At Companion CPA Group, we are dedicated to helping our clients achieve their financial goals. With over 30 years of combined experience in public accounting and financial management, our team of certified public accountants (CPAs) is committed to providing exceptional service and guidance to small to medium-sized businesses like yours.
Our Mission
Our mission is to build long-term relationships with our clients by delivering personalized, expert guidance and support. We understand that every business is unique, and we take the time to understand your specific needs and goals. Our team is comprised of experienced professionals who are passionate about helping entrepreneurs and businesses thrive in various industries, including healthcare, retail, e-commerce, construction, and non-profit organizations.
Our Services
We offer a comprehensive range of services designed to meet your specific needs, including:
- Accounting and Bookkeeping: We provide accurate and timely financial statements, ensuring compliance with accounting standards and regulations.
- Medical Office Management: Our experienced team offers medical office management services, including billing, coding, and insurance credentialing.
- New Business Setup: We guide you through the process of setting up your new business, including incorporating, registering, and obtaining necessary licenses and permits.
- Retirement Planning: Our experts help you create a personalized retirement plan tailored to your financial goals and objectives.
- Small Business Consulting: We offer one-on-one consulting services to help you navigate the challenges of running a small business, including business planning, financial forecasting, and more.
- Tax Planning & Tax Preparation: Our CPAs provide personalized tax planning strategies and prepare your tax returns with precision and attention to detail.
Why Choose Companion CPA Group?
We are a locally owned and operated firm with a strong commitment to our community. Our team is dedicated to providing exceptional service, and we take the time to understand your unique needs and goals. We have a proven track record of helping businesses like yours thrive, and we are confident that our expertise and guidance will make a positive impact on your financial well-being.
Overview of Reviews
Positive Experiences with Companion CPA Group
Reviews from Matthew Whitson and Roger Fisk highlight their positive experiences with Companion CPA Group. They praise the company's knowledgeable staff, particularly Mrs. Lisa Malone, who goes above and beyond to help her clients. They appreciate the personalized service and expert advice provided by the company.
Challenges with Getting Started
Aaron Garland's review, on the other hand, mentions that he was notified that the company was too busy to take on new clients and would not even offer a paid consultation.
Staff Knowledge and Expertise
Many reviewers praised the staff's expertise, particularly in handling complex setups and providing valuable advice.
Personalized Service
Reviewers also appreciated the personalized service provided by the company, with Mrs. Lisa Malone standing out for her exceptional customer service skills.
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