Clients
Our Clients
Our clients have better things to do than worry about their finances. That’s why they rely on CAEA for:
- Insight and understanding that comes from reporting; a financial plan that takes into account exactly where their business is and what it needs to grow.
- An experienced accountant who understands what they do and their individual needs.
- Proactive support to help their business become profitable, and then use that profit to grow their business.
Tailored Financial Solution for Your Industry
Clients in a wide variety of industries work with us to automate their financial data in QuickBooks to ensure that everything is accurately recorded and categorized. But it’s not just about pulling the data.
When you work with CAEA, you’ll be able to see and understand your entire financial picture and how it’s affecting your business’ growth goals. Armed with this insight, you’ll have exactly what you need to make smart business decisions.
Below are just a few of the industries we support with our accounting, bookkeeping, and tax prep services.
“Every small business should have an accounting department, led by an experienced, qualified, and savvy professional that possesses the best knowledge to limit the impact of business and personal taxes so that most of what’s earned is kept…and, just in case the IRS comes asking questions, your accounting head should be able to represent and speak for you! That’s what we have in CAEA…Confidence in their knowledge, skills, and abilities that can take us to the next level of growth and success!”
“Christa [and her team are] truly the full package – highly knowledgeable, proactive, and able to proficiently provide a complete scope of services business and personal. We always feel very at ease knowing that she is able to accurately project our numbers so that we are never caught off guard. Her responsiveness is second to none!”
Healthcare Services & Medical Professionals
Are you a physician struggling to keep up with the financial demands of running a practice while focusing on patient care?
Perhaps you’re unsure how to best allocate your profits, establish a reasonable salary, or set up the right legal entity for tax efficiency?
At CAEA Tax & Accounting, we specialize in helping healthcare professionals like you streamline your finances, understand your financial reports, and plan strategically for growth. Let us handle the complexities of tax planning and expense tracking so you can focus on what matters most—caring for your patients.
Clients in the healthcare industry include:
- Dentists & Orthodontists
- General & Specialty Physicians (small to medium-sized practice)
- Physical Therapists
- Dermatologists
Services most useful to businesses in this industry include tax planning and savings, asset and expense tracking, streamlining, organizing, and automating systems.
We also help clients understand what to do with their profits, including advising on the best entity type, how to make withdrawals from the business to be compliant with the IRS, why to take a salary, and how much to take.
Call CAEA today at 770-554-7024 to schedule your personalized consultation and ensure your practice is on the path to financial success.
Professional & Specialized Services
Is managing cash flow and keeping up with costs becoming a challenge as your service business grows?
Are you uncertain about how to effectively track profits or structure your business for long-term success?
Whether your business offers B2C or B2B professional services, CAEA Tax & Accounting provides tailored financial guidance to help you maintain a healthy cash flow and achieve your profit goals. We simplify your financials so you can concentrate on building your business and serving your clients.
Clients in the professional services industry include:
- Building and office cleaning/maintenance
- Business support services
- Pet services
Clients in the professional and specialized services industry often get support with cost management, cash flow, and profit goals, using Quickbooks to organize and track profits. We also provide tax planning and help advise clients on the best entity type, make withdrawals from the business in compliance with the IRS, and understand why to take a salary and how much to take.
“I previously handled our books, but it became a big burden. It was such a huge weight off my shoulders when we found Christa. She always gives prompt, professional, and accurate service. She’s very responsive to any questions we may have and serves as a well-informed and resourceful guide through uncertain economic times.”
“With Christa, we knew we had found someone that was not only reputable and conscientious but could grow with our business. We value having all of our needs met in one place, handled with complete accuracy and punctuality.”
“Christa and her staff are wonderful! They handle our payroll and taxes and have made my life much easier. As an Enrolled Agent, Christa is very knowledgeable regarding the constantly changing tax laws, and proactively suggests ways to reduce our liabilities. I always feel comfortable recommending new clients to her.”
Let’s streamline your operations together. Call CAEA at 770-554-7024 to set up a consultation and start building a more profitable future for your business.
“I started using CAEA in 2013 and can honestly say they cleaned up my books and have made my life much easier. Thank you CAEA!”
Wellness & Personal Services
Do you find yourself overwhelmed by the financial side of your wellness or personal service business?
Are you unsure how to track expenses or choose the right legal entity to protect your profits?
Your one-on-one attention gives your clients confidence, whether you’re supporting their health and wellbeing or giving them a brand new look. Our clients have that same level of confidence in CAEA because they have a thorough understanding of their finances and guidance on setting and achieving business goals.
Clients in wellness and personal services industries include:
- Massage therapists
- Natural medicine
- Hair salons
These clients often benefit from support with profit and expense tracking, choosing the best entity type for their needs, tax planning, how to make withdrawals from the business in compliance with the IRS, why to take a salary, and how much to take.
Get the clarity you need to grow your wellness business with confidence. Reach out to CAEA Tax & Accounting at 770-554-7024 today for a personalized consultation.
Advertising, Marketing, & Sales
Are the complexities of tracking income and expenses across multiple platforms holding you back from growing your advertising or marketing business?
Do you need help ensuring your financials are accurate and ready to support your next big move?
You help your clients get attention to their products and services. When it’s time to focus on your finances, you should know that you’re getting the right attention, too. We’ll track income and expenses, and make sure that your financials are in order and ready to support the growth of your business.
- Digital marketing agencies
- Public relations firms
- Sales and lead generation companies
- SEO and SEM specialists
- Social media agencies
- Affiliate marketing agencies
Clients in the advertising, marketing, and sales industries often benefit from profit and expense tracking, tax planning, automation, and integration into QuickBooks. They get help choosing the right entity type, making withdrawals from the business in compliance with the IRS, and understanding why to take a salary and how much to take.
“Christa Aiani and the entire staff at CAEA are phenomenal! They have provided us with sound professional advice in our decision making processes over the last 2 years and I cannot recommend them highly enough! From invoicing to taxes, that have become an integral part of our team and we are very appreciative of them!”
Organize your finances and plan strategically for growth. Call CAEA Tax & Accounting at 770-554-7024 to schedule your consultation today.
“This is exactly what my small business needed. CAEA is there for me when I have questions. The services CAEA provides help me to manage my growing business. It gives me peace of mind that we are doing things right.”
Real Estate Services
Are you feeling the strain of managing the financial complexities that come with real estate investments, from property flipping to managing construction trades?
Are financing challenges or tax planning issues slowing down your progress?
Working with physical properties means you need to be hands-on in your business, but that doesn’t mean you need to handle your finances yourself. When real estate is involved, financials can get very complicated very quickly, from financing to taxes to payroll. By working with CAEA, our clients can focus on building their business—without worrying about their finances.
Clients in the real estate services include:
- Real estate management
- Small construction trades
- Property flippers
- Home inspectors
Clients in the real estate services industry often benefit from cost management, cash flow, and profit goals, supported by QuickBooks. They also get help with tax planning, choosing the right entity type, making withdrawals from the business in compliance with the IRS, and understanding why to take a salary and how much to take.
Simplify your financial management and solidify your real estate investment’s success. Call CAEA Tax & Accounting at 770-554-7024 to get started with your consultation.
Entertainment Support Services
Is keeping your finances organized while managing the demands of the entertainment industry becoming a challenge?
Do you need help tracking costs and maximizing profits behind the scenes?
Lights, camera… taxes? Entertainment support services aren’t all glamour, but that doesn’t mean you need to keep your own finances in order. We’ll help you make the most of your profits, so you can focus on growing your business. All eyes are on your clients, and while you spotlight their needs, we’re behind the scenes making sure your finances are in order.
Clients in the media, film, and entertainment support industries benefit from a full range of services, including bookkeeping, cost tracking, and profit margin tracking using QuickBooks, along with tax planning.
Stay focused on delivering exceptional service while we manage the financial details. Connect with CAEA Tax & Accounting at 770-554-7024 today to schedule your consultation.
Online Services and Retailers
Are you finding it difficult to keep track of multiple revenue streams across various online platforms?
Is managing taxes and automating financial processes for your e-commerce business taking up too much of your time?
Online businesses have a distinct set of needs. Revenue streams can become complicated very quickly. But by working with CAEA, our clients can make sense of the numbers so they can make smarter decisions to support their business’ growth.
Online business owners often benefit from tracking income and expenses over several online platforms, profit tracking, tax planning, automation, and integration into QuickBooks. They get help choosing the right entity type, making withdrawals from the business in compliance with the IRS, and understanding why to take a salary and how much to take.
Keep your e-commerce business on track for success—contact CAEA today at 770-554-7024 to simplify your financial management.
Success Stories: Guiding Service Professionals to Financial Success
Real Stories from Professionals Who Turned to CAEA Tax for Help
At CAEA Tax, we’re proud to have helped countless clients achieve their financial goals. From securing business loans to expanding practices, our strategic guidance has made a tangible difference in the lives of our clients. Explore some of our success stories to see how we can help you reach your financial objectives.
Transforming a New Physical Therapy Practice into a Multi-Location Success
Situation: A new physical therapy practice was struggling to manage its finances after the owner emptied his 401(k) to fund the startup.
Solution: We provided accurate financials each month, held regular strategy meetings, and guided the practice through the next steps.
Result: The practice expanded to three locations in just a few years, secured additional funding, and became profitable.
Helping a Real Estate Investor Secure Funding for His Dream Building
Situation: A real estate investor couldn’t secure a loan for a new building because the financials provided by his accountant didn’t make sense to the underwriter.
Solution: We cleaned up his books, separated personal and business expenses, and presented clear, accurate financials.
Result: He secured the loan, moved into his new building, and now has a clear financial picture in real-time.
Turning Financial Confusion into Confidence for a Family-Owned Gym
Situation: A family-run gym with additional weight loss services was confused about their financial health, with messy reports and no clear direction.
Solution: We cleaned up their books, connected their apps to automate financial tracking, and provided clear insights into their business performance.
Result: The family gained confidence in their financial management and successfully grew their business with a solid foundation.
Transforming a New Physical Therapy Practice into a Multi-Location Success
Situation: A new physical therapy practice was struggling to manage its finances after the owner emptied his 401(k) to fund the startup.
Solution: We provided accurate financials each month, held regular strategy meetings, and guided the practice through the next steps.
Result: The practice expanded to three locations in just a few years, secured additional funding, and became profitable.
Helping a Real Estate Investor Secure Funding for His Dream Building
Situation: A real estate investor couldn’t secure a loan for a new building because the financials provided by his accountant didn’t make sense to the underwriter.
Solution: We cleaned up his books, separated personal and business expenses, and presented clear, accurate financials.
Result: He secured the loan, moved into his new building, and now has a clear financial picture in real-time.
Turning Financial Confusion into Confidence for a Family-Owned Gym
Situation: A family-run gym with additional weight loss services was confused about their financial health, with messy reports and no clear direction.
Solution: We cleaned up their books, connected their apps to automate financial tracking, and provided clear insights into their business performance.
Result: The family gained confidence in their financial management and successfully grew their business with a solid foundation.
These success stories are just a few examples of how CAEA Tax helps service-sector professionals like you gain control of their finances, plan for growth, and achieve lasting success.