Business Details
Trusted Accounting Services in Pittsburgh & Naples
CompFinO is a licensed CPA firm providing comprehensive accounting, payroll, and tax solutions for small businesses and individuals. With offices in Pittsburgh, PA, and Naples, FL, we combine personalized service with over 20 years of industry expertise to deliver tailored financial strategies. Our team of certified professionals specializes in bookkeeping, outsourced CFO services, business tax preparation, and payroll solutions for clients across all 50 states. We prioritize client relationships, ensuring each business receives meticulous attention through customized financial systems and proactive tax planning. Our commitment to quality is reflected in our CPA-reviewed deliverables and a track record of serving over 500 clients with 98% satisfaction.We invest in continuous education to stay ahead of evolving tax codes and accounting standards, empowering clients to make informed financial decisions. Our operational excellence extends to new business formation support, cash flow management, and compliance guidance, ensuring clients navigate regulatory requirements with confidence. Backed by a team with decades of combined experience, including founders Joshua and Kelly Jones, we position ourselves as trusted advisors dedicated to long-term client success.
Services
Bookkeeping Services
Payroll Solutions
Tax Preparation
Financial Planning
New Business Formation
Controller Services
Tax Planning
Highlights and features
- We offer 20+ years of CPA-certified accounting expertise.
- Our team provides personalized service with nationwide tax preparation.
- Award-winning payroll solutions for 1-100 employee businesses.
- We deliver CPA-reviewed financial deliverables for accuracy.
- Customized bookkeeping systems tailored to business size and needs.
Associations and certifications
- CPA firm
What people say
Award-winning payroll service
CPA-reviewed accuracy
Personalized attention
20+ years experience
QuickBooks experts
Services
Small Business Tax Preparation
Specialized tax preparation for LLCs, S Corps, and sole proprietorships. Our CPA-reviewed process identifies deductions, ensures compliance, and minimizes liabilities. Clients receive personalized consultations to address business-specific tax challenges while leveraging our 20+ years of expertise.
Custom Payroll Solutions
Scalable payroll processing for businesses with 1-100 employees. We handle tax filings, direct deposits, and compliance reporting while accommodating unique pay structures. Our system integrates with accounting software to streamline financial operations for growing businesses.
Bookkeeping Services
Monthly bank reconciliations, income statements, and balance sheets maintained by QuickBooks-certified professionals. We implement clean general ledger systems to ensure accurate financial reporting and support data-driven business decisions for small enterprises.
New Business Formation
Comprehensive setup assistance including entity selection, EIN applications, and cash flow budgeting. We guide entrepreneurs through licensing requirements and accounting system implementation to establish strong financial foundations for new ventures.
Tax Planning
Proactive tax-saving strategies based on current regulations and business projections. Our CPAs analyze financial scenarios to legally reduce liabilities while coordinating with investment professionals to optimize overall tax efficiency for businesses and individuals.
People
Joshua Jones
CPA & Co-Founder
Licensed CPA with 20+ years of accounting experience. Specializes in small business taxation and compliance. Graduated from Duquesne University. Leads technical operations and client strategy at CompFinO.
Kelly Jones
MBA & Co-Founder
MBA holder with 20+ years in financial consulting. Focuses on business process optimization and client relations. Pennsylvania State University graduate. Oversees firm operations and community engagement initiatives.
Amanda
Payroll Manager
QuickBooks and payroll expert with 14 years of experience. Manages bookkeeping relationships and trains team members. California University of Pennsylvania graduate known for resolving complex payroll challenges efficiently.
JJ
Lead Bookkeeper
11-year veteran with expertise in payroll processing and QuickBooks systems. Transitioned from receptionist to lead bookkeeper role. Specializes in streamlining accounting workflows for small business clients.
BA
Tax Department Lead
20-year banking industry veteran directing tax operations. Seton Hill University graduate with organizational expertise. Coordinates tax return preparation and compliance for diverse client portfolios.
Questions
What accounting services does CompFinO offer for small businesses?
We provide bookkeeping, payroll processing, tax preparation, financial planning, and outsourced CFO services tailored to small businesses.
Do you handle tax preparation for multiple business entities?
Yes, we prepare taxes for LLCs, S Corporations, C Corporations, partnerships, and sole proprietorships across all 50 states.
Can you help new businesses with setup requirements?
We assist with entity selection, EIN applications, accounting software setup, and compliance documentation for new ventures.
What payroll services do you provide?
We offer full-service payroll including tax filings, direct deposits, and compliance reporting for businesses with 1-100 employees.
How do you ensure tax compliance for clients?
Our CPAs review all returns, monitor regulatory changes, and implement proactive tax planning strategies to maintain compliance.
What areas do you serve?
We operate nationwide with offices in Pittsburgh, PA, and Naples, FL, serving clients across the tri-state region.
