Kirsch CPA Group

Get tailored accounting support and timely financial information without adding staff overhead.

Get tailored payroll support that saves time, supports compliance, and connects payroll with accounting needs.

Plan and prepare taxes around business and personal goals to manage obligations and make informed decisions.

Gain credible financial statements, stakeholder confidence, and practical insights to support informed decisions.

Gain financial visibility and strategic guidance to improve operations and pursue growth without hiring a full-time CFO.

Gain financial insight to make informed decisions, improve profitability, and plan for long-term business success.

Prepare for an ownership transition while balancing personal and business goals and supporting a smoother succession.

Gain financial clarity, identify transaction risks and opportunities, and make informed buying or selling decisions.

Improve confidence in financial records and reporting to make informed decisions and manage books more effectively.

Outsourced Accounting Services

Kirsch CPA Group provides outsourced accounting support for businesses and nonprofits, from bookkeeping and payroll processing to monthly close, financial reporting, and outsourced controllership. The firm can handle some or all accounting functions, or train and work with internal staff. Services can include transaction processing, reconciliations, financial monitoring, accounting software support, and guidance on accounting matters. This gives organizations access to accounting professionals without hiring additional staff.

Category: Accounting Services

• Match Support To Your Needs
  Choose full or partial accounting support, or work with Kirsch CPA Group alongside internal staff.
• Keep Transactions Organized
  Get support with transaction processing, invoicing, accounts receivable, bill payment, and payroll recording.
• Improve Financial Visibility
  Management reports, cash flow assessments, and budget monitoring help organizations understand financial activity and inform decisions.
• Access Support Without Hiring Staff
  Use external accounting professionals to support accounting functions without adding accounting employees and associated overhead.
• Close Books With Ongoing Support
  Receive support with reconciliations, adjusting entries, and other month-end activities to maintain accounting records and prepare monthly statements.
• Add Experienced Accounting Oversight
  Access professional oversight of accounting operations and support with reconciliations and communications with outside parties.
• Optimize Accounting Software
  Get guidance on accounting software selection, use, and implementation, including QuickBooks and other accounting or ERP applications.
• Use Accounting Expertise To Guide Decisions
  Receive accounting-related guidance on financial matters, business opportunities, and accounting requirements.

Payroll services

Kirsch CPA Group provides customizable payroll support integrated with accounting and tax services. Businesses can choose full-service payroll processing, limited oversight, or assistance with specific needs. Services include payroll processing and reporting, payroll tax compliance, workers’ compensation, benefits administration, and garnishment management. Kirsch can work with platforms such as ADP, Paychex, Paycor, Deltek, and Intuit, and can support employee setup, payroll reviews, payroll recording in accounting software, and retirement deferral deposits. The team also helps businesses address multistate and local payroll tax obligations and provides guidance related to profit sharing, bonuses, awards, hiring, and compensation.

• Manage Payroll With Support
  Choose support that includes payroll processing and reporting as part of broader accounting operations.
• Address Payroll Tax Obligations
  Get assistance with payroll tax requirements across state and local jurisdictions.
• Choose Payroll Support That Fits
  Select a service level from limited oversight and payroll review to full-service assistance while continuing to use supported platforms.
• Connect Payroll And Accounting
  Keep payroll connected to accounting services, including recording payroll entries in accounting software.
• Support Employee Setup
  Get assistance with employee setup and ongoing payroll-related questions.
• Inform Hiring And Compensation Decisions
  Use guidance on profit sharing, bonuses, and awards, together with cash flow insights, to inform hiring and compensation decisions.
• Initiate Retirement Deposits
  Have Kirsch initiate retirement deferral deposits as part of full-service payroll support.
• Support Employee Benefits
  Access workers’ compensation and benefits administration support as part of payroll services.
• Manage Payroll Garnishments
  Get support managing garnishments as part of payroll services.

Tax Planning and Preparation

Kirsch CPA Group provides business and individual tax planning and preparation tailored to clients’ goals and business strategies. Business services include corporate and partnership returns, income tax accounting, tax advice on major transactions, entity-structure evaluation, tax compliance, and audit support. Individual services include federal, state, local, estate, gift, and trust tax returns for business owners and high-net-worth individuals. Proactive planning addresses tax credits and incentives, tax liabilities, business changes, and payment timing. Clients can securely upload individual tax documents through TaxCaddy.

• Plan Taxes Around Business Goals
  Proactive planning helps clients understand tax situations in advance, manage obligations, and consider tax effects as they pursue business and financial goals.
• Prepare Business Tax Returns
  Receive preparation support for corporate and partnership returns, income tax accounting, and estimated quarterly payments.
• Prepare Individual And Estate Returns
  Get help preparing individual, estate, gift, and trust tax returns.
• Manage Tax Credits And Compliance
  Identify tax credit opportunities and address state and local requirements, including multistate sales and use tax and payroll tax.
• Assess Tax Effects Of Major Decisions
  Evaluate tax considerations for transactions and business changes, including entity structure, expansion, acquisitions, and distributions.
• Address Tax Audits And Transactions
  Receive support with transaction-related tax due diligence, audit representation, and IRS appeals.
• Upload Tax Documents Securely
  Submit individual tax documents securely through TaxCaddy and link investment accounts for automatic document uploads.
• Access Specialized Tax Calculations
  Receive cost segregation and fringe benefit calculations as part of business tax support.

Audit and assurance services

Kirsch CPA Group provides audits, reviews, compilations, agreed-upon procedures, and financial statement preparation for businesses and nonprofits. Its collaborative approach considers an organization’s risks and goals and may examine procedures and systems related to inventory, finances, and personnel. The work supports credible financial reporting and can identify opportunities to improve efficiency, profitability, and business operations. Services also include nonprofit financial statement support and profitability analysis comparing company performance with industry peers.

Category: Audit and Assurance Services

• Strengthen Financial Statement Credibility
  Audited financial statements provide third parties with confidence through examination of source documents, controls, and financial information.
• Tailor Audits To Business Needs
  A collaborative review of risks and goals informs a customized audit process and relevant insights.
• Identify Operational Improvement Opportunities
  Findings and recommendations can support efficiency, profitability, and business health.
• Provide Appropriate Financial Assurance
  Choose limited assurance through a review or financial statement compilation without formal assurance, depending on reporting needs.
• Monitor Financial Health With Clear Reports
  Financial statements provide visibility into cash, receivables, inventory, revenue, expenses, liabilities, and equity.
• Support Nonprofit Financial Reporting
  Nonprofit-specific financial statement engagements and related services support financial diligence and compliance.
• Address Specific Assurance Needs
  Access assurance work focused on agreed procedures.

Outsourced CFO Services

Kirsch CPA Group’s outsourced CFO services provide small and midsize businesses with financial analysis, forecasting, planning, and ongoing strategic support without the expense of a full-time CFO. Support can include cash flow and sales forecasting, budgeting, KPI benchmarking, profit and pricing analysis, tax strategies, funding assistance, reporting, and planning for growth, expansion, acquisition, or retirement.

• Plan For Business Goals
  Develop strategic plans and assess growth, expansion, acquisition, or retirement decisions.
• Understand And Plan Financial Needs
  Financial analysis, forecasting, and budgeting help assess business health and plan for cash and operating needs.
• Track Performance Against Metrics
  Create, benchmark, and monitor indicators to assess results and progress toward business goals.
• Identify Profit And Pricing Opportunities
  Analyze profit drivers, payroll costs, and pricing to inform operational and pricing decisions.
• Align Financial And Tax Decisions
  Consider controls and tax consequences alongside financial decisions and business operations.
• Assess Financing Options
  Use debt analysis and funding assistance to inform financing and capitalization decisions.
• Review Financial Results
  Use recurring reporting to review financial information and support business planning.
• Model Business Opportunities
  Use SWOT analysis and business modeling to support strategic planning.
• Address Governance And Compliance
  Include governance and compliance considerations in broader financial support.

Business advisory services

Kirsch CPA Group’s business advisory services help businesses understand their financial health and navigate planning, budgeting, and decision-making. Support is provided monthly, quarterly, or as needed and can include reporting, financial and operational analysis, strategic planning, and tailored recommendations.

• Guide Strategic Decisions
  Review financial results, performance indicators, improvement opportunities, and future strategies in support of business goals.
• Clarify Financial Performance
  Reporting and accounting support provide visibility into business activity, income, expenses, assets, and revenue recognition.
• Evaluate Financial Scenarios
  Cash flow planning and financial models help examine needs, decisions, and growth opportunities.
• Access Advice As Needed
  Receive advisory services monthly, quarterly, or as needed.
• Understand Tax Position
  Review current and projected results to understand tax position during planning and decision-making.
• Assess Value And Plan Acquisitions
  Access business valuation and acquisition planning as part of advisory support.
• Analyze Gross Profit And Margins
  Examine gross profit and margins as part of the financial review.
• Review Internal Controls
  Examine business controls as part of broader financial advisory support.
• Review Compensation And Project Costs
  Examine owner compensation and costs associated with jobs and projects.
• Refine Accounting Processes
  Consider software options and revise the chart of accounts as part of accounting support.
• Access Additional Advisory Services
  The advisory offering also includes audit and attestation services and ESOP evaluation.

Succession planning

Kirsch CPA Group provides coaching and hands-on advisory support to help business owners plan for an ownership transition. The customized process can address exits through acquisition, merger, partnership, asset sale, liquidation, IPO, successor, or ESOP. Support includes clarifying personal and business goals, valuing the business, preparing it for sale, and developing a plan with defined goals, management expectations, financial considerations, and timing.

• Plan Multiple Exit Routes
  Consider multiple transition paths and shape an exit strategy in advance.
• Prepare And Value Your Business
  Assess business value, identify issues, and prepare the company for a potential sale.
• Develop And Monitor A Succession Plan
  Use advisory support to assess transition issues, develop a plan, and monitor progress.
• Plan Transition Finances
  Address financial considerations including valuation, financing, cash flow, retirement funds, taxes, and inheritance.
• Clarify Transition Goals
  Bring personal and business priorities into focus to shape the succession strategy.
• Define Roles And Expectations
  Set clear management roles, expectations, and policies to help reduce disruption during transition.
• Prepare Successors And Set Timelines
  Plan management training and transition timing, and clarify the founder’s role after stepping down.
• Support Clear Family Communication
  Help participants stay focused on shared goals and address family dynamics that may complicate a transition.

M&A Support

Kirsch CPA Group provides M&A advisory services for business owners buying or selling a business. Support includes market analysis valuations, formal business valuations, cash flow planning, buy-side and sell-side due diligence, deal oversight, financial and operational analysis, and deal structuring and negotiation assistance. The process can include reviewing financial statements, tax returns, earnings, working capital, risks, and opportunities, as well as support through closing, transition, and ongoing accounting or tax planning. Formal valuations can support external requirements and ownership decisions; market analysis considers business financial performance and market conditions.

• Verify Earnings And Surface Risks
  Get an independent review of financial performance and potential liabilities to understand earnings, cash flow, and risks before closing.
• Address Issues Before Going To Market
  Surface and address reporting, compliance, concentration, and other risks before buyer review to support discussions about price and terms.
• Assess Business Value And Offers
  Use market analysis and formal valuation to evaluate an acquisition, offer, ownership change, or tax and contractual requirement, and understand business value in financial and market context.
• Inform Key Transaction Decisions
  Use valuation insight to evaluate offers, plan acquisitions or exits, and support ownership, partner, and employee incentive decisions.
• Strengthen Transaction Terms
  Use financial analysis to evaluate and negotiate deal structure, working capital arrangements, earnouts, and other terms.
• Identify Deal Risks And Upside
  See issues that may affect deal value alongside potential tax and operational improvements.
• Evaluate Cash Flow And Funding Needs
  Understand cash generation, working capital requirements, and capacity to support debt and growth.
• Carry Support Beyond Closing
  Continue receiving transaction, accounting, and advisory support after closing, including transition assistance and tax planning.

QuickBooks Cleanup & Consulting

Kirsch CPA Group’s QuickBooks services help businesses clean up and optimize accounting records and processes. Certified QuickBooks ProAdvisors provide needs analysis, customized training, troubleshooting, management reporting, bookkeeping support, software transitions, and integration assistance. Cleanup can include bank reconciliation, correcting balance sheet errors, identifying duplicate transactions, and reviewing historical financial statements. The team also supports other accounting software.

• Restore Confidence In Financial Records
  Address accounting record issues to support more reliable financial information and reporting.
• Get Useful Financial Reports
  Management reports and clearer financial information help businesses understand financial health and make informed decisions.
• Build QuickBooks Skills
  Clarify support requirements and learn to use QuickBooks in ways suited to the business.
• Resolve QuickBooks Issues
  Get help addressing common software problems.
• Streamline Everyday Bookkeeping
  Process guidance and bookkeeping support help clients manage their books and everyday tasks more effectively.
• Transition And Connect Accounting Tools
  Get support moving to QuickBooks Online and connecting accounting software.
• Get Support Across Software
  Receive software support for accounting platforms beyond QuickBooks.