Face it, you need a business best friend. Or as we like to put it, a BBF*.
As a business owner, we know you’re juggling a lot. We know you need to figure things out in the fastest and least expensive way possible. You need your answers yesterday and your cash flow projections today. We get it.
That’s why we like to keep things simple.
Whether You're a Small Business Owner, Solopreneur, Real Estate Developer, Professional Services Provider, Or A Family Business, When You Come To Us, Everyone Starts With Our Small Business Accounting & Tax Package.
- Online accounting package
- Bookkeeping services
- Monthly management reporting
- Payroll services
- Tax compliance
- Quarterly updates
If You Want More, You Get More. But You Always Get Us.
What that means is this: No matter what stage you are in your business, you will get an accounting software and payroll review. You’ll get regular check-ins regarding the health of your business. You’ll get a business and individual tax return (Form 1040) and additional planning throughout the year.
We pride ourselves in having an extensive tax background that allows us to provide you with a complete financial picture. No matter how complex.
Not only that, we truly become your BBF.
What does that mean exactly? It means New Vision CPA Group becomes your go-to. All of our team members love on our clients.
As CEO, Jody Padar is a strategic advisor and tax specialist who can take your business’ financial goals and bring them to life. With her, you get a strategic coach and enthusiast, a thought leader and small business advocate in the accounting and entrepreneurial world, a financial data analysist and insights wrangler, a driver of technology’s most revolutionary systems, and most importantly, a confidante to handle your most pressing issues as they happen.
All that and she’ll DM with you on Twitter, too.
Let’s be real: Your business is more than your balance sheet or tax return. We understand your company, your vision, your life.
We’re your BBF.
Tax Technical Advisory
Need help with a particular tax transaction? Are you wondering about tax codes specific to your industry? Are you doing business in multiple states and not sure if you have a tax responsibility? Did you get yourself in trouble and need some help navigating the IRS? Don't worry, we can help you through it. We specialize in tax and are experts in planning and IRS resolution. We have the technical skills in tax you need when a complicated issue arises.
It’s not easy running a business. Especially by yourself. In this capacity, Jody becomes part of your management team. Expect to be in close contact; talking weekly or biweekly. You’ll work off dashboards and create budgets, forecast projections and are constantly talking cash flow. You’ll be in control and you’ll have someone helping you throughout all the ups and downs.
It’s all about the business process, here. Without a solid set up, you can’t operate in an efficient and meaningful way. We work with you to create a process that works – whether that be for invoicing, bookkeeping, or another business process. We start with an assessment of your current system to see where you are and make recommendations from there.
High Net Worth Individuals/Family Office
As one piece of your overall family office strategy, we’ll join forces with your attorney and other financial advisors to make sure your needs are met with the utmost sensitivity and attention to privacy. We take care of the everyday so you don’t have to. We’ll pay your bills, manage your taxes, and provide an overall strategic view of your investments. No more headache, we’ll handle it. Just call us your family’s executive admin.
Whether you are someone with an idea or an already established company, we can help get you where you want to go next. And if you don’t know what that is exactly, we can help you think it through. Business model formation, business plan development, budgeting, technology decisions, and succession planning - where ever you are in your business, we will meet you there with strategies, insight, and guidance on moving forward.
Behavioral Financial Consulting
Need help managing your money? Overwhelmed by debt?
These sessions are designed just for you. Whether you’re part of a couple or single, it can often help to have a neutral party to brainstorm and hash out financial challenges. The goal? The power and clarity to make better decisions that suit your future. No matter what it looks like.