Services

Outsourced Accounting

21st Century CPA Services

As an investor or small business owner, you know the importance of good record keeping, minimizing your taxes, and making wise strategic decisions.

But it’s hard to navigate all of this alone.

Midwest CPA is here to help. When you choose to hire our CPA services you have a powerful ally in your corner. We take accounting off your plate, so you focus on what you do best.

Take your mind off your accounting department, and put it back on your business.

As part of our CPA services we offer outsourced accounting solutions that go beyond mere number crunching. You’ll be assigned a dedicated certified public accountant who understands the intricacies of your business and is committed to delivering results that move you towards your goals.

By partnering with us for your outsourced accounting needs, you can expect:

  • Streamlined Financial Processes: Our online CPA services will ensure that your accounting systems and processes are optimized, ensuring accuracy, efficiency, and timely reporting.
  • Actionable Insights: Gain a clear understanding of your financial health through comprehensive analysis and reports, enabling you to make informed decisions for growth and profitability.
  • Cost Savings: By letting us handle your accounting tasks, you save the costs associated with hiring and training an in-house team. Focus your resources on core business activities instead.
  • Compliance Assurance: Stay on the right side of regulations and tax obligations. Our CPA service ensures that your financial processes are in full compliance, minimizing risks and penalties.
  • Business Growth Support: Receive personalized guidance and strategic recommendations to maximize your financial resources and propel your business toward success.

Who We Serve

Tax preparation

Compliance work doesn’t have to be painful.
We designed our CPA tax services into a 3-part system to make filing easier.

1

Consultation with a CPA


The first step in our CPA tax services is scheduling a personalized consultation with an experienced CPA. Through this comprehensive session, we delve into your specific tax situation, financial objectives, and any concerns you may have. At this stage you’ll receive valuable insights, strategic advice, and a customized plan to optimize your tax preparation process.

With our guidance, you’ll gain confidence and clarity, knowing that your tax matters are entrusted to a skilled professional.

2

Hassle-Free Preparation


Next, our dedicated tax services team handles the entire process efficiently, saving you time and effort. We collect, gather and organize all necessary documents. Then we go to work leveraging our expertise to maximize deductions, credits, and exemptions – helping you save as much as possible., We’ll ensure accurate and timely filing. With our methodical approach and attention to detail, you can trust that your tax preparation is in capable hands.

Say goodbye to tax season headaches and hello to CPA services that generate the results you want.

3

Delivery and Review


The final step in our CPA tax services is ensuring prompt delivery of your tax return back to you once it’s been prepared. But we don’t stop there. Our team conducts a comprehensive review for accuracy and completeness. We then take the time to answer any remaining questions you may have and provide clarity on your tax situation.

By engaging the services of Midwest CPA for tax preparation you can now have peace of mind knowing that your tax return is handled with the utmost care and attention.

Tax planning services

Maximize your savings with our tax planning strategies

At Midwest CPA, tax planning plays a critical role in our CPA services and how we truly help our clients achieve financial success. When you schedule a consultation with us we’ll get to know your unique financial situation, goals and identify legitimate tax saving opportunities for you. Our CPA services are tailored for you, ensuring maximum tax savings and compliance.

  • Detailed review of prior year return
  • Custom tax plan to maximize your savings
  • Implementation calls
  • Detailed success roadmap
  • Check-in calls
  • Email support
  • Quarterly tax projections

Join hundreds of entrepreneurs

Helping Entrepreneurs Thrive – See How We’ve Made a Difference

Chris is an absolute top notch M&A financial due-diligence provider. He and I have worked on many, many deals together and not only has his advice and services been reliable, accurate and very actionable, but he has been very responsive to client needs and requests. I always am happy to send clients over to Chris because I know that they will be treated and served very well. Keep Chris in your Rolodex!

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Eric Hsu

Midwest CPA helped us during the financial due diligence for the acquisition of an SMB. Chris did a great job communicating with us and the seller, he was very professional and delivered on the things he promised. His deliverable is thorough, organized and easy to read, would highly recommend.

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Alejandro Abdala

Chris and the team have jumped right on cleaning up our books. Received our first monthly review document and it was clear we made the right decision. Easy to read and follow along. A great snapshot of the business and expedient service. I would highly recommend Chris and the team at Midwest CPA for any accounting or bookkeeping services.

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Nicholas Bundzinski

Working with Midwest CPA was an absolute relief. Given our intricate tax situation involving ties abroad, multiple rental properties, and a non-traditional family structure, I was initially overwhelmed by taxes this year. However, Chris was incredible. Not only was he extremely professional from the get-go, but he also provided ample support, simplifying what could have been a very daunting process. His expertise was evident at every step, making everything comprehensible and straightforward. I cannot thank Chris and Midwest CPA enough for their exemplary service. We'll undoubtedly be entrusting them with our future tax endeavors. Highly recommended!

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DR G

I am thrilled to leave a glowing five-star review for Chris, who has been an invaluable asset in supporting both of my companies. His consistent dedication, unwavering engagement, and commitment to educating me on accounting and taxation matters have been instrumental in navigating complex taxation situations with ease. Chris goes above and beyond to ensure that all my accounting needs are met promptly and efficiently. His expertise and professionalism shine through in every interaction, making him an absolute pleasure to work with. I highly recommend Chris to anyone seeking a knowledgeable and proactive CPA who has knowledge is M&A due diligence, accounting, and tax strategy; and genuinely cares about their clients' success.

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Dominick Blue

Chris is one of the best accountants and it’s not even close. I use him personally and for my business. He is one of the most responsive service providers I’ve ever worked with. My former CPA was great but wasn’t equip to help me as a business owner since the former CPA was focused on personal taxes. Chris has been a truly invaluable partner / collaborator on numerous M&A deals in the small to medium sized business space, providing financial due diligence to various clients that I’ve worked with ranging from a buyer of a demolition company to a buyer of a niche online goods business. LOI If you’re looking for a rock solid CPA or someone that is really good at M&A financial due diligence, look no further than Chris’ firm.

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Matthias Smith

Been working with Chris at Midwest CPA for a few months now. Whenever we have a question Chris is quick to respond. We find him to be very meticulous and efficient in all aspects of our business. Our only regret is that we didn't find him sooner.

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Richard Allen

I highly recommend Chris Barrett and Midwest CPA to anyone looking to acquire a business. Chris is a knowledgable and reliable partner in a process that can be difficult to navigate. Throughout the process, Chris was clear in his communication and prompt with responses - always available when needed. I did not end up acquiring the business I hired Midwest CPA to diligence, and I feel confident in that decision thanks to the analysis Chris did and the questions he asked of the seller.

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Stephanie Tysdal

Schedule a free consultation

Connect with Chris to discuss your particular the ins and outs of your particular situation

Jun 2024
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FAQs

You have questions. We have answers.

  • Every small business owner can benefit from having a dedicated expert working for them to save on taxes and optimize their accounting processes.

    However, the majority of our clients find it makes the most sense to hire our firm for monthly bookkeeping after surpassing $250k/year in revenue.

    If your business has not reached that level yet you can still benefit from having Midwest CPA setup your accounting processes so that you can efficiently run them on your own.

    Further, engaging us for tax planning and tax preparation can provide you with a significant return on investment at any size. If we don't feel like we will earn our fees we will happily refer you to a lower cost provider better suited to your needs.

  • Most firms are generalist firms working with many different types of clients. This leads to them lacking the knowledge and understanding specific to people looking buying and grow small businesses.

    At Midwest CPA, all of our clients are all business buyers and owners. This allows us to communicate with our clients on a different level because we have seen the struggles you face before and understand how to create practical solutions specifically for you.

    We also have gained specialized knowledge of the tax code in the industries we work in. This allows us to provide our clients with tax planning strategies that they will not receive from a generalist.

  • It depends on the size and complexity of your company as well as the types of services you are looking for help with. 

    We currently have clients paying anywhere from $700-5,000/month.

  • We work with all of our clients throughout the year so that we can be strategic and proactive around taxes.

  • This is a common reason we see clients leaving other firms to join Midwest CPA. They feel it is impossible to get a response from their CPA in a timely manner especially during tax time.

    We pride ourselves on providing our clients with outstanding service and for that reason we make a point to respond to all of our clients within 24 business hours. Even if we can’t fully answer your question right away we will be in constant contact with you at every step in the process.

Let's start with an introduction.