businessBusiness Coachingbusiness growthconsultantFinancesmall-businessHow A Year-Round CPA Can Help Your Business Beyond Tax Filing

January 3, 2022by Mikerash0
unnamed - 2022-01-03T135754.065

With 2021 behind us and tax season right around the corner, now is the time business owners start booking their appointments to meet with CPA’s to work on and submit their tax returns. The natural expectation here is that your accountant files on time and works diligently to lower their clients tax exposure and avoid audits. They may also be responsible for end of year financial reports while providing advice on estimated tax payments that should make during the year.

In business, however, you always want to be one step above the rest – rather than just keeping up with bare minimum efforts. 

Thus, it would be beneficial that your accountant goes beyond traditional bookkeeping and tax filing expectations. After all, they are the person who knows how successful a business is and key areas that can be improved – methods aiming to:

  • boost revenue
  • cut costs
  • improve cash flow
  • manage inventory
  • and secure business financing.


A good CPA can help solve business problems. These sophisticated troubleshooting abilities became evident when millions of American small businesses had to compile financial documentation in order to take advantage of PPP funding opportunities.

“Workplace shutdowns and rising rehabilitation efforts prompted by the pandemic was the defining moment of CPA value” says Mike Rash, CEO of MCDA CCG, “ CPAs played critical roles in supporting small business owners and their teams through challenging times.” 

In September 2020, American Institute of Certified Public Accountants (AICPA) and its enterprise,, launched with Biz2Credit to streamline the process for CPA companies advising small businesses on loan forgiveness under the Paycheck Protection Program and additional small business funding options that clients may need to fund growth.

The portal has been an efficient platform for CPAs and their shoppers who sought government-backed enterprise aid. Up to now, the portal has allowed customers to course of and procure around 40,000 PPP loans totaling over $1 billion in enterprise aid for small companies. The providing has now expanded to time period mortgage financing — a pure extension of capabilities for CPA companies.

As we continue to bounce back to normal business operations while restructuring outdated methods in the process, the established trust gained by financial advisors at the peak of the pandemic has resulted in clients seeking additional support.

The way you run your business today may look nothing like it did two years ago, but no matter how much has changed, you can take steps to make sure you have your business set up for success this year. 

And no one knows your business better than you and your financial advisor.

With regular insight into your business financials, we know your quick and long-term business objectives

In addition to filing taxes and helping clients secure small business loans, CPAs also perform services such as providing virtual CFO services, developing financial projections, offering financial advice, and even playing a role in succession planning.

When looking to find the right CPA, business owners and entrepreneurs should consider more than just tax knowledge.

A good accountant can make a dramatic difference for a small business owner by helping to improve reporting, planning, efficiency, and prepare for long-term business growth. 

Moreover, if your business has fallen behind on its tax obligations, a CPA can frequently set up a reasonable payment plan with the IRS or state tax collector to get the payments up to date.

The best CPA-client relationships are partnerships- where the CPA is a trusted advisor who can help guide the financial ship of a business through any situation. If you are looking to find someone, reach out to our office-headquartered in Placentia, Orange County, California, to speak with one of our trusted MCDA CCG financial experts. 

Unlike other CPA firms, we put you ahead of the decision-making and structure our services to meet your specific needs. With a new year of opportunity – and inevitable obstacles- ahead of us, make sure that your decisions today can set you up for your desired financial success. 


To hear a little more about us and how we can help you, call us today!

Leave a Reply

%d bloggers like this: