement, responsiveness, and a long-term relationship with their CPA firm.
Tax and accounting services for real estate professionals and business owners dealing with multiple activities, entities, investments, and increasingly complex financial reporting.
Tax preparation and selective tax planning for professionals whose income, investments, business interests, or financial circumstances require more attention than a routine tax-filing relationship.
Tax, accounting, and advisory services for independent practitioners, practices, and healthcare business owners who would rather focus on their work than manage an accounting function.
CPA-led accounting and advisory support for entrepreneurs whose businesses have outgrown basic bookkeeping and need a more structured financial operation.
Complete a brief qualification form covering your tax situation, business, current accounting environment, and the services you’re seeking.
We review your information to determine whether ZumCPA is the right firm for you and which service relationship is appropriate.
Qualified prospective clients speak with the professional responsible for evaluating the engagement and determining the appropriate scope.
If we’re a mutual fit, you’ll receive a clearly defined engagement outlining responsibilities, deliverables, timing, and fees before work begins.
Your CPA firm should do more than complete the work and disappear until the next deadline.
You should know who is responsible for your engagement.
You should know who to contact when you have a question.
And when your financial needs become more complex, you should have a CPA firm that already understands the relationship and can provide the appropriate next level of support.