Tax Management

  • Tax Return Preparation.
  • Tax Planning & Advising.
  • Projections & Estimates

  • IRS Representation.


  • Bookkeeping.
  • Controllership Services

  • QuickBooks Bootcamps.

  • QBO Subscriptions at 50% off.


  • New Employer Setup for Payroll.

  • Ongoing Managed Payroll Services

  • Handling Payroll Notices .

  • 1099 Compliance.


  • Establish KPIs & Metrics
  • Business Plan Development.
  • Forecasting and Budgeting.
  • Exit Strategies.

Need a personalized solution?

ConciergeCPAs has been providing accountancy services and advice to us for over 7 years.

I couldn’t imagine running my business without the Concierge CPA team.

They manage our bookkeeping, taxes, payroll, and benefits payments, as well as help us navigate policy changes, make little and big financial decisions, and make strategic decisions about our future.

Concierge CPAs has been a key component of Sangfroid Strategy’s growth since the beginning, and we could not recommend them enough.

Heather Lenz

Founder – Sangfroid Strategy

Get A Chance To Sit Down With Us One On One.

Schedule Your Free Financial Discovery Session Today.