{"schemaVersion":1,"profileUrl":"https://nowen.ai/agents/cloonancpa-com","markdownUrl":"https://nowen.ai/agents/cloonancpa-com.md","jsonUrl":"https://nowen.ai/agents/cloonancpa-com.json","name":"Cloonan CPA Services","website":"https://cloonancpa.com","location":"Ford City, PA, United States","address":{"city":"Ford City","state":"PA","country":"United States"},"industry":"Accounting","deliveryModel":"services","marketCategories":{"primary":{"name":"Accounting Services","url":"https://nowen.ai/category/accounting-services"},"others":[]},"status":{"trust":"unclaimed","text":"Unclaimed: compiled by Nowen from public sources, not reviewed by the company"},"updatedAt":"2026-11-10T23:47:28.754Z","summary":"A CPA firm providing tax, accounting, bookkeeping, and advisory services to small businesses, nonprofits, and local governments.","description":"Cloonan CPA Services is a registered CPA firm providing personalized tax, accounting, bookkeeping, and advisory support to small businesses, nonprofits, and local governments. The firm helps clients manage financial operations, meet tax and reporting obligations, strengthen compliance, and make informed business decisions through virtual, one-on-one service.","mission":"Delivering expert, personalized CPA and advisory services to help small business owners achieve their goals—virtually, efficiently, and with a personal touch.","directory":{"industryName":"Accounting","agentCount":110,"indexable":true,"hubUrl":"https://nowen.ai/industry/accounting"},"categoryDirectory":{"name":"Accounting Services","agentCount":111,"indexable":true,"url":"https://nowen.ai/category/accounting-services"},"aiReaderFamilies":["OpenAI","Perplexity"],"products":[{"name":"Monthly Bookkeeping Services","anchor":"product-monthly-bookkeeping-services","type":"Service","url":"https://www.cloonancpa.com/monthly-bookkeeping-services","summary":"Get clean, timely financials and a clear view of business finances each month, while making tax time more manageable.","description":"Virtual monthly bookkeeping for small businesses, nonprofits, local governments, and special purpose entities. Includes transaction capture and categorization, reconciliations, accounts receivable and payable posting, month-end close, general ledger review, monthly statements, fixed asset and depreciation schedule maintenance, and 1099 vendor tracking and preparation. Clients may use QuickBooks Online or a preferred system and exchange documents through a secure portal. Onboarding includes account access, chart cleanup, rule setup, and an initial close.","pricing":{},"features":[{"name":"Month-end close and general ledger review","value":"Complete The Monthly Close","valueDescription":"Establishes a regular process for reviewing and completing monthly bookkeeping."},{"name":"Transaction capture and categorization","value":"Keep Transactions Organized","valueDescription":"Captured and categorized transactions help maintain clean, timely financial records."},{"name":"Bank and credit card reconciliations","value":"Verify Account Balances","valueDescription":"Monthly reconciliations review bank and credit card activity as part of the close."},{"name":"Monthly financial statements","value":"Review Monthly Financials","valueDescription":"Recurring statements help clients understand profit and loss, balance sheet, and cash flow."},{"name":"Accounts receivable and payable posting","value":"Record Receivables And Payables","valueDescription":"Keeps receivable and payable activity reflected in accounting records."},{"name":"1099 vendor tracking and preparation","value":"Track Vendors Year-Round","valueDescription":"Ongoing vendor tracking supports year-end 1099 preparation."},{"name":"Coding rules and monthly variance summary","value":"Clarify Coding And Variances","valueDescription":"Documented coding rules and variance summaries explain transaction coding and noted variances."},{"name":"Accounting system and bookkeeping setup","value":"Set Up A Consistent Workflow","valueDescription":"Connects accounts, gathers records, cleans up the chart, and sets up rules before ongoing monthly work."},{"name":"Fixed asset and depreciation schedule maintenance","value":"Maintain Asset Records","valueDescription":"Keeps the fixed asset register and depreciation schedules current."},{"name":"Secure document exchange","value":"Share Documents Securely","valueDescription":"Clients exchange bookkeeping documents through a secure portal."}]},{"name":"Accounting system development","anchor":"product-accounting-system-development","type":"Service","url":"https://www.cloonancpa.com/accounting-system-development","summary":"Build a faster, more reliable accounting system that delivers clean data, useful reports, and a smoother month-end close.","description":"Designs, implements, and optimizes accounting systems for small businesses using QuickBooks Online or a preferred system. Work can include setting up or cleaning accounting files, migrating data, redesigning the chart of accounts, automating workflows, connecting applications, configuring controls, and building reports and dashboards. Implementation includes testing, variance checks, team training, and optional follow-up optimization.","pricing":{},"features":[{"name":"Accounting file setup and migration","value":"Establish A Clean Accounting Foundation","valueDescription":"A configured or cleaned accounting file provides a structured starting point for accounting data and reporting."},{"name":"Workflow design and automation","value":"Streamline Recurring Accounting Work","valueDescription":"Configured workflows, rules, and feeds help teams handle routine accounting processes and month-end close."},{"name":"Financial reporting and dashboards","value":"Deliver Clear Financial Reports","valueDescription":"Reports, dashboards, and variance materials organize financial information for decision-making."},{"name":"Chart of accounts configuration","value":"Organize Financial Data For Reporting","valueDescription":"A redesigned chart and related classifications organize information for clear, relevant financial reports."},{"name":"System integrations and data mapping","value":"Connect Business Tools And Align Data","valueDescription":"Integrations and mapping establish how information moves between systems and how it is reconciled."},{"name":"Accounting controls and permissions","value":"Define Access And Approval Processes","valueDescription":"Configured roles, approvals, audit trails, and procedures establish accounting controls."},{"name":"Implementation testing and optimization","value":"Validate And Refine The System","valueDescription":"Parallel runs and variance checks test the setup; follow-up tune-ups can refine systems and reporting."},{"name":"Team training and documentation","value":"Equip Teams With Practical Guidance","valueDescription":"Training and written procedures guide team members in using the system and following workflows."},{"name":"Secure document exchange","value":"Exchange Documents Through A Secure Portal","valueDescription":"A secure portal supports document exchange for the engagement."}]},{"name":"Sales Tax Preparation and Filing","anchor":"product-sales-tax-preparation-and-filing","type":"Service","url":"https://www.cloonancpa.com/sales-tax-preparation-filing","summary":"Helps businesses manage sales and use tax filings, payments, and compliance details while preparing for notices and audits.","description":"Manages sales and use tax compliance from nexus assessment and registrations through return preparation, e-filing, and payment remittance. Includes taxability reviews, tax code mapping, marketplace and ecommerce support, use-tax accruals, certificate management, reconciliations, compliance calendars, and notice and audit readiness support. Works with QuickBooks Online and common POS and ecommerce platforms, with optional Avalara or TaxJar data preparation or integration. Deliverables include filed returns, payment confirmations, jurisdiction summaries, and notes on exceptions or adjustments.","pricing":{},"features":[{"name":"Nexus assessment and registration","value":"Identify And Address Filing Obligations","valueDescription":"Helps determine where registration is needed and establish the filing footprint."},{"name":"Return preparation and e-filing","value":"Prepare And File Returns","valueDescription":"Prepares returns at the applicable frequency and submits them electronically."},{"name":"Taxability review and code mapping","value":"Apply Appropriate Tax Codes","valueDescription":"Reviews and system mapping help align tax treatment with the filing process."},{"name":"Payment remittance","value":"Remit Tax Payments","valueDescription":"Payment remittance is included, with confirmations provided to clients."},{"name":"Compliance calendar management","value":"Manage Filing Dates","valueDescription":"Organizes filing obligations and due dates."},{"name":"Marketplace and ecommerce support","value":"Support Online Sales Compliance","valueDescription":"Supports ecommerce brands and marketplace sellers with their filing process."},{"name":"Use-tax accruals","value":"Accrue Use Tax","valueDescription":"Addresses purchases on which sales tax was not collected."},{"name":"Reconciliations and exception handling","value":"Resolve Filing Discrepancies","valueDescription":"Helps identify filing issues and provides notes on adjustments and suggested next steps."},{"name":"Exemption and resale certificate management","value":"Manage Tax Certificates","valueDescription":"Supports handling exemption and resale documentation."},{"name":"Notice resolution","value":"Address Tax Notices","valueDescription":"Includes support for resolving sales and use tax notices."},{"name":"Audit readiness","value":"Prepare Audit Documentation","valueDescription":"Documentation, schedules, and liaison support help clients prepare for audits."},{"name":"Tax software and platform support","value":"Connect Tax Data Sources","valueDescription":"Works with common accounting, POS, and ecommerce platforms and can support Avalara or TaxJar data."}]},{"name":"Budget Development & Review","anchor":"product-budget-development-and-review","type":"Service","url":"https://www.cloonancpa.com/budget-development-review","summary":"Turn financial data into an operating plan, track performance against targets, and use regular reviews to guide next steps.","description":"Develops data-driven operating budgets, rolls them into forecasts, and conducts monthly reviews. Covers budget preparation, approval, execution, and review. Deliverables can include annual budgets, rolling 12-month forecasts tied to actuals, cash-flow plans, department or location budgets, KPI dashboards, and monthly budget-versus-actual reports with variance notes and action items. The process includes draft development, revisions, approval, monthly reviews, and quarterly scenario reforecasting.","pricing":{},"features":[{"name":"Operating budget development","value":"Build Budgets From Goals And Prior Results","valueDescription":"Uses prior results and current goals to develop operating plans across organizational levels."},{"name":"Budget-to-actual reporting","value":"Compare Actual Results With Budget Targets","valueDescription":"Monthly comparisons and action items help identify performance differences."},{"name":"Rolling forecast development","value":"Update Forecasts With Actuals And Scenarios","valueDescription":"Maintains a forward-looking forecast tied to actual results with quarterly updates and scenarios."},{"name":"Monthly and year-end budget review","value":"Review Results And Refine Future Budgets","valueDescription":"Uses results and lessons to improve the next budget."},{"name":"Budget execution monitoring","value":"Track Actuals And Maintain Accountability","valueDescription":"Monitors performance and controls against targets to support accountability."},{"name":"Cash-flow planning","value":"Plan Cash Flow Weekly Or Monthly","valueDescription":"Adds a cash-flow plan alongside the operating budget."},{"name":"Budget approval preparation","value":"Prepare Plans For Owner Or Board Approval","valueDescription":"Prepares budget packages for owner or board review, with revisions and approval."},{"name":"Department and location budgeting","value":"Allocate Budgets By Department Or Location","valueDescription":"Organizes plans for distinct parts of the organization."},{"name":"KPI target setting","value":"Set Targets And Monitor Key Metrics","valueDescription":"Establishes KPI targets and tracks measures through dashboards."}]},{"name":"Financial Statement Preparation","anchor":"product-financial-statement-preparation","type":"Service","url":"https://www.cloonancpa.com/financial-statement-preparation","summary":"Receive reliable, purpose-fit financial statements and supporting schedules for clearer oversight and stakeholder decisions.","description":"Prepares financial statements and supporting schedules for management, lenders, boards, potential buyers, and other stakeholders. Engagements range from management-use reporting and preparation or compilation without assurance to audit or review support, including PBC packages and liaison with an independent auditor. Statements can follow GAAP, income-tax, cash, modified cash, or another acceptable framework suited to reporting purpose and lender requirements. Includes monthly close and reporting, year-end packages, and secure document exchange and archiving.","pricing":{},"features":[{"name":"Financial statements and supporting schedules","value":"Deliver Complete Financial Reporting","valueDescription":"Core statements and supporting schedules provide a fuller view of financial position and activity."},{"name":"Flexible reporting frameworks","value":"Match Statements To Reporting Needs","valueDescription":"Guidance helps select a framework for the reporting purpose and lender requirements."},{"name":"Engagement options","value":"Choose A Suitable Engagement","valueDescription":"Selects a reporting engagement according to the reporting need."},{"name":"Monthly reporting cadence","value":"Receive Timely Monthly Reporting","valueDescription":"A defined close and delivery schedule provides regular statements and review."},{"name":"Stakeholder-ready reporting","value":"Prepare Reports For Stakeholders","valueDescription":"Provides reporting for financing, due diligence, oversight, and agency requests."},{"name":"Year-end reporting package","value":"Prepare Year-End Reporting Materials","valueDescription":"Provides tie-outs and support for tax and third-party reporting requests."},{"name":"Audit and review coordination","value":"Coordinate Independent Audit Support","valueDescription":"Provides a PBC package and auditor coordination when audit or review support is needed."},{"name":"Accounting policy and close documentation","value":"Document Policies And Close Procedures","valueDescription":"Documents accounting policies and close procedures."},{"name":"Secure document portal","value":"Manage Documents Through A Secure Portal","valueDescription":"Supports secure document exchange, approvals, and archiving."}]},{"name":"Nonprofit Accounting Services","anchor":"product-nonprofit-accounting-services","type":"Service","url":"https://www.cloonancpa.com/nonprofit-accounting-services","summary":"Gives nonprofits clear, board-ready financial information and proactive accounting support to help keep their mission front and center.","description":"Provides virtual accounting support for charitable organizations, foundations, associations, and faith-based nonprofits. Services include fund and program accounting, grant tracking, monthly close, board-ready reporting, budgeting and forecasting, transaction processing, fixed-asset tracking, compliance support, and secure document exchange. Deliverables include monthly financials by organization, fund, or program; budget-to-actual and grant-spending reports; and Form 990 preparation support.","pricing":{},"features":[{"name":"Fund and program accounting","value":"Track Funds By Program","valueDescription":"Organizes nonprofit accounting by fund and program, including restricted and unrestricted funds."},{"name":"Board-ready financial statements","value":"Prepare Board-Ready Financials","valueDescription":"Provides board-focused financial information and reporting by organization, fund, or program."},{"name":"Grant tracking and reporting","value":"Monitor Grant Spending","valueDescription":"Reviews grant activity against budgets and allowable costs, with reports and schedules."},{"name":"Monthly close and reconciliations","value":"Close And Reconcile Monthly","valueDescription":"Supports consistent records through monthly close and documented reconciliations."},{"name":"Form 990 preparation and e-filing","value":"Prepare And E-File 990 Returns","valueDescription":"Prepares and electronically files applicable Form 990 returns."},{"name":"Budgeting and forecasting","value":"Plan Budgets By Program","valueDescription":"Supports budgeting by fund or program and planning for multi-year grants."},{"name":"Donor revenue recognition","value":"Record Donor Revenue","valueDescription":"Addresses donor revenue recognition in accounting records."},{"name":"Policies and internal controls","value":"Strengthen Accounting Controls","valueDescription":"Supports nonprofit policies and controls for duties, approvals, and documentation."},{"name":"Accounts payable and receivable processing","value":"Process Payables And Receivables","valueDescription":"Handles payable and receivable activity in nonprofit accounting operations."},{"name":"In-kind entry recording","value":"Record In-Kind Entries","valueDescription":"Records in-kind entries in nonprofit accounting records."},{"name":"Audit, review, and compilation preparation","value":"Prepare Audit Support Materials","valueDescription":"Prepares schedules and coordinates with auditors for audit, review, or compilation."},{"name":"Fixed-asset tracking","value":"Track Assets And Depreciation","valueDescription":"Maintains fixed-asset records and depreciation schedules."},{"name":"Vendor compliance and 1099 reporting","value":"Manage Vendor 1099 Reporting","valueDescription":"Supports vendor compliance and 1099 reporting."},{"name":"Accounting platform and donor-system integrations","value":"Connect Accounting And Donor Systems","valueDescription":"Uses nonprofit tracking structures and connects donor or grant platforms and bank feeds."},{"name":"Secure document exchange","value":"Exchange Documents Securely","valueDescription":"Shares documents through a secure client portal."}],"marketCategories":[{"name":"Accounting Services","url":"https://nowen.ai/category/accounting-services"}]},{"name":"Local Government Accounting Services","anchor":"product-local-government-accounting-services","type":"Service","url":"https://www.cloonancpa.com/local-government-accounting-services","summary":"Receive clear, timely fund-level financial information and practical accounting support for monthly operations, budgets, grants, and year-end reporting.","description":"Provides fund accounting and ongoing financial support for boroughs, townships, cities, municipal authorities, fire and EMS organizations, libraries, and special purpose districts. Services include fund setup, close and reconciliations, budgeting, grant accounting, capital asset and debt schedules, payables and receivables, internal controls, and government reporting. Deliverables include monthly fund packages, grant reports, year-end auditor and state filing materials, and related schedules. Works with QuickBooks or an existing municipal system and offers secure document exchange.","pricing":{},"features":[{"name":"Fund accounting setup and maintenance","value":"Organize Government Finances By Fund","valueDescription":"Establishes fund structures and coding for tracking and reporting government activities."},{"name":"Monthly close and reconciliations","value":"Keep Monthly Records Current And Reconciled","valueDescription":"Regular close and reconciliation provide timely financial information and documented activity."},{"name":"Government financial reporting and compliance","value":"Prepare Financial And Compliance Reports","valueDescription":"Statements, auditor materials, and filing support help prepare required reports and year-end documentation."},{"name":"Budget development and monitoring","value":"Track Budgets Against Actual Results","valueDescription":"Helps teams review financial activity across funds and present budget information to boards and councils."},{"name":"Grant and program accounting","value":"Track Awards And Support Grant Reporting","valueDescription":"Documents award activity, eligible costs, matching, and drawdowns, with compliance schedules."},{"name":"Capital asset and debt tracking","value":"Maintain Asset And Debt Schedules","valueDescription":"Organized asset, infrastructure, depreciation, and debt schedules support records and year-end reporting."},{"name":"Accounts payable and receivable support","value":"Support Vendor And Revenue Processes","valueDescription":"Covers vendor administration and 1099s, plus utility or enterprise billing and related allocation."},{"name":"Internal controls and policies","value":"Document Controls And Approval Procedures","valueDescription":"Defines procedures for duties, approvals, documentation, purchasing, and credit card activity."},{"name":"Accounting systems and secure document exchange","value":"Use Existing Systems And Share Documents Securely","valueDescription":"Works with existing systems and supports secure document exchange and optional financial dashboards."}],"marketCategories":[{"name":"Accounting Services","url":"https://nowen.ai/category/accounting-services"}]},{"name":"Business Tax Preparation Services","anchor":"product-business-tax-preparation-services","type":"Service","url":"https://www.cloonancpa.com/business-tax-preparation-services","summary":"Get accurate, timely business tax filings, manage estimates and deadlines, and receive clear recommendations while focusing on running your company.","description":"Prepares business tax returns and related filings for LLCs, partnerships, S corporations, C corporations, nonprofits, and single- or multi-state filers. Services include federal, state, and local returns; extensions and amended returns; book and tax adjustments; depreciation schedules; estimated taxes; and e-filing. Deliverables include filed returns, acknowledgements, workpapers, next-year estimates and due dates, and a plain-English summary. The process includes document collection, ledger review, draft and tax-savings review, e-signature, filing, and post-filing support.","pricing":{},"features":[{"name":"Business return preparation","value":"Prepare Federal Business Returns","valueDescription":"Provides prepared federal returns for partnerships, corporations, and nonprofits."},{"name":"State and local tax filings","value":"File Across Multiple Jurisdictions","valueDescription":"Manages relevant state and local filings, including multi-state returns."},{"name":"Tax savings review","value":"Review Potential Tax Savings","valueDescription":"Considers credits, elections, and entity considerations for tax-saving opportunities."},{"name":"Electronic return filing and delivery","value":"E-File And Receive Return Records","valueDescription":"Completes filing electronically and provides return records and acknowledgements."},{"name":"Year-end book and tax adjustments","value":"Align Books With Tax Reporting","valueDescription":"Helps identify book-to-tax adjustments and resolve questions during return preparation."},{"name":"Quarterly estimated tax calculations","value":"Calculate And Track Tax Estimates","valueDescription":"Provides calculations and reminders for upcoming business tax payments."},{"name":"Tax workpapers and next-year guidance","value":"Plan Ahead With Clear Deliverables","valueDescription":"Provides workpapers, estimates, due dates, and recommendations for the next year."},{"name":"Extensions, amended returns, and prior-year cleanup","value":"Address Filing Changes And Prior Issues","valueDescription":"Supports extensions, amendments, and prior-year issue cleanup."},{"name":"Depreciation and fixed asset schedules","value":"Organize Depreciation And Asset Records","valueDescription":"Provides schedules with tax workpapers and the final return package."},{"name":"Basis and capital account tracking","value":"Track Basis And Capital Accounts","valueDescription":"Tracks officer or partner basis and capital account information for returns."},{"name":"State apportionment and composite filings","value":"Handle Apportionment And Composite Filings","valueDescription":"Addresses apportionment and applicable composite or withholding filings."},{"name":"Post-filing support","value":"Get Support After Filing","valueDescription":"Continues assistance with notices, amendments, and planning opportunities."}]},{"name":"Estate & Gift Tax Planning","anchor":"product-estate-and-gift-tax-planning","type":"Service","url":"https://www.cloonancpa.com/estate-gift-tax-planning","summary":"Plan wealth transfers, support family and charitable goals, and manage transfer taxes with modeled strategies and coordinated implementation.","description":"Provides tax analysis and planning for individuals, families, and business owners to support wealth preservation, family goals, and transfer tax management. Services include gifting strategies, business and real estate transfer planning, trust and entity coordination, charitable planning, tax and cash-flow modeling, and gift tax return preparation. Coordinates with estate attorneys and appraisers; legal document drafting is handled by the client's attorney. Planning includes implementation and updates as rules and circumstances change.","pricing":{},"features":[{"name":"Lifetime gifting strategy","value":"Plan Gifts With Tax Considerations","valueDescription":"Compares gifting approaches against client goals."},{"name":"Lifetime exemption and portability tracking","value":"Track Exemption Use And Portability","valueDescription":"Monitors exemption usage and portability elections between spouses."},{"name":"Business and real estate transfer planning","value":"Plan Business And Property Transfers","valueDescription":"Coordinates tax planning for transfers, appraisals, and applicable valuation discounts."},{"name":"Gift and estate tax return support","value":"Prepare Returns And Coordinate Filings","valueDescription":"Supports applicable gift tax filings and coordinates estate return matters with counsel."},{"name":"Trust and entity coordination","value":"Coordinate Trust And Entity Planning","valueDescription":"Aligns tax planning with trust and entity arrangements in collaboration with the estate attorney."},{"name":"Cash-flow and tax modeling","value":"Compare Modeled Planning Options","valueDescription":"Projects tax impacts to inform planning decisions."},{"name":"Ongoing plan maintenance","value":"Update Plans As Circumstances Change","valueDescription":"Reviews and updates strategies over time and tracks implementation."},{"name":"Transfer funding and basis planning","value":"Guide Funding And Basis Decisions","valueDescription":"Funding checklists and basis planning map implementation steps."},{"name":"Charitable transfer planning","value":"Coordinate Charitable Giving Strategies","valueDescription":"Coordinates charitable giving approaches as part of client planning."},{"name":"Valuation and election documentation","value":"Document Valuations And Elections","valueDescription":"Prepares supporting documentation for valuations and elections."}]},{"name":"Nonprofit tax services","anchor":"product-nonprofit-tax-services","type":"Service","url":"https://www.cloonancpa.com/nonprofit-tax-services","summary":"Helps nonprofits file accurate returns, navigate tax and state requirements, and give boards, donors, and regulators clearer compliance information.","description":"Prepares and e-files nonprofit returns including Forms 990, 990-EZ, 990-N, and 990-T, and supports state unrelated business income filings, charitable solicitation registrations, and state copies of Form 990. Services also cover public support tests, contribution and fundraising reporting, sales and use tax exemption guidance, foreign activity disclosures, governance narratives, and responses to tax notices. The process includes secure document collection, board notes, review, e-filing, and post-filing support. Deliverables include filed returns, acknowledgements, schedules, a board copy and summary, and next-year due dates and recommendations.","pricing":{},"features":[{"name":"Nonprofit return preparation and filing","value":"File Required Nonprofit Returns","valueDescription":"Provides return preparation, e-filing, acknowledgements, and a final package."},{"name":"Public support test planning","value":"Monitor Public Charity Status","valueDescription":"Supports public support monitoring with calculations and backup materials."},{"name":"State registration and filing support","value":"Manage State Filing Requirements","valueDescription":"Provides support for registrations, renewals, and state filings."},{"name":"Contribution reporting","value":"Document Contributions And Gifts","valueDescription":"Organizes contribution reporting and supporting documentation."},{"name":"IRS and state notice and audit support","value":"Respond To Notices And Audits","valueDescription":"Supports notice responses, abatement requests, and audit matters."},{"name":"Unrelated business income analysis","value":"Evaluate Unrelated Business Income","valueDescription":"Reviews UBI sources and filing considerations."},{"name":"Sales and use tax exemption guidance","value":"Address Exemptions And Taxable Events","valueDescription":"Helps with exemption applications and identifying taxable events."},{"name":"Fundraising event reporting","value":"Report Fundraising Activities","valueDescription":"Provides tax reporting support for fundraising activities."},{"name":"Governance narratives and board review","value":"Prepare Board-Ready Tax Materials","valueDescription":"Helps boards review filings with narratives, return copies, and summaries."},{"name":"Next-year due-date and planning guidance","value":"Plan For Upcoming Tax Obligations","valueDescription":"A calendar and recommendations help prepare for upcoming filings."},{"name":"Foreign activity and grant disclosures","value":"Report Foreign Activities And Grants","valueDescription":"Addresses required foreign activity and grant disclosures."},{"name":"Secure document collection and filing workflow","value":"Complete A Guided Filing Process","valueDescription":"Guides clients through secure collection, review, approval, and electronic filing."}]},{"name":"Sales and Use Tax Consulting","anchor":"product-sales-and-use-tax-consulting","type":"Service","url":"https://www.cloonancpa.com/sales-and-use-tax-consulting","summary":"Helps businesses establish a defensible sales and use tax approach, address exposure, configure systems, and manage compliance challenges.","description":"Provides sales and use tax consulting to help businesses assess registration needs and taxability, configure tax systems, and respond to notices or audits. Covers nexus, registrations, certificates, voluntary disclosures, look-back remediation, audit readiness and defense, and compliance process design. Recommendations and implementation support are tailored to sales channels, systems, jurisdictions, and products or services.","pricing":{},"features":[{"name":"Nexus analysis and registration planning","value":"Clarify Registration Obligations","valueDescription":"Assesses registration requirements and provides a plan for establishing or optimizing a filing footprint."},{"name":"Product and service taxability review","value":"Determine Taxability","valueDescription":"Provides written guidance on sales and use tax treatment."},{"name":"Tax system configuration","value":"Align Tax Systems","valueDescription":"Helps align tax codes, rates, and exemptions across business systems."},{"name":"Audit readiness and defense","value":"Prepare For Audits","valueDescription":"Organizes audit information and supports responses to requests."},{"name":"Exemption and resale certificate program","value":"Manage Exemption Certificates","valueDescription":"Creates a structured approach to certificate management."},{"name":"Voluntary disclosure and look-back remediation","value":"Address Historical Exposure","valueDescription":"Plans ways to address potential past-period tax exposure."},{"name":"Notice response and penalty abatement","value":"Respond To Tax Notices","valueDescription":"Provides notice response and abatement request support."},{"name":"Compliance process design and monitoring","value":"Maintain Compliance Processes","valueDescription":"Establishes repeatable procedures and reviews as business circumstances change."}]},{"name":"Personal income tax planning","anchor":"product-personal-income-tax-planning","type":"Service","url":"https://www.cloonancpa.com/personal-income-tax-planning","summary":"Helps individuals minimize taxes legally, align tax decisions with cash flow and goals, avoid surprises, and stay compliant throughout the year.","description":"Builds year-round personal tax plans aligned with client cash flow and goals. Includes projections, estimated tax and withholding guidance, planning for investments and income, and federal, state, and local considerations. Clients receive a written memo, projection worksheets, estimate vouchers, withholding guidance, and a year-end checklist, with check-ins to adjust plans as circumstances change.","pricing":{},"features":[{"name":"Tax projections and scenario modeling","value":"Anticipate Tax Liability","valueDescription":"Projections help clients see potential outcomes and adjust plans as circumstances change."},{"name":"Estimated tax and withholding planning","value":"Plan Payments And Withholding","valueDescription":"Guidance and reminders help clients plan payments and due dates."},{"name":"Tax action plan and monitoring","value":"Follow A Timely Tax Plan","valueDescription":"A written memo, actions, and due dates provide a plan that can be updated over time."},{"name":"Retirement and health account planning","value":"Coordinate Account Contributions","valueDescription":"Helps clients consider account contributions as part of their personal tax plan."},{"name":"Equity compensation tax modeling","value":"Model Equity Compensation Taxes","valueDescription":"Evaluates equity compensation and AMT considerations before action."},{"name":"Pass-through owner tax planning","value":"Review Owner Tax Considerations","valueDescription":"Addresses owner compensation, basis, and QBI considerations."},{"name":"Multi-state and local tax planning","value":"Address Multi-State Tax Exposure","valueDescription":"Considers tax exposure related to residency, remote work, and local wage taxes."},{"name":"Charitable tax strategies","value":"Coordinate Charitable Giving","valueDescription":"Evaluates charitable giving approaches within a broader tax plan."},{"name":"Real estate tax planning","value":"Evaluate Real Estate Tax Factors","valueDescription":"Considers real estate tax factors in personal planning."},{"name":"Tax return preparation coordination","value":"Coordinate Planning And Filing","valueDescription":"Connects year-round actions with tax-season filing."},{"name":"Deduction and credit checklist","value":"Capture Deductions And Credits","valueDescription":"Helps organize deductions and credits for consideration."},{"name":"Education tax planning","value":"Coordinate Education Tax Decisions","valueDescription":"Plans education accounts, credits, and tuition payment timing."}]},{"name":"Federal Tax Consulting","anchor":"product-federal-tax-consulting","type":"Service","url":"https://www.cloonancpa.com/federal-tax-consulting","summary":"Plan federal taxes year-round, evaluate the tax impact of business decisions, and implement documented strategies designed to reduce risk and maximize opportunities.","description":"Provides year-round federal tax planning for LLCs, partnerships, S corporations, and C corporations. Models potential tax impacts, aligns recommendations with business goals, and supports implementation of elections, policies, and process changes. Covers entity structure, fixed assets, inventory and accounting methods, compensation, benefits, meals and travel, retirement plans, credits, projections, and estimates. Deliverables include planning memos, worksheets, estimate schedules, supporting documents, depreciation and capitalization schedules, and policy templates.","pricing":{},"features":[{"name":"Entity and structure planning","value":"Align Entity Structure With Business Goals","valueDescription":"Evaluates entity, compensation, and basis considerations within a federal tax strategy."},{"name":"Fixed asset and capitalization planning","value":"Plan Asset Deductions And Depreciation","valueDescription":"Models and documents fixed asset and capitalization approaches."},{"name":"Federal tax projections","value":"Model Federal Tax Scenarios","valueDescription":"Quantifies scenario impacts to inform decisions."},{"name":"Tax strategy implementation and monitoring","value":"Implement And Monitor Tax Strategies","valueDescription":"Turns recommendations into documented actions and adjusts plans as facts change."},{"name":"Inventory and accounting method planning","value":"Review Inventory Methods And Elections","valueDescription":"Assesses inventory costing and related tax considerations."},{"name":"Compensation and fringe benefit planning","value":"Evaluate Compensation And Fringe Benefits","valueDescription":"Reviews compensation and benefit arrangements."},{"name":"Credits and incentives review","value":"Identify Applicable Credits And Elections","valueDescription":"Reviews potential credits and federal tax elections."},{"name":"Estimated tax planning","value":"Plan Quarterly Tax Estimates","valueDescription":"Provides an estimate schedule and quarterly tax guidance."},{"name":"Meals, travel, and entertainment policies","value":"Document Meals And Travel Policies","valueDescription":"Develops supporting policies and documentation for deductions."},{"name":"Retirement plan tax advisory","value":"Plan Retirement Contributions And Funding","valueDescription":"Reviews retirement plan design and funding timing."},{"name":"Written planning deliverables","value":"Receive Documented Recommendations And Schedules","valueDescription":"Provides planning recommendations and supporting work products."}]},{"name":"State & Local Tax (SALT) Consulting","anchor":"product-state-and-local-tax-salt-consulting","type":"Service","url":"https://www.cloonancpa.com/state-local-tax-consulting","summary":"Clarify state and local tax obligations, address exposure, and implement practical strategies to support compliant filings and informed business decisions.","description":"Helps businesses assess state and local tax exposure, design a compliant filing footprint, and implement SALT strategies aligned with business objectives. Covers nexus and registrations, income, franchise, gross receipts and local business taxes, credits, M&A due diligence, sales and use tax, property and excise taxes, and controversy and remediation. Includes exposure analysis, written plans, implementation, and ongoing notice, audit, taxability, and footprint support.","pricing":{},"features":[{"name":"Nexus and registration planning","value":"Clarify Where You Must Register","valueDescription":"Assesses nexus and plans registrations or closures to establish a filing footprint."},{"name":"State and local income tax analysis","value":"Plan State And Local Tax Filings","valueDescription":"Provides guidance on apportionment and state, city, and local tax obligations."},{"name":"Tax controversy and remediation","value":"Resolve Notices And Reduce Exposure","valueDescription":"Assists with notices, audits, disclosures, and penalty or interest abatement."},{"name":"Sales and use tax strategy","value":"Align Taxability And Systems","valueDescription":"Supports sales and use tax processes with taxability and systems guidance."},{"name":"SALT implementation and ongoing compliance","value":"Implement Plans And Maintain Compliance","valueDescription":"Turns findings into action and provides timelines and periodic footprint and taxability reviews."},{"name":"Credits and incentives","value":"Identify Incentives And Support Claims","valueDescription":"Screens for incentives and prepares supporting documentation."},{"name":"M&A tax due diligence","value":"Assess Tax Exposure Before Transactions","valueDescription":"Quantifies exposure and supports pre-close and transaction-related steps."},{"name":"Property and excise tax support","value":"Address Property And Excise Taxes","valueDescription":"Provides support for property and excise tax issues."}]},{"name":"Remote CFO Services","anchor":"product-remote-cfo-services","type":"Service","url":"https://www.cloonancpa.com/remote-cfo-services","summary":"Get strategic financial plans, clearer cash visibility, and decision-ready reporting to support growth without the cost of a full-time CFO.","description":"Provides fractional, remote CFO support for owner-led and growing organizations. Services include financial planning, cash flow management, budgeting, performance analysis, profitability and growth planning, capital and lender support, and accounting oversight. Clients receive monthly reporting and review, with quarterly forecast and strategy updates. Engagements may be monthly retainers or projects, and the service works alongside bookkeeping and tax teams.","pricing":{},"features":[{"name":"Financial planning and forecasting","value":"Plan For Multiple Business Scenarios","valueDescription":"Uses plans, forecasts, and scenarios to evaluate outcomes and inform decisions."},{"name":"Cash flow management","value":"Improve Visibility Into Cash Needs","valueDescription":"Tracks near-term cash, liquidity, burn, runway, and working capital."},{"name":"Budgeting and performance analysis","value":"Track Budgets And Key Performance","valueDescription":"Compares actual results with budgets and reviews KPIs and variances."},{"name":"Profitability and growth planning","value":"Assess Profitability And Growth Capacity","valueDescription":"Examines margins and unit economics alongside plans for growth."},{"name":"Financial reporting and review cadence","value":"Review Results And Set Next Steps","valueDescription":"Regular reporting and meetings focus on decisions, actions, and strategic checkpoints."},{"name":"Capital and lender support","value":"Prepare For Lender Discussions","valueDescription":"Reviews debt and covenants and prepares financing materials."},{"name":"Investor and board reporting","value":"Prepare Clear Stakeholder Updates","valueDescription":"Helps communicate financial information to investors and boards."},{"name":"Accounting oversight and controls","value":"Strengthen Financial Oversight","valueDescription":"Coordinates financial reviews and accounting policies with existing teams."},{"name":"Flexible engagement options","value":"Choose A Retainer Or Project","valueDescription":"Selects ongoing support or defined projects with optional add-ons."}]},{"name":"Client Advisory Services (CAS)","anchor":"product-client-advisory-services-cas","type":"Service","url":"https://www.cloonancpa.com/client-advisory-services-cas","summary":"Get dependable monthly accounting and proactive financial guidance to make faster, better-informed decisions without building an internal accounting team.","description":"Combines monthly accounting operations, reporting, and guidance for organizations seeking dependable accounting without an internal accounting team. Services include close and reconciliations, management reporting, scoped payable and receivable workflows, payroll coordination, accounting technology setup and automation, and advisory meetings. Includes a monthly close and reporting cadence and quarterly process, KPI, and technology tune-ups.","pricing":{},"features":[{"name":"Monthly close and reconciliations","value":"Maintain Reliable, Up-To-Date Books","valueDescription":"A structured close process provides dependable records for reporting and review."},{"name":"Monthly advisory","value":"Turn Financial Reviews Into Next Steps","valueDescription":"Connects results with analysis and recommendations."},{"name":"Management reporting","value":"See Performance In Clear Reports","valueDescription":"Regular statements and performance measures provide clear financial information."},{"name":"Accounts payable and receivable workflows","value":"Improve Payables And Receivables Oversight","valueDescription":"Defined workflows organize approvals, vendor information, invoicing, and follow-up."},{"name":"Accounting technology and automation","value":"Streamline Accounting Workflows","valueDescription":"System setup, rules, and connected tools support accounting workflows."},{"name":"Client onboarding and workflow design","value":"Establish A Consistent Monthly Rhythm","valueDescription":"Onboarding establishes workflows and an ongoing monthly process."},{"name":"Action lists and compliance calendar","value":"Track Actions And Compliance Dates","valueDescription":"Tracks follow-up actions, compliance dates, and scoped workflow status."},{"name":"Payroll coordination","value":"Coordinate Payroll Accounting Activities","valueDescription":"Connects payroll information with accounting operations."},{"name":"Quarterly process and KPI tune-ups","value":"Refresh KPIs, Processes, And Technology","valueDescription":"Scheduled tune-ups revisit KPIs, processes, and technology."}],"marketCategories":[{"name":"Accounting Services","url":"https://nowen.ai/category/accounting-services"}]},{"name":"Start-Up Advisory Services","anchor":"product-start-up-advisory-services","type":"Service","url":"https://www.cloonancpa.com/start-up-advisory-services","summary":"Helps founders launch with organized accounting, a financial plan, and funding-ready materials, with ongoing guidance as the business grows.","description":"Helps founders establish an accounting foundation, plan finances, and prepare for funding. Support includes entity and tax setup, financial modeling, accounting system configuration, funding and due diligence preparation, and ongoing accounting and advisory options as the business grows. The firm handles finance, accounting, and tax matters and coordinates with the founder's attorney on corporate documents.","pricing":{},"features":[{"name":"Financial modeling and forecasting","value":"Plan Cash, Hiring, And Business Growth","valueDescription":"Uses financial models to support cash, hiring, and business planning."},{"name":"Entity and tax setup","value":"Choose And Set Up A Business Entity","valueDescription":"Provides guidance on entity options, founder equity, and tax elections."},{"name":"Accounting system configuration","value":"Configure A Practical Accounting Foundation","valueDescription":"Establishes a configured accounting system and connected workflows."},{"name":"Funding readiness","value":"Prepare Materials For Funding","valueDescription":"Organizes financial information and prepares funding materials."},{"name":"Due diligence support","value":"Prepare For Financial Due Diligence","valueDescription":"Reviews financial and tax records and addresses cap table and option planning."},{"name":"Ongoing startup finance and accounting support","value":"Continue Financial Guidance As You Scale","valueDescription":"Provides ongoing accounting or CFO support as the business grows."},{"name":"Startup compliance calendar","value":"Track Key Business Compliance Deadlines","valueDescription":"Keeps relevant business compliance deadlines visible."}]},{"name":"Strategic Planning Services","anchor":"product-strategic-planning-services","type":"Service","url":"https://www.cloonancpa.com/strategic-planning-services","summary":"Align financial plans with business goals, clarify growth priorities, and support confident execution with forecasts, cash planning, and measurable milestones.","description":"Combines finance analysis with business strategy to turn goals into actionable plans. Includes benchmarking, scenario analysis, 12–24 month forecasts and operating plans, pricing and profitability review, cash strategy, business environment analysis, and execution cadence. Deliverables include strategic priorities and milestones, forecasts and budgets, KPI dashboards, cash planning, funding recommendations, and quarterly review tools.","pricing":{},"features":[{"name":"Forecasting and operating plans","value":"Plan Revenue And Expenses 12–24 Months Ahead","valueDescription":"Connects forecasts to budgets for a forward-looking operating plan."},{"name":"Cash flow strategy","value":"Plan Cash Needs And Funding Options","valueDescription":"Supports cash and funding decisions with cash planning and working-capital review."},{"name":"Execution tracking","value":"Track Progress With KPIs And Action Plans","valueDescription":"Monitors progress and updates plans through meetings and action tracking."},{"name":"Strategic plan and milestones","value":"Set Priorities And Milestones","valueDescription":"Identifies priorities and milestones with supporting measures."},{"name":"Financial benchmarking and diagnostics","value":"Compare Performance Against Peers And Targets","valueDescription":"Assesses performance against peers and targets."},{"name":"Risk and scenario analysis","value":"Model Outcomes Across Multiple Scenarios","valueDescription":"Evaluates possible conditions and decisions using scenarios."},{"name":"Pricing and profitability analysis","value":"Identify Pricing And Profitability Opportunities","valueDescription":"Informs pricing and margin decisions through business analysis."},{"name":"Business environment review","value":"Assess Trends And Business Constraints","valueDescription":"Considers business conditions when planning next steps."},{"name":"Quarterly strategy reviews","value":"Refresh Strategy As The Business Evolves","valueDescription":"Updates strategy as business conditions and needs change."}]},{"name":"Regulatory compliance advisory","anchor":"product-regulatory-compliance-advisory","type":"Service","url":"https://www.cloonancpa.com/regulatory-compliance-advisory","summary":"Helps businesses reduce compliance risk and meet regulatory requirements with practical processes that minimize disruption to operations.","description":"Assesses a business's regulatory environment and practices, identifies compliance gaps, and develops policies, procedures, controls, calendars, and training. Supports responses to notices, examinations, and audits, and coordinates with legal counsel when interpretation or representation is needed.","pricing":{},"features":[{"name":"Risk assessment and gap analysis","value":"Identify And Prioritize Compliance Gaps","valueDescription":"Provides a written risk summary and prioritized remediation plan."},{"name":"Compliance program design","value":"Build A Structured Compliance Program","valueDescription":"Organizes responsibilities and processes for compliance activities."},{"name":"Policy and procedure development","value":"Establish Clear Compliance Procedures","valueDescription":"Gives staff practical guidance for compliance tasks."},{"name":"Compliance monitoring and calendar management","value":"Track Deadlines And Regulatory Changes","valueDescription":"Identifies due dates and owners and supports updates as requirements change."},{"name":"Notice and audit response","value":"Prepare For And Respond To Inquiries","valueDescription":"Documentation and response support help address agency inquiries."},{"name":"Regulatory area support","value":"Address Relevant Industry Compliance Areas","valueDescription":"Tailors support to applicable business and operational requirements."},{"name":"Cross-functional compliance coordination","value":"Align Teams And Counsel On Compliance","valueDescription":"Coordinates business teams and counsel to put compliance processes into practice."},{"name":"Compliance documentation and staff guidance","value":"Equip Staff With Practical Guidance","valueDescription":"Helps staff document processes and prepare supporting records."}]},{"name":"Data analytics services","anchor":"product-data-analytics-services","type":"Service","url":"https://www.cloonancpa.com/data-analytics-services","summary":"Turn accounting and operational data into clear insights that help customers spot issues, understand performance, and make decisions faster.","description":"Transforms accounting and operational data into dashboards, KPIs, forecasts, and models. Services include KPI design, forecasting, data pipeline and workflow setup, reporting packages, and analysis. Works with QuickBooks Online, spreadsheets, optional Power BI or Tableau, and connectors for POS, ecommerce, time-tracking, payroll, and CRM systems. Deliverables include KPI definitions, dashboards, snapshots, editable models, and insights memos.","pricing":{},"features":[{"name":"KPI design and dashboarding","value":"Track Performance With Clear KPI Dashboards","valueDescription":"Provides consistent views of key measures and business performance."},{"name":"Financial forecasting","value":"Forecast Results And Improve Cash Visibility","valueDescription":"Provides forward-looking financial and cash-flow views for planning."},{"name":"Scenario and business modeling","value":"Compare Scenarios And Evaluate Business Choices","valueDescription":"Helps examine alternative outcomes and business decisions."},{"name":"Data pipeline and workflow setup","value":"Connect And Standardize Business Data","valueDescription":"Organizes information from accounting and connected systems."},{"name":"Management reporting packages","value":"Deliver Clear Monthly Performance Reports","valueDescription":"Provides structured reports and action items for owners and boards."},{"name":"Real-time financial metric analysis","value":"Monitor Key Financial Metrics In Real Time","valueDescription":"Offers customizable real-time views to inform operational decisions."},{"name":"Ad hoc profitability and customer analysis","value":"Identify Profitability And Retention Patterns","valueDescription":"Clarifies performance across customers, segments, and services."}]}],"audiences":[],"segments":[],"faq":[],"comparisons":[],"sources":[{"url":"https://cloonancpa.com","text":"Cloonan CPA Services"},{"url":"https://www.cloonancpa.com/monthly-bookkeeping-services","text":"Monthly Bookkeeping Services"},{"url":"https://www.cloonancpa.com/accounting-system-development","text":"Accounting system development"},{"url":"https://www.cloonancpa.com/sales-tax-preparation-filing","text":"Sales Tax Preparation and Filing"},{"url":"https://www.cloonancpa.com/budget-development-review","text":"Budget Development & Review"},{"url":"https://www.cloonancpa.com/financial-statement-preparation","text":"Financial Statement Preparation"},{"url":"https://www.cloonancpa.com/nonprofit-accounting-services","text":"Nonprofit Accounting Services"},{"url":"https://www.cloonancpa.com/local-government-accounting-services","text":"Local Government Accounting Services"},{"url":"https://www.cloonancpa.com/business-tax-preparation-services","text":"Business Tax Preparation Services"},{"url":"https://www.cloonancpa.com/estate-gift-tax-planning","text":"Estate & Gift Tax Planning"},{"url":"https://www.cloonancpa.com/nonprofit-tax-services","text":"Nonprofit tax services"},{"url":"https://www.cloonancpa.com/sales-and-use-tax-consulting","text":"Sales and Use Tax Consulting"},{"url":"https://www.cloonancpa.com/personal-income-tax-planning","text":"Personal income tax planning"},{"url":"https://www.cloonancpa.com/federal-tax-consulting","text":"Federal Tax Consulting"},{"url":"https://www.cloonancpa.com/state-local-tax-consulting","text":"State & Local Tax (SALT) Consulting"},{"url":"https://www.cloonancpa.com/remote-cfo-services","text":"Remote CFO Services"},{"url":"https://www.cloonancpa.com/client-advisory-services-cas","text":"Client Advisory Services (CAS)"},{"url":"https://www.cloonancpa.com/start-up-advisory-services","text":"Start-Up Advisory Services"},{"url":"https://www.cloonancpa.com/strategic-planning-services","text":"Strategic Planning Services"},{"url":"https://www.cloonancpa.com/regulatory-compliance-advisory","text":"Regulatory compliance advisory"},{"url":"https://www.cloonancpa.com/data-analytics-services","text":"Data analytics services"}]}