Get the Financial Support You Need!

Spend Time Doing What You Love… And, Leave the Books to Us.

CPA MOMS is the “eHarmony” of the Accounting World.

CPA MOMS® specializes in the careful selection and screening of experienced professional CPAs. We find, screen & test CPAs that are moms and connect them to entrepreneurs looking for affordable bookkeeping, accounting or tax solutions nationwide. What makes us unique is our ability to provide business owners with an affordable solution by working exclusively with CPAs willing to exchange high salaries for flexibility.

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I outgrew my
bookkeeper

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I haven’t filed my taxes in a few years

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I’m surprised by my tax bill

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I have no idea where my money goes

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I don’t get accurate or timely financials

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I need a CPA to review my financials

Financial Peace of Mind

Take the Guess Work Out of Finding the Right Professional

Watch this Intro from CPA MOMS Founder:

Note: eHarmony is the registered mark of eHarmony, Inc. and does not endorse, nor is it in any way affiliated with CPA MOMS.

Free Consultation

Complete the form to book your FREE 30 minute phone consultation:

Who Do We Serve?

Whether you are just getting started and want your business to be set up properly by an accounting professional, your business is in early stages and cashflow is tight, or you are a fast growing venture that needs financial systems to help grow exponentially, CPA MOMS® professionals can serve entrepreneurs at all stages. Though we don’t serve government agencies or publicly traded companies, we have accounting and tax professionals with experience across a wide range of industries including, but not limited to: eCommerce, service professions, construction, manufacturing, retail, restaurants, interior design firms, and 501(c)3 organizations. Our CPAs also have specialized experience in the following:

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Real Estate Investors

Complex strategies need comprehensive accounting and tax experts that understands the industry and can help you avoid pitfalls and prepare for growth.

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Franchise Owners

Being able to quickly understand and adapt to fit your franchise model and systems can happen at an individual level or for an entire franchise organization.

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Entrepreneurs

Tired of accountants that don’t get it? You deserve a CPA who understands entrepreneurs, and charges for the value of services delivered, not the time it took.

Testimonials

Real Estate Investor

Complex strategies need comprehensive accounting and tax experts that understands the industry and can help you avoid pitfalls and prepare for growth.

Winery

Deanna hired CPA MOMS® to take her multi-million dollar enterprise to the next level and got the expert care she needed.

Solopreneur

Though there is some upfront setup for any new relationship, listen to what LuAnne, a solopreneur, had to say about finally taking the first step to being free from the confusion and struggle with her finances on a personal and business level.

You can choose to engage a CPA to perform any of the following types of services:

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Full Charge Bookkeeping & Payroll Management

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Accounting/Controller & Financial Reporting

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QuickBooks Setup & Training (Do It Yourself)

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Tax Planning & Preparation

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Cashflow Management & CFO

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Reviews & Attestations (No Audits at this Time)

Meet Some of the CPAs

Most CPA MOMS® professionals are licensed CPAs with an average 16 years of professional accounting experience. You won’t see these powerful women in bathrobes at home. They are highly trained professionals who chose to become their own boss. Most of our CPAs left successful corporate careers at prestigious corporations and Big 4 accounting firms such as PricewaterhouseCoopers, KPMG, Deloitte, and Ernst & Young. Our ongoing training, community and support system allows each professional to work within a network of professionals to support them in serving start-ups to multi-million dollar enterprises.

Danica
ACCOUNTING & REVIEWS

An experienced CPA/CFO with 21+ years of experience advising corporations with complex restructuring & international projects, she has a Masters in Finance & BS in Accounting. Danica specializes in manufacturing, real estate, & more…

Laura
ACCOUNTING

An experienced CPA/CFO, with 20+ years in the accounting/business field focused in federal and state tax, business advisor, and tax planner for business owners. Laura relates to her clients as she utilizes her skills as an entrepreneur, strategist and an innovative CPA because she brings her past experiences as a business founder, cofounder, managing partner and outsourced CFO.
more…

Nicole
ACCOUNTING

An experienced CPA with 8+ years of accounting and finance background with an extensive knowledge in SOP, financial metrics and business compliance in the retail field. Nicole is also a US Marine Veteran that is bilingual in Spanish. Her analytical and self-motivated skills have served her well in providing financial support from field technicians to CEO. more…

Dangers Of The Low Cost Bookkeeper

Dangers Of The Low Cost Bookkeeper

    For those that have never gone through the process of replacing their bookkeeper or have never worked with a professional accountant, let us share some of the lessons we learned the hard way. When we started our company, we were an accounting firm that...

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Tax CPAs Do Not Review Your Books

Tax CPAs Do Not Review Your Books

    Some business owners are relieved because they have a qualified tax CPA filing their returns. Well, I hate to break the bad news, but by design a tax CPA is there to help business owners reduce their tax liability. Tax CPAs generally don’t review the...

read more
Your Estate Planning 30-Day Challenge (2019 Edition)

Your Estate Planning 30-Day Challenge (2019 Edition)

As a giveback to our entire community, many of who are professional working moms, we are hosting a 30-Day Challenge for anyone who wants to complete your Estate Plan, which includes life insurance. I have been involved in two probate situations during my lifetime,...

read more
CAREER: COO

CAREER: COO

Chief Operations Officer This Integrator COO is the right hand to a Visionary CEO. This position will be formally open soon. The intention is to fill this position Q3 of 2019. Please check back with a more formal job description soon. If you would like to apply now,...

read more

Feeling Neglected by Your CPA?

Most traditional CPA firms have hundreds of clients per CPA. CPA MOMS® professionals have an average of 15 clients. Each CPA can give you the customized service, personalized care, and attention you deserve.

Ready for Personalized Care?

Book Your Free Phone Consultation

How It Works

Our way…designed by an entrepreneur for the entrepreneur… We like to keep things simple. After submitting your interest for a free phone consultation, one of our CPAs will contact you to evaluate your needs, and to provide you with a quote that fits your budget. Our custom, value billing model is designed to eliminate your experience of being nickeled and dimed. You are never forced into a plan or package that includes services you don’t need. Our CPAs aren’t the cheapest solution in the market, but can stand behind being the greatest value in the market.

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Step 1

After you complete the free consultation form, one of our analysts will assign you to a CPA that best matches your business needs. Your assigned CPA will contact you within 1 to 2 business days to book your consultation.

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Step 2

In your consultation, the CPA will assess the scope of work with your budget to provide a written proposal & quote. If you have existing books, she will likely need to review your books prior to providing you a quote.

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Step 3

You’ll review the written proposal & quote with your assigned CPA and make any modifications, if necessary. Upon alignment, formal engagement letter, payment approval, and billing agreement forms will be emailed.

Frequently Asked Questions

Is there any cost for the CPA match?

No. The CPA pays for the match. The Marketplace is free to business owners.

Do any of the CPAs in the network work on-site?

Very rarely. Given the national footprint and extensive effort it takes to find a professional that is within driving distance to your office, we have chosen to only match to virtual CPAs. Also, the reason we attract such high quality talent, is that we offer them flexibility and ability to work from home. If we are able to match you with a local accountant, some CPAs will arrange a face-to-face meeting. Please note: all of the services are delivered virtually, so the overhead savings are passed to you.

Will the CPA I am matched with be an expert in my industry?

We do our very best to match you with a professional with your industry expertise; however, depending on your stage of business, accounting can be universal in many industries. For example, if you are an acupuncturist, you don’t need a CPA that has experience with the acupuncture, but rather someone with experience working with professional service providers. All of our Marketplace CPAs can work with any professional service provider. There are a few specialty industries with unique needs like real estate investors, construction, interior design firms, manufacturing, retail, restaurant, 501(c)3, eCommerce and a few others that we will ensure that you are matched with an expert in that industry.

What accounting software will my CPA use?

CPA MOMS® has invested heavily in the research and use of the latest cloud-based technology, and specialize in supporting CPAs in the custom selection, integration and migration of systems for optimum performance and efficiency. The CPAs support any variety of accounting systems such as QuickBooks, Xero or Wave that make the most sense for your business, along with dozens of cloud-based business plug-in modules for ecommerce, billing, time tracking, invoicing, payroll, CRM, marketing, inventory management, property management and more…There are a few software platforms that are not supported because they are not designed for businesses like Mint. Many entrepreneurs use their merchant platform as an accounting system. Due to specific procedures performed to ensure accuracy of your data, the CPAs will always use a professional accounting software which is integrated with your chosen merchant. If you are ready to leverage technology in your business and want more freedom from paper, manual billing, invoicing, banking and save countless hours each year on unnecessary bookkeeping, ask your CPA for recommendations to streamline your business.

Do you have bookkeepers or only licensed CPAs?

For your bookkeeping needs, our Bookkeeper Moms™ division provides bookkeeping services with highly screened professionals that start as low as $195 per quarter. In many cases, the CPAs provide bookkeeping services at affordable prices. Though we long resisted having unlicensed bookkeepers on our team, we listened and designed one of the most rigorous bookkeeping screening processes in the market. Unlike QuickBooks Pro Advisors (which only require that you pass a multiple choice test), our bookkeepers are required to pass a live QuickBooks observation, technical test and extensive interview. Only 10% of the bookkeeping applicants make it through our screening to become part of our team. The scary part is the remaining 90% who are not sufficiently qualified bookkeepers are out there serving entrepreneurs just like you. Most of our bookkeepers are on track to becoming licensed CPAs and have met the education requirements, and/or experience requirements, and/or have passed part of all of the CPA exam.

How does the matching process work?

When you complete the free consultation form, on the second page, we will ask you a series of questions that will enable us to narrow the possible best matches to a handful of pre-screened CPAs in our network. This is important to ensure that we take into considerations your preference and budget. After that we, use our own proven methods to weigh additional variables such as industry, type of service, size of company, CPA availability and more to narrow the pool to the best match. You will be matched with one solo-practitioner or firm depending on your needs so you don’t have to waste time interviewing multiple candidates. Because we have already pre-screened everyone extensively, you can be sure that anyone that you are matched to is highly qualified.

Ready for Personalized Care?

Book Your Free Phone Consultation

ABOUT US

HOW WE WORK

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Best House Renovation

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We are an effective team

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We pay attention to all small details

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Latest Technology

Happy Customers

Offices in the world

Expert members

Working hours

MEET OUR TEAM

WE ARE PROFESSIONALS

John Doe

John Doe

Managing Director

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Angelica Stewart

Angelica Stewart

Human Resources

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Patrick Johnson

Patrick Johnson

Head of Construction

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Patrick Johnson

Patrick Johnson

Interior Design

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