Provide Financial Operations Expertise
Your clients want to focus their efforts on customer-facing initiatives so they can continue to grow their company.
At the same time, they want help managing their finances and bookkeeping. Plus, they want help understanding their company’s current financial state and where it stands from a profit and loss standpoint – but don’t have the resources or need to hire a full-time CFO. We can help.
Offer Your Clients Back-office Support
When you join Paragon Tax Advisory Services, you’ll be able to offer your clients:
- Financial expertise to address your clients’ needs
- Access to a full team of CPAs, tax preparers, and accountants
- Seasoned professionals who’ve been providing accounting services for over 25 years
- Virtual or in-person meetings
- Bookkeeping services
- AR or AP processing and management
- QuickBooks setup and integration
- 12-month forecasting
- Payroll
- Financial planning
- Merchant services
- Faster payments
- Lower payment processing fees