Our clients have better things to do than worry about their finances. That’s why they rely on CAEA for:
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!”
Whether it’s a solo or a small practice, CAEA provides healthcare professionals with a unique, personal level of attention that supports their business’ growth.
Clients in the healthcare industry include:
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 setting up the right legal 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.
We understand the challenges of providing B2C and B2B professional services and tailor our approach to help you understand and maintain cash flow, letting you focus on supporting your clients and building your business (and, possibly, your clients’ businesses).
Clients in the professional services industry include:
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 clients set up the right legal 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.”
“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!”
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:
These clients often benefit from support with profit and expense tracking, choosing and setting up the best legal 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.
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.
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 setting up the right legal 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!”
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:
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, setting up the right legal entity type, making withdrawals from the business in compliance with the IRS, and understanding why to take a salary and how much to take.
“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.”
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.
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 setting up the right legal entity type, making withdrawals from the business in compliance with the IRS, and understanding why to take a salary and how much to take.
