Who We Are And Who We Serve

Mar 12, 2021 | CPA Blog |

 

If this is your first introduction to CPA MOMS, welcome!  This blog will hopefully help you to learn a little more about who we are, what we do, and who we serve. 

 

Here’s a quick index:

    • Who we are and who we serve
    • How we serve business owners
    • How we serve accountant moms
    • The franchise opportunity
    • To find out more

  

 

Who we are and who we serve


CPA MOMS was founded about 12 years ago by Mayumi Young, a CPA and entrepreneur.  She saw first hand the need that businesses had for talented accounting professionals and knew there had to be a better way to meet those needs as well as a way to serve the underserved community of talented accountant moms that she got to know and work with. To fulfill the need on both ends, she founded CPA MOMS.

CPA MOMS is a national company servicing business owners who are looking for talented accountants for their accounting and tax work AND we also service talented accountants who are looking to work virtually and who want to build their own practices; something that so many accountant moms are looking for during these unprecedented times.

As you know, every successful company needs a mission and at CPA MOMS our mission is to bring families together.  We support business owners and entrepreneurs as they grow their businesses and more importantly, we support accountant moms trying to have both a career and a family.

 

 

How we serve business owners


It doesn’t matter whether your business is just starting and you want an accounting professional to help you to set it up properly, your business is in early stages and cash flow is tight, or you are a fast growing venture that needs financial systems to help grow exponentially, CPA MOMS® professionals are equipped to serve business owners at all stages.

A NY Times article from February 2020 discussed why you need to be careful when choosing an accountant.  The article explained that each year, the I.R.S. compiles a “Dirty Dozen” list of tax scams. Although the scams are wide-ranging, many of them include actions taken by shady tax preparers, such as promising inflated refunds, falsely claiming deductions and credits, or encouraging clients to avoid their tax obligations.

Unfortunately, just about anyone can become a paid tax preparer. Most states frankly have few to no requirements for certification, training, or even competency testing.  We get all the concerns you might have with choosing an accounting and tax professional which is why we take the guesswork out of it for you.

We do the vetting process for you, because we will only assign you to an official CPA MOMS Franchisee.  This means that the CPA you are speaking with for your initial 30 minute free consultation has chosen to grow their CPA firm with the support of CPA MOMS.  

We put our name on their firm because we’ve certified their ability to provide only the highest service to their clients.  We’ve already done full background checks and tested their accounting and tax knowledge.  We have also provided them with technology and operation support services so that they can stay focused on performing their accounting and tax services for their clients and not be sidetracked working on their business growth and operations.

As business owners, we know your time is limited and that you want to get back to the business of running your business.  That’s why we’ve done the background checks, the competency tests and offer a unique advantage for you to hire a CPA with the strengths of a large CPA firm but without the high service fees.

All of our accounting professionals work virtually, making it incredibly easy and efficient to provide you with any level of service that you need.  From bookkeepers, to CFO’s, to tax preparers, we can support you, your company, and the legacy that you want to leave your family and future generations to come.

We have accounting and tax professionals with experience across a wide range of industries ranging from real estate, eCommerce, service professions, franchising, construction, manufacturing, retail, restaurants, interior design firms, and 501(c)3 organizations, to name just a few.

Let’s face it, your business is probably like your baby, therefore trust is a huge factor when choosing an accounting professional.  We completely understand that, which is why our talented CPA MOMS franchise owners are such a great and affordable option. 

 

 

How we serve accountant moms


When founder Mayumi Young, CPA saw the need to provide the ability to work virtually for the highly intelligent, hard working and underserved community of accountant moms that she came in contact with, she knew there had to be a better way to help accountant moms not have to choose between having a career OR a family.

She wanted to provide a place for talented accountants who wanted flexibility and independence, yet still wanted to be a part of a community and have peer to peer support.

At CPA MOMS we are a mission-driven organization that invests heavily in creating flexible, virtual work environments so accountant moms can raise their kids and have a career.

We are incredibly proud of the social impact we have had with so many families and look forward to empowering more accountants and their families.

The way we serve accountant moms is by offering different paths whether you are looking for virtual, flexible work, whether you are looking to go out on your own and need someone to mentor and guide you through the process, or whether you already have a firm and want to grow by building a team and putting systems and processes in place in order for you to have the business and the legacy you desire.

No matter how far down the path you are, or how far you want to grow, CPA MOMS has resources to support you along the way.

We also have an incredibly supportive community that you can join for free.  As part of our community you’ll receive an informative weekly newsletter, you’ll have access to our private Facebook community providing peer to peer support, you’ll have networking and training opportunities with other accountant moms and much more. 

The most important way we serve accountant moms is offering a “done with you” ability to have your own accounting practice while also being able to be there for your family.  The opportunity to franchise with CPA MOMS is something we’re passionate about in order to help accountant moms have both an accounting career and a family.

 

 

The franchise opportunity


Over the years CPA MOMS founder, Mayumi Young, CPA saw the struggle that so many accountant moms had, trying to find jobs that offered flexibility, that allowed for career advancement, and that supported them balancing an accounting career with having a family.  So many of these moms experienced gut wrenching mom guilt as they tried to have both a career and a family.

These hard working, intelligent women either wanted to go out on their own and didn’t know how, or already had their own small practice and wanted to grow but didn’t have the support they needed. 

For this reason, CPA MOMS launched a “done with you” opportunity for accountant moms to create their own practice or grow the practice they already have so they don’t have to do it alone.

This enables CPA MOMS to help build CPA practices, allowing the CPA to retain ownership of the practice.

A few years ago Mayumi started what she called the “agency” within CPA MOMS.  This is where CPAs and CPA firms could receive leads, training, technology support, as well as additional coaching.  This proven concept is really what’s behind CPA MOMS franchise model.  So although we only started offering franchise opportunities in 2020, we’ve actually been perfecting our unique, successful model for many years.

You may already know a little about other franchise businesses, but here’s how the CPA MOMS franchise stands out:

 

  • Our technology advanced and extremely comprehensive franchise model offers a year of training where most franchises offer 1 day to 1 week of training.
  • We offer a turnkey franchise, which includes lead generation for our franchisees, where most franchisors do not offer leads.
  • We have custom built technology (created by accountants for accountants). Most franchises do not offer technology.
  • We have real world applied learning and ongoing “on-the-job” training, where most franchisors provide only a help desk after the initial training, which means you are never alone.
  • Lastly, we have a recognizable brand and leverage that brand to create national partnerships, and more!

 

In essence the franchise offers you the opportunity to learn the “business of accounting” so you can add more value to your clients and spend more time with your family.

It provides you with the technology and operation support services you need so you can stay focused on servicing your clients rather than being sidetracked on working on your business growth and operations.

We also provide continuous mentoring and support to ensure that you are focused on growing yourself, both professionally and personally, while maintaining your firm and providing the high quality service that business owners expect from the CPA MOMS brand.

So if you are a business owner, there is an affordable option for getting your accounting needs met AND if you are an accountant mom, there is a way for you to be there for your family while you grow your accounting career.

 

 

To find out more


If you are a business owner, you can find out more HERE

If you are an accountant mom, you can find out more HERE

If you have any questions, you can always contact us directly at community@cpa-moms.com