Running a small business? Then you already know the math doesn’t just stop at counting customers or inventory – it is about taxes, expenses, payroll, and all those financial puzzles that can make your head spin. So why not team up with CPA services for small business that understands the complexities and knows how to find savings you didn’t even know existed?
But finding the right CPA service isn’t just about picking a name off a list. You want someone who understands your hustle and helps you save more than just time. Lucky for you, we have done the homework and put together a list of the top 18 CPA services that can handle the complex stuff and free up your time.
???? We picked these guides just for you!
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Quick Look At The 18 Top-Rated Small Business CPA Service Providers
Here’s a quick rundown of 18 top-rated CPA service providers that are known for making small business finances a breeze.
| Company | Best Known For | Rating | More Info |
| 1. Genius | Top talent with tax credit expertise and bookkeeping | ★★★★★ | Visit Website |
| 2. Indinero | Tax planning, cloud accounting | ★★★★★ | Visit Website |
| 3. Paro | Finance strategy, CFO services | ★★★★★ | Visit Website |
| 4. Bench | Simple bookkeeping for small businesses | ★★★★★ | Visit Website |
| 5. Decimal | Tailored bookkeeping, operational scalability | ★★★★☆ | Visit Website |
| 6. Manay CPA | Tax preparation, personalized accounting services | ★★★★☆ | Visit Website |
| 7. Pilot | Tech-enabled bookkeeping, financial clarity | ★★★★☆ | Visit Website |
| 8. Insero & Co | Comprehensive business advisory, audit | ★★★★☆ | Visit Website |
| 9. Auxis | Operational efficiency, outsourced finance | ★★★★☆ | Visit Website |
| 10. Flatworld Solutions | Cost-effective accounting outsourcing | ★★★★☆ | Visit Website |
| 11. Haynie & Company | Accounting services for growth | ★★★★☆ | Visit Website |
| 12. Kruze Consulting | Tax credits, startup accounting | ★★★☆☆ | Visit Website |
| 13. The Accountrepreneur | Big 4 expertise, advisory | ★★★☆☆ | Visit Website |
| 14. Westside Financial | Systematic financial management process | ★★★☆☆ | Visit Website |
| 15. Marcum | High-quality, reliable CPA services | ★★★☆☆ | Visit Website |
| 16. Unison Globus | Global financial outsourcing solutions | ★★★☆☆ | Visit Website |
| 17. Acuity | Automated accounting, time-saving solutions | ★★★☆☆ | Visit Website |
| 18. CapActix | Certified experts, cost reduction | ★★★☆☆ | Visit Website |
18 Best Online CPA Services For Small Businesses
We’ve had a quick peek at the 18 best CPA service providers, and now it’s time to dive deeper and break down the details of every online CPA for small businesses to help you make an informed choice that works for you.
1. Genius
Genius gives you access to the top 1% of global CPAs for small businesses. Our comprehensive candidate evaluation includes multiple stages – technical interviews, soft skills assessments, and real-world project tests – to guarantee highly qualified CPAs who align with business needs
Genius offers 80% salary savings compared to traditional hiring methods. We work on an on-the-ground sourcing network to tap into talent pools in the Philippines and Latin America. You also get a 6-month talent guarantee, meaning any issues with the hired CPA for small businesses are addressed promptly.
We also offer free interviews with shortlisted candidates and operate on a simple, transparent fee structure with no monthly fees – just a one-time payment if you make a hire.
- Employees: 25
- Revenue: $1M – $2M
- Year Founded: 2019
- Pricing: 25% of the candidate’s first-year salary
- Core Service Features: Customized tax planning, Accurate financial reporting, Small business bookkeeping support, Payroll management solutions
2. Indinero
Indinero is known for its technology-driven approach, which combines cutting-edge tools with financial expertise. The company caters to thousands of businesses and offers scalable services to meet the needs of small businesses and established firms alike.
Indinero is known for its proactive support and ability to limit financial errors, with a reduction in financial management costs by 30%. Headquartered in the United States, Indinero operates multiple offices and serves various industries.
- Employees: 125+
- Revenue: $5M – $10M
- Year Founded: 2009
- Pricing: Starts at $750 per month
- Core Service Features: Bookkeeping for small businesses, Tax preparation and filing, CFO advisory services
3. Paro
Paro connects you with the top 2% of CPAs, many of whom have 15+ years of experience in Fortune 500 companies and Big 4 firms. Operating across 60+ industries with expertise in 250+ skill sets, Paro ensures tailored matches within 72 hours. Their rigorous vetting process and AI-driven matching ensure high-quality support and long-term value for small businesses
- Employees: 239
- Revenue: $10M – $20M
- Year Founded: 2015
- Pricing: 25% of the candidate’s first-year salary
- Core Service Features: Tax compliance and preparation, Financial planning and strategy, Audit support, Financial forecasting and modeling
4. Bench
Bench has served over US 35,000 small businesses in retail, consulting, and other industries. They pair you with a dedicated bookkeeper and a team of CPAs, so you always have someone familiar with your financials.
Bench uses its proprietary software to simplify accounting and bookkeeping. If you’re behind on your books, Bench’s “Catch-Up” service helps you get back on track quickly and efficiently. It collaborates with platforms like Shopify, Gusto, and FreshBooks to streamline payroll, invoicing, and other financial tasks.
- Employees: 514
- Revenue: $500M – $1B
- Year Founded: 2012
- Pricing: Starts at $249 per month
- Core Service Features: Dedicated CPA support, Tax preparation and advisory services, Custom financial reporting
5. Decimal
Decimal takes a unique team-based approach rather than relying on a single point of contact, which can be beneficial if you need consistent support. This helps you save on the costs of hiring multiple employees and provides a much more scalable and efficient solution.
Decimal integrates sophisticated machine learning to categorize your financial data in real-time. Their “human-in-the-loop” model ensures that, even with the automation running, you have dedicated CPAs available to answer your specific questions and provide tailored advice.
- Employees: 100+
- Revenue: $5M – $10M
- Year Founded: 2020
- Pricing: Starts at $3,000 per month
- Core Service Features: Tax preparation and compliance services, Financial strategy and planning, Financial insights and performance tracking, CPA-backed bookkeeping
6. Manay CPA
Manay CPA is a trusted partner for small businesses needing expert accounting services. Having served over 5,000 clients and handling $500 million in accounting transactions, this firm is known for managing the complexities that small businesses face.
Manay CPA provides assistance in 3 languages to cater to a diverse client base. As one of the top 70 small businesses in the United States, the firm is equipped to handle a wide range of accounting needs.
- Employees: 60+
- Revenue: $5M-$10M
- Year Founded: 2001
- Pricing: Starts at $300
- Core Service Features: Bookkeeping and payroll, Tax compliance and planning, Financial statement preparation for VC investors, Sales tax services and business valuations
7. Pilot
Pilot delivers reliable bookkeeping, tax, and other financial services through a team of U.S.-based CPAs. It works with cutting-edge tools to keep your financial records accurate and up to date. It has served over 1,750 customers, including fast-growing businesses in industries like tech, eCommerce, and professional services.
By handling R&D tax claims, Pilot can help you save as much as $500,000 annually. Its recent success in raising over $150 million in Series A, B, and C financing showcases its trust in the market and its ability to scale efficiently.
- Employees: 250+
- Revenue: $15 million
- Year Founded: 2017
- Pricing: Starts at $349 per month
- Core Service Features: Tax preparation, Financial reporting, CFO advisory services, R&D tax credit claims
???? Did You Know?
99.9% of U.S. businesses are small businesses.
(Source)
8. Insero & Co
Insero & Co has been ranked among the “Best Companies to Work For in New York” and recognized as one of the “Best Accounting Firms to Work For.” The firm is also ranked #216 in Inside Public Accounting’s prestigious Top 500 list, which speaks to its industry standing and growth.
Insero & Co focuses on creating long-term relationships with clients, not just providing short-term solutions. Their commitment to proactive communication and ongoing support helps ensure small business owners can make informed decisions.
- Employees: 138
- Revenue: $28 million
- Year Founded: 1973
- Pricing: Lacks pricing transparency
- Core Service Features: Financial statement audits, Business advisory services, Cash flow management, Tax compliance and reporting
9. Auxis
Auxis is particularly well-suited for middle-market small companies that require flexibility and high-quality service. Their nearshore delivery centers in Costa Rica and Colombia mean that you’ll also benefit from a mix of skilled talent, cultural alignment, and operational standardization – all while keeping costs competitive.
Auxis is a pioneer in intelligent automation and digital transformation, which can be a game-changer for small businesses. Their innovative use of technology, like integrating tools like Oracle NetSuite, lets you enhance accuracy, efficiency, and insights into your financial operations.
- Employees: 1,100
- Revenue: $56M
- Year Founded: 1997
- Pricing: Starts at $75 per hour
- Core Service Features: CPA outsourcing, Financial statement preparation, Tax compliance services, CFO services
10. Flatworld Solutions
With over 18,000 clients served across more than 10 global delivery centers, Flatworld Solutions provides expert support through dedicated project managers and 24/7 customer service. They use the latest tools and cloud-based technologies to ensure that your financial insights are accurate and actionable.
Flatworld Solutions can help you save up to 60% compared to hiring in-house staff. With 9 affiliated group companies, they can cater to various business needs across different sectors
- Employees: 5,000+
- Revenue: $20M – $25M
- Year Founded: 2002
- Pricing: Starts at $8 per hour
- Core Service Features: Customized financial reporting, Real-time bank reconciliations, CPA-supported tax preparation, Advanced payroll processing
11. Haynie & Company
Haynie & Company has been recognized as one of the top 100 firms in the nation by Accounting Today. With 14 locations spread across the U.S., they provide personalized, high-quality CPA services to small businesses.
Being recognized by Forbes as one of America’s Best Tax and Accounting Firms and being a member of PrimeGlobal, an international network of independent accounting firms, gives Haynie & Company a global reach with a local touch.
- Employees: 400
- Revenue: $20M – $40M
- Year Founded: 1960
- Pricing: Starts at $150 per hour
- Core Service Features: Audit & assurance, Business consulting, Business valuation, Client advisory, Cost segregation
12. Kruze Consulting
Kruze Consulting is a top-notch CPA firm that operates from 5 locations. With over 800 businesses helped, their CPAs have an average of 11 years of experience. This expertise enables Kruze Consulting to tailor its services to the unique needs of small companies.
Kruze has secured over $100 million in tax credits for clients. This shows their proactive approach to finding opportunities that reduce financial burdens for small businesses. The firm also offers expert advice and has former VCs and IRS agents on staff to provide strategic insights as you prepare for funding rounds or handle tax issues.
- Employees: 100+
- Revenue: $10 million
- Year Founded: 2012
- Pricing: Starts at $600 per month
- Core Service Features: Tax credits and incentives expertise, Startup financial management, IRS compliance and audit support, Part-time CFO services
13. The Accountrepreneur
The Accountrepreneur provides outsourced CPA and CFO services to emerging businesses. Their team is composed of experienced consultants, many of whom come from Big 4 accounting firms. Partnering with them means having access to the same high-level expertise that larger companies rely on but with a personalized touch.
The Accountrepreneur will help you establish robust accounting processes, optimize working capital, and improve financial reporting. If you are looking for a team that can help your business through financial challenges while offering strategic insight, this firm is a strong choice.
- Employees: 15+
- Revenue: $2M – $2.5M
- Year Founded: 2018
- Pricing: Starts at $1,000 per month
- Core Service Features: Bookkeeping, Financial analysis, Outsourced CFO services, Accounts payable, Invoice processing
14. Westside Financial
Westside Financial customizes its services to meet the unique needs of small businesses. Their 4-step process is designed to provide comprehensive financial planning and management. The firm’s Wealth Management System offers a full view of your financial situation, consolidating assets, investments, and other vital data into a single, real-time platform.
Westside Financial’s team of experts is dedicated to helping you manage taxes, cash flow, investments, and even estate planning – key areas where CPAs can make a major impact. Their customized advice is backed by years of experience and a focus on simplifying financial matters.
- Employees: 6-10
- Revenue: $2M – $3M
- Year Founded: 2017
- Pricing: Starts at $100 per hour
- Core Service Features: Tax planning, Financial advisory, Bookkeeping, Payroll services, Accounting
15. Marcum
Headquartered in New York City with offices nationwide and internationally, Marcum is ranked among the top 15 accounting and advisory firms in the U.S. It has a track record of reliability – 98% of Marcum’s clients report that the firm’s professionals are responsive and dependable, while 96% emphasize the high-quality, error-free work they deliver.
For small businesses, Marcum offers comprehensive tax, assurance, and advisory services, with an industry-focused approach that helps uncover growth opportunities. Their expertise spans various industries, including privately held companies, nonprofits, and public entities.
- Employees: 3,650+
- Revenue: $1.3 billion
- Year Founded: 1951
- Pricing: Starts at $50 per hour
- Core Service Features: Tax compliance and planning, Audit and assurance, Forensic accounting and litigation support, Mergers and acquisitions consulting
✌️ Here’s an interesting fact!
43.5% of U.S. GDP comes from small businesses.
(Source)
16. Unison Globus
Unison Globus serves over 350 clients worldwide and operates from 4 advanced delivery centers. It is ISO/IEC 27001:2022 certified for robust information security, ensuring that sensitive financial data is protected with the highest standards.
Approximately 65% of its business comes from referrals, which speaks to the trust and satisfaction of its clients. The firm’s experienced CPAs used advanced tools like QuickBooks, Sage, and Xero to deliver accuracy and efficiency.
- Employees: 500+
- Revenue: $5M – $10M
- Year Founded: 2006
- Pricing: Starts at a markup of 10%-25%
- Core Service Features: Tax preparation and compliance, Outsourced bookkeeping and accounting, Financial statement preparation
17. Acuity
Acuity combines efficiency with customized services that adapt to each business’s needs. They have served over 2,000 clients and can help you save more than 20 hours a week. Acuity’s expertise in cloud-based tools like QuickBooks Online and Xero simplifies collaboration and speeds up financial processes.
You can benefit from services like “Cleanup My Books” for financial resets and CFO-level guidance for strategic planning and capital raising. As a certified B Corporation, Acuity emphasizes ethical practices and a commitment to community impact.
- Employees: 130+
- Revenue: $10M – $25M
- Year Founded: 2004
- Pricing: Starts at $399 per month
- Core Service Features: Financial reporting, Controller services, Tax preparation and planning, CFO advisory
18. CapActix
CapActix is certified with ISO 9001:2015, ISO 27001:2013, and GDPR compliance, ensuring its operations meet international quality and data security standards. It has successfully partnered with over 80 clients worldwide and has a 98.75% client retention rate.
CapActix offers accounting solutions that cut operational costs by up to 75%. Their operations allow new clients to start projects within just 8 hours, making them a dependable partner if you are looking for immediate solutions.
- Employees: 11-50
- Revenue: $4M – $5M
- Year Founded: 2015
- Pricing: Starts at $500 per month
- Core Service Features: Outsourced accounting, Tax preparation, Virtual CFO services, Audit support, Management reporting
How To Choose The Right Small Business CPA Services: 7 Proven Strategies
Here are 7 tested strategies to help you pick the right CPA for your small business:
I. Evaluate Their Experience With Small Businesses
Start by finding out if the CPA understands the challenges small businesses face. You want someone who has been in the trenches with businesses like yours – a CPA specializing in small business who gets that cash flow issues, tax planning, and year-round support matter more than just crunching numbers at tax time.
Reach out and ask: What types of small businesses do you typically work with? Pay attention to how familiar they are with the specific financial nuances that can affect your operations. If they have experience with small businesses, they will know how to spot the little things that can save you big down the road.
II. Verify Their Credentials & Licenses
This might sound basic, but it is key. When hiring a CPA for small business, you need to know that they are properly qualified to handle your finances. Make sure they hold the proper certifications, like a CPA designation or a Chartered Accountant (CA) credential. Also, check that they are up-to-date with continuing education.
For small business owners, this means finding someone who is actively staying current with tax laws, deductions, and strategies that directly affect you. To check their credentials, a quick search through your state’s board of accountancy or professional organizations like the AICPA is a solid move. It’s like checking their business card but way more important.
III. Assess Their Communication & Availability
This is where a lot of people overlook things, but you shouldn’t. You want a CPA who is there when you need them – not just during tax season. Reach out before you even sign a contract. How quickly do they respond to emails or phone calls? Are they willing to meet with you regularly or only when it is an urgent issue?
Ask them how they communicate with clients: Do they offer phone consultations? Zoom meetings? In-person chats? And don’t just settle for a “yes” answer – make sure they are clear and proactive about how they will keep you updated on your financials, especially during important times of the year.
IV. Check Client Reviews & Testimonials
Here’s the thing: reviews and testimonials can tell you a lot, but don’t just read them blindly. Instead, dig a little deeper. Find a way to connect with a current or past client directly if you can – either through LinkedIn or by asking the CPA for a reference.
Ask them: What was your experience like? Did the CPA really understand your needs? Were they proactive or reactive?
Go beyond just checking their stars and get into specifics. You want to know if they helped other small businesses grow, saved them money, or found solutions to problems you might face. If you hear the same positive feedback from multiple sources, that is a good sign.
V. Compare Pricing Structures & Services
You will want to make sure you are getting your money’s worth, but CPA pricing differs. Some CPA service providers charge by the hour, while others offer flat rates or a monthly retainer. So, ask them how they bill and get clear on what services are included.
Does their price cover basic bookkeeping, tax prep, and year-round advice? Or are there extra costs for things like tax strategy, business consulting, or audits? Make sure you are not being hit with hidden fees later.
Compare what is included in their packages, then figure out what you actually need based on your business’ growth and complexity. Don’t settle for generic pricing; go for something that fits your budget and your needs.
VI. Verify Their Data Security Measures
This might not be the first thing that comes to mind, but trust me, it should be. Your financial data is super sensitive, and you need to make sure your small business tax accountant keeps it secure. When you talk to potential CPAs, ask them directly: How do you protect my financial information? Do they use encrypted software for file sharing? How often do they back up data?
You want a CPA firm that takes cybersecurity seriously, so if they don’t have a clear answer or seem unsure, you might want to move on. After all, you don’t want your sensitive business data floating around in the wrong hands.
???? You won’t believe this!
More than 600,000 new businesses start in the U.S. each year.
(Source)
VII. Conduct A Trial Run With A Small Project
Here’s the best way to test if a CPA is the right fit: give them a small project first. Maybe it is preparing your quarterly tax estimate or reviewing a basic financial statement. Keep it simple but important – something that lets you see how they work under pressure.
Ask for clear deadlines and communication along the way. Pay attention to how quickly they respond, how detailed their work is, and whether they meet your expectations. This “trial run” gives you a feel for their process without committing to a long-term contract. If they impress you, you are good to go; if not, you can move on without any hard feelings.
How To Get The Most Out Of Online CPA Service For Your Small Business: 7 Practical Tips
If you’re using an outsourced CPA service for your small business, you have to make sure you’re maximizing the relationship. Here are 7 practical tips to get the most out of it:
i. Schedule Regular Video Calls To Stay Updated
Don’t wait until tax season to talk. Set up a regular video call with your CPA service provider firm. Even if it is just 20 minutes every month, it will keep you on the same page. You will get a chance to ask questions, talk about your business’s financial health, and make sure you are not missing anything important. Think of it like a quick check-in, so there are no surprises later.
ii. Use Collaborative Tools For Real-Time Data Sharing
Stop waiting for email replies. Use tools like Google Drive or QuickBooks to share files instantly. Upload documents, check reports, and ask questions – all in one spot. Your CPA firm will see your updates in real-time, which means quicker responses and better decisions. Set this up, and watch how much smoother your workflow becomes.
iii. Automate Document Submission With Cloud Integration
Stop wasting time sending documents back and forth. Integrate your business tools with cloud-based systems like Dropbox, Google Drive, or any CPA-specific platform. That way, you can automatically upload invoices, receipts, and financial statements. Your business tax accountant will always have access to the latest data, and you will never have to chase down a document again.
iv. Set Clear Deadlines For Deliverables & Follow-Ups
Don’t leave things open-ended. Agree on clear deadlines for when you need financial reports, tax filings, or any other deliverables. Tell your CPA, “I need that report by the 15th, and if you need anything from me, just give me a heads-up by the 10th.”
It is simple but it makes sure everything is on time. And if something is delayed, get on top of it fast – send a reminder or ask where things are at. It keeps things moving.
v. Create A Shared Calendar For Tax & Financial Deadlines
Sync up with your small business tax CPA by creating a shared calendar – Google Calendar works great for this. Mark key tax deadlines, payment schedules, and any meetings you have. That way, nothing slips through, and you will always know what is coming up. Your CPA provider can see it too, so everyone stays on track.
vi. Provide Detailed Business Context To Avoid Misinterpretation
Don’t assume your CPA automatically knows everything about your business. Take a few minutes to explain the changes, challenges, or new goals you are working on. If they are aware of your specific needs or upcoming projects, they can offer better advice and avoid mistakes later. Share your priorities, even if they seem small – they paint a clearer picture.
vii. Set Up A “Financial Health Check” Meeting Every 3 Months
Instead of just waiting for tax season, schedule a quarterly “financial health check” meeting with your CPA. Use this time to review cash flow, track progress, and make sure you are on target with your financial goals. You don’t need a whole meeting; just a quick “How’s everything looking?” kind of check. Catching small issues early can save you a ton of stress later.
Conclusion
Picking the right CPA services for small business isn’t just about choosing someone who can do your taxes. You need a partner who understands your business and can help you grow without all the financial headaches. Don’t rush this decision – it is worth taking the time to find someone who clicks with your needs.
Genius is a global leader in talent acquisition that can help you connect with the best CPA for your small business at a fraction of the traditional cost. Our data-driven approach ensures you find the ideal financial partner with the expertise and experience to propel your business forward. Get in touch with us today to free yourself to focus on what matters most.
FAQs
Do I need a CPA for my small business?
Yes, hiring a CPA can help ensure your small business complies with tax laws, maximizes deductions, and avoids costly mistakes. They also provide valuable financial advice, making them a key asset for business growth.
How much do most CPAs charge?
CPAs charge $150 to $450 per hour, depending on the work complexity and their location. Some offer flat fees for specific services, like tax preparation, which range from $200 to $2,000.
What are the three types of services performed by CPAs?
The three main services CPA specializing in small business provides are: Compilation – basic financial statement preparation without assurance. Review – moderate assurance that financial statements are accurate. Audit – in-depth examination providing high assurance on financial statements’ accuracy.
What is the difference between CPA vs Accountant?
A CPA (Certified Public Accountant) has passed a rigorous exam and is licensed to provide more specialized services, like tax filing and audits. An accountant handles financial recordkeeping and reporting but lacks the CPA designation and related expertise. Understanding the differences between accountant vs CPA can help you choose the right resource.
