Tax PreparationTax PlanningAudit & AssuranceAccountingCFO & Advisory
Virtual CPA Firm: Audit, Tax Preparation, Tax Planning & Accounting
Your Virtual CPA helps business owners, nonprofits, families and professionals make clear decisions about tax preparation, tax planning, audits, accounting and advisory work, handled entirely virtually, nationwide.
Free initial consultation · No obligation
Explore our services- Licensed CPA firm
- Licensed in multiple states
- Fees quoted upfront, in writing
- A reply within one business day
For nonprofits, associations, contractors, schools, HOAs, benefit plans and growing businesses. Industries we serve
Financial statement audit
- Planning & scope
- FieldworkIn progress
- Draft report & review
- Final report & debrief
Next from your CPA
Two follow-up questions on grant revenue. Everything else on the request list is in.
One financial partner, every stage
Clarity for your numbers. Confidence for your decisions.
Don’t just see your numbers — understand them. Our services are organized around what you need from them: staying compliant, knowing where you stand, and deciding what comes next.
- 01
Stay compliant
Audits, tax filings and financial reporting for your board, funders and lenders — planned with you and delivered on schedule.
- 02
Understand your numbers
Clean books and clear monthly reporting, so you know what happened and why.
- 03
Plan what’s next
Forecasts, budgets and a CPA in the room when the big decisions get made.
Audit & Assurance
Clear audits. A process you can follow.
Independent audit and assurance from licensed CPAs — with the planning, communication and technology that keep the engagement moving and respect your team’s time.
- Licensed CPAs on every engagement
- Experienced audit team
- A clear plan and a visible status
- Industry experience
Engagements we perform
- 1
Scope & plan
We learn what your board, funders or lenders need, agree the timeline and fee in writing, and send one organized request list.
- 2
Fieldwork
Documents come in through one organized, structured process. You see what’s outstanding — no repeated asks, no chasing.
- 3
Findings, early
Questions and potential adjustments are raised as we find them, not saved for the final week.
- 4
Report & debrief
You receive the report with a plain-language walkthrough of what it says and what to improve next year.
How we work
Technology-enabled. CPA-led.
Technology handles the busywork, so our CPAs can spend their time where it matters — on your numbers and your questions. You get the rigor of a professional CPA firm with an experience that respects your time.
Your CPA should help you understand what happened — and what comes next.
Modern technology
- Organized document exchange — one request list, not a chain of emails
- Status you can see, so you always know what’s done and what’s next
- E-signatures and digital workpapers that keep engagements moving
- Works with the accounting systems you already use, like QuickBooks Online and Xero
Experienced CPA judgment
- Licensed CPAs plan, perform and review the work
- Direct access to the people on your engagement — no call centers
- Questions raised early, in plain language
- Advice that connects what happened to what you should do next
Industries we understand
Experience across the organizations we serve.
- Nonprofits & associationsFinancial statement audits, Single Audits, Form 990 and grant compliance.
- ContractorsAudits, reviews and accounting for construction and government contractors.
- Churches & ministriesAudits and reviews for congregations and faith-based organizations.
- SchoolsAudits for charter and private schools, and the boards that oversee them.
- HOAs & condominiumsAnnual audits and reviews for associations and their boards.
- Employee benefit plans401(k) and other employee benefit plan audits.
What happens next
A clear start, in four steps.
- 1
A consultation
Tell us what you need and why. We ask about your organization, your deadlines and the state of your records.
- 2
A written proposal
You receive the scope, timeline and fee in writing before any work begins.
- 3
An engagement letter
We agree the terms together, so there are no surprises on your invoice.
- 4
Work begins
You get one organized request list and a CPA you can reach directly.