# Cloonan CPA Services - Status: Unclaimed: compiled by Nowen from public sources, not reviewed by the company - Industry: Accounting - Market category: Accounting Services (https://nowen.ai/category/accounting-services) - Delivery model: services - Location: Ford City, PA, United States - Website: https://cloonancpa.com - AI agent profile: https://nowen.ai/agents/cloonancpa-com - Updated: 2026-11-10 - Directory: one of 110 AI agents in Accounting (https://nowen.ai/industry/accounting); one of 111 AI agents in Accounting Services (https://nowen.ai/category/accounting-services) - Read by AI assistants from: OpenAI, Perplexity > A CPA firm providing tax, accounting, bookkeeping, and advisory services to small businesses, nonprofits, and local governments. 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. ## Products & Services ### [Monthly Bookkeeping Services](https://www.cloonancpa.com/monthly-bookkeeping-services) *Service* Get clean, timely financials and a clear view of business finances each month, while making tax time more manageable. 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. - **Month-end close and general ledger review** — Complete The Monthly Close - **Transaction capture and categorization** — Keep Transactions Organized - **Bank and credit card reconciliations** — Verify Account Balances - **Monthly financial statements** — Review Monthly Financials - **Accounts receivable and payable posting** — Record Receivables And Payables - **1099 vendor tracking and preparation** — Track Vendors Year-Round - **Coding rules and monthly variance summary** — Clarify Coding And Variances - **Accounting system and bookkeeping setup** — Set Up A Consistent Workflow - **Fixed asset and depreciation schedule maintenance** — Maintain Asset Records - **Secure document exchange** — Share Documents Securely ### [Accounting system development](https://www.cloonancpa.com/accounting-system-development) *Service* Build a faster, more reliable accounting system that delivers clean data, useful reports, and a smoother month-end close. 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. - **Accounting file setup and migration** — Establish A Clean Accounting Foundation - **Workflow design and automation** — Streamline Recurring Accounting Work - **Financial reporting and dashboards** — Deliver Clear Financial Reports - **Chart of accounts configuration** — Organize Financial Data For Reporting - **System integrations and data mapping** — Connect Business Tools And Align Data - **Accounting controls and permissions** — Define Access And Approval Processes - **Implementation testing and optimization** — Validate And Refine The System - **Team training and documentation** — Equip Teams With Practical Guidance - **Secure document exchange** — Exchange Documents Through A Secure Portal ### [Sales Tax Preparation and Filing](https://www.cloonancpa.com/sales-tax-preparation-filing) *Service* Helps businesses manage sales and use tax filings, payments, and compliance details while preparing for notices and audits. 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. - **Nexus assessment and registration** — Identify And Address Filing Obligations - **Return preparation and e-filing** — Prepare And File Returns - **Taxability review and code mapping** — Apply Appropriate Tax Codes - **Payment remittance** — Remit Tax Payments - **Compliance calendar management** — Manage Filing Dates - **Marketplace and ecommerce support** — Support Online Sales Compliance - **Use-tax accruals** — Accrue Use Tax - **Reconciliations and exception handling** — Resolve Filing Discrepancies - **Exemption and resale certificate management** — Manage Tax Certificates - **Notice resolution** — Address Tax Notices - **Audit readiness** — Prepare Audit Documentation - **Tax software and platform support** — Connect Tax Data Sources ### [Budget Development & Review](https://www.cloonancpa.com/budget-development-review) *Service* Turn financial data into an operating plan, track performance against targets, and use regular reviews to guide next steps. 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. - **Operating budget development** — Build Budgets From Goals And Prior Results - **Budget-to-actual reporting** — Compare Actual Results With Budget Targets - **Rolling forecast development** — Update Forecasts With Actuals And Scenarios - **Monthly and year-end budget review** — Review Results And Refine Future Budgets - **Budget execution monitoring** — Track Actuals And Maintain Accountability - **Cash-flow planning** — Plan Cash Flow Weekly Or Monthly - **Budget approval preparation** — Prepare Plans For Owner Or Board Approval - **Department and location budgeting** — Allocate Budgets By Department Or Location - **KPI target setting** — Set Targets And Monitor Key Metrics ### [Financial Statement Preparation](https://www.cloonancpa.com/financial-statement-preparation) *Service* Receive reliable, purpose-fit financial statements and supporting schedules for clearer oversight and stakeholder decisions. 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. - **Financial statements and supporting schedules** — Deliver Complete Financial Reporting - **Flexible reporting frameworks** — Match Statements To Reporting Needs - **Engagement options** — Choose A Suitable Engagement - **Monthly reporting cadence** — Receive Timely Monthly Reporting - **Stakeholder-ready reporting** — Prepare Reports For Stakeholders - **Year-end reporting package** — Prepare Year-End Reporting Materials - **Audit and review coordination** — Coordinate Independent Audit Support - **Accounting policy and close documentation** — Document Policies And Close Procedures - **Secure document portal** — Manage Documents Through A Secure Portal ### [Nonprofit Accounting Services](https://www.cloonancpa.com/nonprofit-accounting-services) *Service* Gives nonprofits clear, board-ready financial information and proactive accounting support to help keep their mission front and center. 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. - Categories: Accounting Services (https://nowen.ai/category/accounting-services) - **Fund and program accounting** — Track Funds By Program - **Board-ready financial statements** — Prepare Board-Ready Financials - **Grant tracking and reporting** — Monitor Grant Spending - **Monthly close and reconciliations** — Close And Reconcile Monthly - **Form 990 preparation and e-filing** — Prepare And E-File 990 Returns - **Budgeting and forecasting** — Plan Budgets By Program - **Donor revenue recognition** — Record Donor Revenue - **Policies and internal controls** — Strengthen Accounting Controls - **Accounts payable and receivable processing** — Process Payables And Receivables - **In-kind entry recording** — Record In-Kind Entries - **Audit, review, and compilation preparation** — Prepare Audit Support Materials - **Fixed-asset tracking** — Track Assets And Depreciation - **Vendor compliance and 1099 reporting** — Manage Vendor 1099 Reporting - **Accounting platform and donor-system integrations** — Connect Accounting And Donor Systems - **Secure document exchange** — Exchange Documents Securely ### [Local Government Accounting Services](https://www.cloonancpa.com/local-government-accounting-services) *Service* Receive clear, timely fund-level financial information and practical accounting support for monthly operations, budgets, grants, and year-end reporting. 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. - Categories: Accounting Services (https://nowen.ai/category/accounting-services) - **Fund accounting setup and maintenance** — Organize Government Finances By Fund - **Monthly close and reconciliations** — Keep Monthly Records Current And Reconciled - **Government financial reporting and compliance** — Prepare Financial And Compliance Reports - **Budget development and monitoring** — Track Budgets Against Actual Results - **Grant and program accounting** — Track Awards And Support Grant Reporting - **Capital asset and debt tracking** — Maintain Asset And Debt Schedules - **Accounts payable and receivable support** — Support Vendor And Revenue Processes - **Internal controls and policies** — Document Controls And Approval Procedures - **Accounting systems and secure document exchange** — Use Existing Systems And Share Documents Securely ### [Business Tax Preparation Services](https://www.cloonancpa.com/business-tax-preparation-services) *Service* Get accurate, timely business tax filings, manage estimates and deadlines, and receive clear recommendations while focusing on running your company. 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. - **Business return preparation** — Prepare Federal Business Returns - **State and local tax filings** — File Across Multiple Jurisdictions - **Tax savings review** — Review Potential Tax Savings - **Electronic return filing and delivery** — E-File And Receive Return Records - **Year-end book and tax adjustments** — Align Books With Tax Reporting - **Quarterly estimated tax calculations** — Calculate And Track Tax Estimates - **Tax workpapers and next-year guidance** — Plan Ahead With Clear Deliverables - **Extensions, amended returns, and prior-year cleanup** — Address Filing Changes And Prior Issues - **Depreciation and fixed asset schedules** — Organize Depreciation And Asset Records - **Basis and capital account tracking** — Track Basis And Capital Accounts - **State apportionment and composite filings** — Handle Apportionment And Composite Filings - **Post-filing support** — Get Support After Filing ### [Estate & Gift Tax Planning](https://www.cloonancpa.com/estate-gift-tax-planning) *Service* Plan wealth transfers, support family and charitable goals, and manage transfer taxes with modeled strategies and coordinated implementation. 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. - **Lifetime gifting strategy** — Plan Gifts With Tax Considerations - **Lifetime exemption and portability tracking** — Track Exemption Use And Portability - **Business and real estate transfer planning** — Plan Business And Property Transfers - **Gift and estate tax return support** — Prepare Returns And Coordinate Filings - **Trust and entity coordination** — Coordinate Trust And Entity Planning - **Cash-flow and tax modeling** — Compare Modeled Planning Options - **Ongoing plan maintenance** — Update Plans As Circumstances Change - **Transfer funding and basis planning** — Guide Funding And Basis Decisions - **Charitable transfer planning** — Coordinate Charitable Giving Strategies - **Valuation and election documentation** — Document Valuations And Elections ### [Nonprofit tax services](https://www.cloonancpa.com/nonprofit-tax-services) *Service* Helps nonprofits file accurate returns, navigate tax and state requirements, and give boards, donors, and regulators clearer compliance information. 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. - **Nonprofit return preparation and filing** — File Required Nonprofit Returns - **Public support test planning** — Monitor Public Charity Status - **State registration and filing support** — Manage State Filing Requirements - **Contribution reporting** — Document Contributions And Gifts - **IRS and state notice and audit support** — Respond To Notices And Audits - **Unrelated business income analysis** — Evaluate Unrelated Business Income - **Sales and use tax exemption guidance** — Address Exemptions And Taxable Events - **Fundraising event reporting** — Report Fundraising Activities - **Governance narratives and board review** — Prepare Board-Ready Tax Materials - **Next-year due-date and planning guidance** — Plan For Upcoming Tax Obligations - **Foreign activity and grant disclosures** — Report Foreign Activities And Grants - **Secure document collection and filing workflow** — Complete A Guided Filing Process ### [Sales and Use Tax Consulting](https://www.cloonancpa.com/sales-and-use-tax-consulting) *Service* Helps businesses establish a defensible sales and use tax approach, address exposure, configure systems, and manage compliance challenges. 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. - **Nexus analysis and registration planning** — Clarify Registration Obligations - **Product and service taxability review** — Determine Taxability - **Tax system configuration** — Align Tax Systems - **Audit readiness and defense** — Prepare For Audits - **Exemption and resale certificate program** — Manage Exemption Certificates - **Voluntary disclosure and look-back remediation** — Address Historical Exposure - **Notice response and penalty abatement** — Respond To Tax Notices - **Compliance process design and monitoring** — Maintain Compliance Processes ### [Personal income tax planning](https://www.cloonancpa.com/personal-income-tax-planning) *Service* Helps individuals minimize taxes legally, align tax decisions with cash flow and goals, avoid surprises, and stay compliant throughout the year. 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. - **Tax projections and scenario modeling** — Anticipate Tax Liability - **Estimated tax and withholding planning** — Plan Payments And Withholding - **Tax action plan and monitoring** — Follow A Timely Tax Plan - **Retirement and health account planning** — Coordinate Account Contributions - **Equity compensation tax modeling** — Model Equity Compensation Taxes - **Pass-through owner tax planning** — Review Owner Tax Considerations - **Multi-state and local tax planning** — Address Multi-State Tax Exposure - **Charitable tax strategies** — Coordinate Charitable Giving - **Real estate tax planning** — Evaluate Real Estate Tax Factors - **Tax return preparation coordination** — Coordinate Planning And Filing - **Deduction and credit checklist** — Capture Deductions And Credits - **Education tax planning** — Coordinate Education Tax Decisions ### [Federal Tax Consulting](https://www.cloonancpa.com/federal-tax-consulting) *Service* Plan federal taxes year-round, evaluate the tax impact of business decisions, and implement documented strategies designed to reduce risk and maximize opportunities. 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. - **Entity and structure planning** — Align Entity Structure With Business Goals - **Fixed asset and capitalization planning** — Plan Asset Deductions And Depreciation - **Federal tax projections** — Model Federal Tax Scenarios - **Tax strategy implementation and monitoring** — Implement And Monitor Tax Strategies - **Inventory and accounting method planning** — Review Inventory Methods And Elections - **Compensation and fringe benefit planning** — Evaluate Compensation And Fringe Benefits - **Credits and incentives review** — Identify Applicable Credits And Elections - **Estimated tax planning** — Plan Quarterly Tax Estimates - **Meals, travel, and entertainment policies** — Document Meals And Travel Policies - **Retirement plan tax advisory** — Plan Retirement Contributions And Funding - **Written planning deliverables** — Receive Documented Recommendations And Schedules ### [State & Local Tax (SALT) Consulting](https://www.cloonancpa.com/state-local-tax-consulting) *Service* Clarify state and local tax obligations, address exposure, and implement practical strategies to support compliant filings and informed business decisions. 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. - **Nexus and registration planning** — Clarify Where You Must Register - **State and local income tax analysis** — Plan State And Local Tax Filings - **Tax controversy and remediation** — Resolve Notices And Reduce Exposure - **Sales and use tax strategy** — Align Taxability And Systems - **SALT implementation and ongoing compliance** — Implement Plans And Maintain Compliance - **Credits and incentives** — Identify Incentives And Support Claims - **M&A tax due diligence** — Assess Tax Exposure Before Transactions - **Property and excise tax support** — Address Property And Excise Taxes ### [Remote CFO Services](https://www.cloonancpa.com/remote-cfo-services) *Service* Get strategic financial plans, clearer cash visibility, and decision-ready reporting to support growth without the cost of a full-time CFO. 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. - **Financial planning and forecasting** — Plan For Multiple Business Scenarios - **Cash flow management** — Improve Visibility Into Cash Needs - **Budgeting and performance analysis** — Track Budgets And Key Performance - **Profitability and growth planning** — Assess Profitability And Growth Capacity - **Financial reporting and review cadence** — Review Results And Set Next Steps - **Capital and lender support** — Prepare For Lender Discussions - **Investor and board reporting** — Prepare Clear Stakeholder Updates - **Accounting oversight and controls** — Strengthen Financial Oversight - **Flexible engagement options** — Choose A Retainer Or Project ### [Client Advisory Services (CAS)](https://www.cloonancpa.com/client-advisory-services-cas) *Service* Get dependable monthly accounting and proactive financial guidance to make faster, better-informed decisions without building an internal accounting team. 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. - Categories: Accounting Services (https://nowen.ai/category/accounting-services) - **Monthly close and reconciliations** — Maintain Reliable, Up-To-Date Books - **Monthly advisory** — Turn Financial Reviews Into Next Steps - **Management reporting** — See Performance In Clear Reports - **Accounts payable and receivable workflows** — Improve Payables And Receivables Oversight - **Accounting technology and automation** — Streamline Accounting Workflows - **Client onboarding and workflow design** — Establish A Consistent Monthly Rhythm - **Action lists and compliance calendar** — Track Actions And Compliance Dates - **Payroll coordination** — Coordinate Payroll Accounting Activities - **Quarterly process and KPI tune-ups** — Refresh KPIs, Processes, And Technology ### [Start-Up Advisory Services](https://www.cloonancpa.com/start-up-advisory-services) *Service* Helps founders launch with organized accounting, a financial plan, and funding-ready materials, with ongoing guidance as the business grows. 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. - **Financial modeling and forecasting** — Plan Cash, Hiring, And Business Growth - **Entity and tax setup** — Choose And Set Up A Business Entity - **Accounting system configuration** — Configure A Practical Accounting Foundation - **Funding readiness** — Prepare Materials For Funding - **Due diligence support** — Prepare For Financial Due Diligence - **Ongoing startup finance and accounting support** — Continue Financial Guidance As You Scale - **Startup compliance calendar** — Track Key Business Compliance Deadlines ### [Strategic Planning Services](https://www.cloonancpa.com/strategic-planning-services) *Service* Align financial plans with business goals, clarify growth priorities, and support confident execution with forecasts, cash planning, and measurable milestones. 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. - **Forecasting and operating plans** — Plan Revenue And Expenses 12–24 Months Ahead - **Cash flow strategy** — Plan Cash Needs And Funding Options - **Execution tracking** — Track Progress With KPIs And Action Plans - **Strategic plan and milestones** — Set Priorities And Milestones - **Financial benchmarking and diagnostics** — Compare Performance Against Peers And Targets - **Risk and scenario analysis** — Model Outcomes Across Multiple Scenarios - **Pricing and profitability analysis** — Identify Pricing And Profitability Opportunities - **Business environment review** — Assess Trends And Business Constraints - **Quarterly strategy reviews** — Refresh Strategy As The Business Evolves ### [Regulatory compliance advisory](https://www.cloonancpa.com/regulatory-compliance-advisory) *Service* Helps businesses reduce compliance risk and meet regulatory requirements with practical processes that minimize disruption to operations. 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. - **Risk assessment and gap analysis** — Identify And Prioritize Compliance Gaps - **Compliance program design** — Build A Structured Compliance Program - **Policy and procedure development** — Establish Clear Compliance Procedures - **Compliance monitoring and calendar management** — Track Deadlines And Regulatory Changes - **Notice and audit response** — Prepare For And Respond To Inquiries - **Regulatory area support** — Address Relevant Industry Compliance Areas - **Cross-functional compliance coordination** — Align Teams And Counsel On Compliance - **Compliance documentation and staff guidance** — Equip Staff With Practical Guidance ### [Data analytics services](https://www.cloonancpa.com/data-analytics-services) *Service* Turn accounting and operational data into clear insights that help customers spot issues, understand performance, and make decisions faster. 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. - **KPI design and dashboarding** — Track Performance With Clear KPI Dashboards - **Financial forecasting** — Forecast Results And Improve Cash Visibility - **Scenario and business modeling** — Compare Scenarios And Evaluate Business Choices - **Data pipeline and workflow setup** — Connect And Standardize Business Data - **Management reporting packages** — Deliver Clear Monthly Performance Reports - **Real-time financial metric analysis** — Monitor Key Financial Metrics In Real Time - **Ad hoc profitability and customer analysis** — Identify Profitability And Retention Patterns ## Sources - [Cloonan CPA Services](https://cloonancpa.com) - [Monthly Bookkeeping Services](https://www.cloonancpa.com/monthly-bookkeeping-services) - [Accounting system development](https://www.cloonancpa.com/accounting-system-development) - [Sales Tax Preparation and Filing](https://www.cloonancpa.com/sales-tax-preparation-filing) - [Budget Development & Review](https://www.cloonancpa.com/budget-development-review) - [Financial Statement Preparation](https://www.cloonancpa.com/financial-statement-preparation) - [Nonprofit Accounting Services](https://www.cloonancpa.com/nonprofit-accounting-services) - [Local Government Accounting Services](https://www.cloonancpa.com/local-government-accounting-services) - [Business Tax Preparation Services](https://www.cloonancpa.com/business-tax-preparation-services) - [Estate & Gift Tax Planning](https://www.cloonancpa.com/estate-gift-tax-planning) - [Nonprofit tax services](https://www.cloonancpa.com/nonprofit-tax-services) - [Sales and Use Tax Consulting](https://www.cloonancpa.com/sales-and-use-tax-consulting) - [Personal income tax planning](https://www.cloonancpa.com/personal-income-tax-planning) - [Federal Tax Consulting](https://www.cloonancpa.com/federal-tax-consulting) - [State & Local Tax (SALT) Consulting](https://www.cloonancpa.com/state-local-tax-consulting) - [Remote CFO Services](https://www.cloonancpa.com/remote-cfo-services) - [Client Advisory Services (CAS)](https://www.cloonancpa.com/client-advisory-services-cas) - [Start-Up Advisory Services](https://www.cloonancpa.com/start-up-advisory-services) - [Strategic Planning Services](https://www.cloonancpa.com/strategic-planning-services) - [Regulatory compliance advisory](https://www.cloonancpa.com/regulatory-compliance-advisory) - [Data analytics services](https://www.cloonancpa.com/data-analytics-services)