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Call us today for help!  (844) 952-7279

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Training and Support for the Tax-focused Financial Advisor

  • WHO WE ARE
    • The Paragon Way
  • HOW WE CAN HELP
    • Tax Franchise Model
    • Federal Marketing Program
    • Advanced Tax Planning
    • Virtual CFO Services
    • Merchant Services
    • Estate Planning Program
    • Workshop Packages
    • CPE Offering
  • RESOURCES
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    • Advanced Sales Team
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  • CONTACT US
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  • WHO WE ARE
    • The Paragon Way
  • HOW WE CAN HELP
    • Tax Franchise Model
    • Federal Marketing Program
    • Advanced Tax Planning
    • Virtual CFO Services
    • Merchant Services
    • Estate Planning Program
    • Workshop Packages
    • CPE Offering
  • RESOURCES
    • Advisor Sign-in
    • Advanced Sales Team
    • New Business Development
  • CONTACT US
  • Search

Free Consultation!

Looking for leads and not sure how we can help? Let’s get on a call and talk through which options would work best for your firm.

Schedule a time

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Virtual CFO Services

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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

Get Started

Schedule a free 30-minute discovery call

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Free Consultation!

Looking for leads and not sure how we can help? Let’s get on a call and talk through which options would work best for your firm.

Schedule a time

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PARAGON TEAM

Stephen Way

Angel Way

George Elias

Mike Cook

Ciara Lister, Esq.

FOCUS AREAS

Tax Franchise Model

Federal Marketing Program

Advanced Planning

Virtual CFO Services

Merchant Services

Estate Planning Program

Workshop Packages

CPE Offering

NEWSLETTER

Contact Us

CORPORATE OFFICE

Paragon Tax Advisory 
1324 Pearl Road, Suite M-1
Brunswick, OH 44212

Schedule a call

(844) 952-7279

 

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