Mize CPAs

Helps small and mid-sized businesses improve operations, strengthen financial stability, and plan for sustainable growth with ongoing professional guidance.

Simplifies bill payment with flexible AP support and cloud-based tools that save time, reduce costs, and minimize fraud risk.

Choose an appropriate assurance engagement, navigate the process efficiently, and identify opportunities to improve operations and limit exposures.

Get coordinated, tax-sensitive guidance to plan financial goals, manage investments, and prepare for retirement, business transitions, and wealth needs.

Get tailored accounting support and accessible financial information while freeing your team to focus on business operations.

Get tailored IT guidance, hosted business applications, software development, and network support without needing all the IT resources in-house.

McDonald’s owners can tailor accounting and advisory support to their operations, access financial information online, and get guidance for tax, business, and growth decisions.

Simplifies payroll administration with flexible processing, employee self-service, and support for payroll tax filings and multi-state requirements.

Get proactive, tailored tax guidance to pursue business goals, manage tax obligations, and identify potential savings and incentives.

Business advisory services

Hands-on consultation and ongoing support for small to mid-sized businesses, including strategy building, accounting reviews, and advisory and planning services. Mize professionals help improve operations and financial position, identify opportunities to reduce costs and maximize investments, and coordinate tax, accounting, and business consulting support to help build a strong financial foundation.

• Improve Business Processes
  Get consultation and support focused on improving business processes as part of a technology-enabled approach to financial stability and healthy growth.
• Plan Successful Business Transitions
  Plan for a business transition with succession guidance and long-term strategic planning focused on building and sustaining business value.
• Identify Profitability Opportunities
  Use profitability analysis to assess the business and identify opportunities to reduce costs and maximize investments.
• Plan, Budget, And Forecast Strategically
  Develop strategic plans, budgets, and forecasts, with related consulting support that can include business continuity planning, projections, and internal control reviews.
• Assess Business Entity Structure
  Review business entity structure with professional analysis as part of broader business and financial planning.
• Plan Estate, Gift, And Trust Strategies
  Address estate, gift, and trust considerations through advisory strategy and planning services.
• Access Restaurant-Specific Advisory
  Receive business advisory support tailored to restaurant operations, including growth and rewrite consulting, succession planning, retirement and estate planning, and business valuation.
• Review Business Accounting
  Receive ongoing accounting reviews as part of broader advisory support for improving business operations and financial position.

Accounts payable services

Mize CPAs provides customizable accounts payable services through a cloud-based platform that connects with clients’ general ledgers. Businesses can choose full-service processing, with Mize’s team handling the AP process, or a hosted option that lets their own staff manage it. The solution uses robotic process automation and supports access to AP transaction details and scanned invoices from monthly financial statements. Hosted clients can use the Bill Pay Portal for vendor management, electronic invoice submission, invoice approval and processing, posting invoices, and processing payments. A resource center offers training videos and guidance for managing AP tasks.

• Choose The AP Support Model That Fits
  Choose outsourced processing by Mize’s team or use the hosted system while your staff manages the process.
• Connect AP Data To Your General Ledger
  Access AP transaction details and scanned invoice images from monthly financial statements through a platform integrated with the general ledger.
• Process Vendor Payments Through The Portal
  Use the Bill Pay Portal to process payments and manage vendor bill payment through the AP service.
• Reduce Time, Costs, And Fraud Risk
  The technology-enabled AP solution is intended to save time, reduce costs, and minimize fraud risk.
• Automate Accounts Payable Processing
  Robotic process automation supports the AP solution’s bill-processing workflows.
• Submit, Review, And Post Invoices
  The portal supports electronic invoice submission, invoice approval workflows, processing invoices with or without approval, and posting invoices.
• Manage Vendors Through The Bill Pay Portal
  Training materials cover vendor management tasks for users of the hosted Bill Pay Portal.
• Learn AP Workflows With Guided Resources
  Access hosted AP training videos and reference materials for using the portal and completing accounts payable tasks.

Audit and attest services

Mize CPAs provides audits and assurance engagements, with reviews, compilations, and agreed-upon procedures available when a full audit is not needed. The team works with clients to develop an integrated engagement plan, use time and budgets efficiently, and identify opportunities to improve efficiencies and limit exposures while maintaining independence. Its CPAs stay current on accounting standards and reporting requirements, and the firm also provides employee benefit plan audits across a wide range of plan types. Mize audits more than 50 benefit plans annually, identifies areas of risk in light of current Department of Labor regulations, and helps clients navigate and respond to DOL compliance matters. The firm can also help organizations considering a change of auditor or unsure whether their plan needs an audit.

Category: Audit and Assurance Services

• Choose The Right Assurance Engagement
  Clients can consider an audit, review, compilation, or agreed-upon procedures based on their needs. When a full audit is not necessary, an alternative engagement may save time and money.
• Apply Current Audit Expertise
  Work with professionals who keep current on accounting standards and reporting requirements, serve organizations across multiple industries, and maintain specialized knowledge of employee benefit plan audits.
• Identify Efficiency And Control Improvements
  Clients can receive suggestions for improving operational efficiency and internal controls and limiting exposures, in addition to the historical analysis involved in attest work.
• Leverage Specialized Plan Audit Experience
  Work with auditors experienced in a wide range of employee benefit plan structures and specialized audit requirements.
• Identify Plan Risks And Navigate DOL Matters
  Gain insight into benefit plan risk areas and support navigating employee benefit regulations and responding to Department of Labor compliance matters.
• Use Time And Budget Efficiently
  Collaborative planning helps clients and the audit team organize the engagement around the organization’s circumstances and make efficient use of time and budget.
• Maintain Direct Shareholder Contact
  Ongoing team continuity reduces the need to orient a new auditor each year, while frequent direct contact with a shareholder keeps experienced firm leadership involved.
• Clarify Audit Needs And Options
  Discuss whether a benefit plan audit is needed or whether a change from the current auditor is being considered.
• Complete Audit Work Electronically
  Electronic completion of much of the audit work is cited by a client as one aspect that makes the audit process easier.

Financial planning support

Mize CPAs provides financial planning through its accounting and tax services and connects many high-net-worth individuals and business owners with related independent advisory firm Prism Financial Group. Prism offers financial planning and investment management on a fee-for-service basis. Its advisors work as a team to develop financial plans and investment portfolios based on each client’s needs, circumstances, and goals, using a comprehensive, tax-sensitive approach that can extend across generations.

• Coordinate Tax And Financial Decisions
  Connect financial planning with accounting and tax services to address financial goals with tax considerations in view.
• Access Planning And Investment Management
  Work with Prism Financial Group for financial planning and investment management offered on a fee-for-service basis.
• Align Plans And Investments With Your Goals
  Receive financial plan and portfolio recommendations developed around your needs, circumstances, and goals.
• Address Diverse Financial Planning Needs
  Draw on advisor expertise in personal planning, risk management, investments, tax planning, retirement planning, and estate planning.
• Prioritize Your Interests
  Prism’s CFP® Professionals are held to a standard that places client interests above the interests of the professional and firm.
• Plan Across Generations
  Use a financial planning approach intended to assist with goals that reach across generations.

Financial reporting and accounting services

Mize CPAs provides tailored accounting support, including financial statement compilations, bookkeeping and bank reconciliations. Clients can use the service for month-end financial preparation or broader accounting needs. Its cloud-based system integrates accounting with accounts payable and employee payroll, and interactive financial statements provide access to individual line items and supporting scanned vendor invoices. The firm works with organizations across industries and can adapt its support to clients’ systems, processes and staff capabilities.

Category: Accounting Services

• Prepare Timely Financial Statements
  Clients can receive financial statement preparation tailored to their needs, from month-end reporting to a broader range of accounting work.
• Simplify Connected Accounting Work
  A cloud-based system combines accounting, accounts payable and employee payroll, supports collaboration across locations, and streamlines month-end processes. It requires only an internet-connected computer or tablet, with no software or hardware to purchase, maintain, support or back up.
• Explore Financial Details Easily
  Clients can drill down into individual statement line items and access supporting scanned vendor invoices, reducing the need to search through paper files.
• Match Support To Your Needs
  Clients can choose a level of accounting support that fits their organization, from month-end assistance to broader accounting coverage.
• Maintain Accurate Accounting Records
  Bookkeeping and bank reconciliation support helps clients maintain their accounting records and financial information.
• Strengthen Accounting Practices
  Clients can access recommendations and guidance related to financial accounting standards, accounting ethics and internal controls.

Information Technology Services

Mize provides technology consulting and support for organizations, drawing on its technology heritage and experience serving clients across more than 40 states. Services include strategic IT recommendations, cloud hosting, application development, system conversions and implementations, system integration, and on-site network support. Recommendations are tailored to an organization’s needs and staff capabilities, while hosted systems give clients access to accounting, payroll, and accounts payable applications without requiring their own IT resources to support them.

• Get Recommendations Suited To Your Needs
  Receive IT recommendations based on your organization’s needs, staff capabilities, and the experience of Mize professionals.
• Access Hosted Business Applications
  Use a hosted, web-based system for accounting, payroll, and accounts payable without needing all the IT resources to support those applications.
• Develop And Enhance Software
  Work with a programming team that develops software for client projects and enhances Mize’s proprietary web-based systems.
• Get Support At Client Locations
  Receive network services at client locations, including support for firewalls, software, hardware, and virus protection.
• Plan For Disaster Recovery
  Get recommendations on disaster recovery as part of a strategic IT consultation.
• Prepare For Business Continuity
  Get recommendations on business continuity as part of a strategic IT consultation.
• Improve Network Design Decisions
  Receive network design recommendations informed by your organization’s needs and capabilities.
• Choose Hardware And Software
  Get unbiased recommendations on hardware and software as part of IT consulting.
• Integrate Business Systems
  Get support from a team experienced in system integration.
• Convert Business Systems
  Get support from a team experienced in converting systems.
• Implement Business Systems
  Get support from a team experienced in system implementations.

McDonald’s owner/operator accounting and consulting services

Mize CPAs provides accounting, tax, payroll, accounts payable, financial reporting, and business consulting services for McDonald’s owners nationwide. Owners can choose the services they need as their restaurant operations grow, with support delivered through experienced professionals and web-based tools. Services include monthly financial statements, vendor bill payment, payroll processing and tax filings, tax planning, and guidance on business challenges such as restaurant purchases, sales, and succession. The firm also offers owner development resources, including an annual Finance Meeting and a NextGen program.

Category: Accounting Services

• Tailor Support As Restaurant Operations Grow
  Choose the services needed for current operations and adjust the mix of support as the business grows.
• Access Timely, Detailed Financial Information
  Receive monthly financial statements and related accounting support, with online access to financial information when needed.
• Navigate Tax Strategies And Requirements
  Receive guidance on tax planning and tax matters affecting owners and restaurant businesses, including federal, state, and local considerations.
• Streamline Vendor Payments
  Use cloud-based accounts payable support, including automated processes, to manage vendor payments and bill payment.
• Manage Payroll And Required Filings
  Get payroll processing support and preparation and electronic filing of federal and state payroll tax deposits, with employee pay information available through a secure mobile app.
• Address Business Challenges And Growth
  Work with professionals who provide business consulting and guidance related to restaurant operations, profitability, and growth.
• Plan Ownership And Business Transitions
  Prepare for future ownership transitions with succession planning and NextGen resources for owners transitioning operations to children or younger owners.
• Access Financial And Payroll Data Online
  Use web-based services to access financial and payroll information around the clock.
• Evaluate Restaurant Transactions
  Get support with restaurant purchases and sales, including valuation and evaluation of restaurants under consideration.
• Build Knowledge And Industry Connections
  Attend an owner-focused annual event for financial and industry insights, educational discussions, and networking with other operators and advisors.

Payroll services

Mize provides cloud-based payroll processing for businesses in nearly 50 states, with an experienced, dedicated payroll team and specialist. Clients can outsource payroll or use the web-based system to process payroll in-house. Services include employee pay access, multiple payment methods, payroll tax deposits and reports, W-2 preparation, Affordable Care Act tracking and reporting, time and attendance tracking, paid time off accruals, garnishment payments, electronic employee record storage, and payroll reporting. The system integrates with Mize general ledger packages and shares data with select onboarding, WOTC, and pay card providers.

• File Payroll Taxes And Reports On Time
  Have federal and state payroll tax deposits prepared and electronically filed on their due dates, along with quarterly and annual payroll tax reports and W-2 forms.
• Choose A Payroll Model That Fits
  Choose outsourced processing or use the web-based system to run payroll in-house, with a solution designed around your needs.
• Get Support From A Dedicated Team
  Work with a Mize payroll team and dedicated specialist who provide accessible, knowledgeable support.
• Manage Payroll Across Nearly 50 States
  Support payroll operations across nearly 50 states with a provider familiar with varying state regulations.
• Give Employees Convenient Pay Access
  Employees can use the online portal to access and print pay information, review wage history, and retrieve W-2 forms.
• Pay Employees By Their Preferred Method
  Offer direct deposit, pay cards, or paper checks as employee payment methods.
• Track And Report ACA Information
  Track Affordable Care Act information, receive alerts, and support 1094 and 1095 reporting through the payroll service.
• Track PTO And Sick Leave Accruals
  Track paid time off accruals, including mandatory sick leave, through the payroll service.
• Connect Payroll With Selected Business Systems
  Integrate with Mize general ledger packages and share data with select onboarding, Work Opportunity Tax Credit, and pay card providers.
• Track Employee Time And Attendance
  Use the payroll system to track employee time and attendance.
• Store Employee Records Electronically
  Keep employee records in electronic storage as part of the payroll service.
• Create Flexible Payroll Reports
  Use flexible payroll reporting to access payroll information in formats suited to business needs.
• Access Payroll Through A Free App
  Use the free mobile app to access payroll services; the McDonald's franchisee solution provides employees secure access to pay information through a mobile app.
• Manage Garnishment Payments
  Use the payroll service to handle garnishment payments.

Tax services

Mize CPAs provides business tax planning and compliance support tailored to clients’ personal and business circumstances. Tax professionals meet with clients throughout the year to recommend strategies involving entity structure, business planning, income taxes, and corporate taxes. Services include federal, state, and local income tax preparation; state and local tax compliance and consulting across jurisdictions; and tax credit and incentive support. State and local tax services address sales and use tax, personal property tax, income and franchise taxes, and abandoned or unclaimed property, as well as permits for new locations, tax credit and grant applications, hiring incentives, and year-end analysis of tax savings opportunities. The team serves businesses across industries, with specific experience supporting restaurants, franchisees, and other business owners.

• Plan Taxes Throughout The Year
  Receive ongoing tax strategy recommendations during the year, supporting timely decisions instead of relying only on tax-season discussions.
• Coordinate Business And Personal Tax Planning
  Address connected business and personal tax circumstances together, with strategies designed around the client's goals and tax situation.
• Manage Tax Compliance Requirements
  Get support with tax obligations, including sales and use tax filings and personal property tax compliance, and guidance on applicable requirements across jurisdictions.
• Calculate And File Sales And Use Taxes
  Get assistance calculating and filing sales and use taxes, including managing obligations in situations involving marketplace facilitators.
• Evaluate Business Entity Structures
  Consider entity structure as part of business tax planning and how it affects the client's tax situation.
• Prepare Federal, State, And Local Returns
  Receive annual income tax return preparation across federal, state, and local jurisdictions.
• Navigate State And Local Tax Issues
  Get help addressing state and local tax requirements related to business locations, income and franchise taxes, property taxes, and unclaimed property.
• Identify And Pursue Tax Credits
  Get assistance identifying potential credits and incentives, including hiring-related credits, and support with related applications and paperwork.
• Manage Property Tax Compliance And Renditions
  Get support with personal property tax compliance and consulting, including preparation of property tax renditions.
• Manage Abandoned And Unclaimed Property
  Get support with abandoned or unclaimed property matters, including reporting obligations.
• Assess Year-End Tax Savings Opportunities
  Review potential tax savings opportunities through a year-end benefit analysis.
• Address Restaurant And Franchise Tax Needs
  Access tax planning, consulting, and preparation support shaped around the tax and compliance needs of restaurant and franchise businesses.
• Navigate New-Location Permit Requirements
  Get assistance with permits for new locations while planning business moves or expansion across state lines.