Scale your business
- Custom business tax plansBuilt around how your business actually earns and spends.
- 1, 3 and 5-year business plansA written path for where the business goes next.
Accurate CPA Firm, P.C. · Redlands, CA
Your CPA, CFO and bookkeeper. In one place, on the level.
We build tailored business tax plans, automate your bookkeeping and report on your numbers every month, so real estate professionals, contractors and business owners stay in control of cash flow and expenses.
A 15-minute discovery call, booked online. Monday to Friday, 9 to 5 Pacific.
We specialize in
- Real estate professionals
- Investors
- Brokerages
- Landlords
- Contractors
- Business owners
Including the trades: HVAC, plumbing, electrical, painting, landscaping, snow removal, renovation and maintenance, pest control, and more. With in-depth knowledge of the construction industry’s financial needs.
What we do
Tailored tax plans and financial reporting that put you in control.
We help clients save time and money through strategies specific to their industry and automated bookkeeping. You get a dedicated CPA, CFO and bookkeeper, all in one place.
Minimize taxes
- Tax strategies for every type of businessIncluding business structuring and self-employment tax strategy.
- Growth reportsA clear read on what is working and what is not.
Free up your time
- Automated bookkeepingWeekly, monthly or quarterly, depending on your plan.
- Tax advising for your industryStrategies specific to real estate and the trades.
Focus on what’s important
- Financial service supportBill pay, payroll and cash collection services that keep the back office moving.
- Business structuringThe right entity and setup for the way you operate.
Outsourced CFO
Four steps, every month, until the numbers sit level.
The financial catch-22
Your business relies on you. You have time to deliver your services and maybe some marketing, but not to manage and review your finances. To grow, you need to know what’s working: your KPIs and your P&L. That’s where an outsourced CFO comes in, a go-to financial guide who keeps the business pointed in the right direction while you focus on everything else.
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Tracking
Your books stay current through automated bookkeeping, so every number has a place.
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Reviewing
We sit down with you and review the month’s finances together.
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Reporting
You receive a scoreboard that shows how the business performed.
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Planning
You leave with an action plan for the month ahead.
Each month you review your finances and receive a scoreboard and an action plan. All for one flat monthly fee.
Get an outsourced CFOAdvisory plans
Choose the cadence that fits your business.
Every plan includes CPA support, bookkeeping support, Tri-Fecta structuring, QuickBooks Online and a secured client portal. The difference is how often we plan, keep the books and report.
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Bronze
$695
Annual tax planning call, quarterly bookkeeping and semi-annual growth reports.
Discuss Bronze plan on a discovery call -
Silver
$795
Quarterly planning calls, monthly bookkeeping, quarterly growth reports and your corporate tax return.
Discuss Silver plan on a discovery call -
Gold
$1,995
Monthly planning calls, weekly bookkeeping, monthly growth reports, a dedicated CFO, payroll and bill pay.
Discuss Gold plan on a discovery call
Compare everything in each plan
| Included | Bronze$695 | Silver$795 | Gold$1,995 |
|---|---|---|---|
| Plan & grow | |||
| Business tax planning calls | Annual | Quarterly | Monthly |
| Tri-Fecta comprehensive structuring | Included | Included | Included |
| Self-employment tax strategy | Not included | Included | Included |
| Save time | |||
| Automated bookkeeping | Quarterly | Monthly | Weekly |
| Growth reports | Semi-annually | Quarterly | Monthly |
| Stay compliant | |||
| Corporate tax return | Not included | Included | Included |
| Bill pay services | Not included | Not included | Included |
| Payroll services | Not included | Not included | Included |
| Cash collection services | Not included | Not included | Included |
| Support | |||
| CPA support | Included | Included | Included |
| Bookkeeping support | Included | Included | Included |
| Dedicated CFO | Not included | Not included | Included |
| Technology | |||
| QuickBooks Online | Included | Included | Included |
| Secured client portal | Included | Included | Included |
| Bill.com | Not included | Not included | Included |
| QuickBooks Payroll | Not included | Not included | Included |
Meet your CPA
Jake Jeong, CPA. Founder & CEO.
As a Certified Public Accountant and a former Realtor, Jake brings a blend of financial expertise and real-world real estate experience to every engagement.
He’s passionate about helping entrepreneurs, small business owners and real estate professionals navigate the complexities of finance with confidence. Whether you want to save on taxes, streamline your bookkeeping or make better-informed financial decisions for your business, Accurate CPA Firm is here to help.
Away from the numbers, Jake is a devoted husband and father of three, with two cats and one loyal dog at home.
Why clients choose us
- In-depth knowledge of the construction industry’s financial needs.
- Customized tax, accounting and financial strategies.
- A commitment to long-term client relationships.
Questions
Straight answers before you book.
Still deciding? A short call is the fastest way to find out whether we’re the right fit.
Who do you work with?
Real estate professionals, investors, brokerages, landlords, contractors and business owners. That includes trades businesses such as HVAC, plumbing, electrical, painting, landscaping, snow removal, renovation and maintenance, and pest control.
How do I get started?
Book a 15-minute discovery call online, or call the office at (909) 312-2580. We’ll talk through your business and which advisory plan fits.
What does the outsourced CFO service include?
Each month we work through four steps with you: tracking, reviewing, reporting and planning. You review your finances and receive a scoreboard and an action plan, all for one flat monthly fee.
Do you prepare business tax returns?
Yes. Corporate tax returns are included in the Silver and Gold plans, and Jake’s practice covers tax preparation, tax planning and business consulting.
Which software do you use?
QuickBooks Online and a secured client portal on every plan. Gold adds Bill.com and QuickBooks Payroll for bill pay and payroll services.
Where are you located and when are you open?
Accurate CPA Firm is based in Redlands, California. Office hours are Monday to Friday, 9:00am to 5:00pm Pacific.
Get started
Put your numbers on the level.
Book a 15-minute discovery call to talk through your taxes, your books and your cash flow, and which plan fits what comes next.
- Phone
- (909) 312-2580
- Hours
- Monday – Friday, 9:00am – 5:00pm Pacific