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Flexible, personalized accounting for individuals and businesses. From tax prep and bookkeeping to CFO-level advisory, Prossima CPA tailors services to your unique needs — whether it’s one-time help or ongoing support. Choose from one of our ready-made packages or request a custom solution built just for you.
Custom Services
Individual Tax & Financial Services
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Tax Preparation (Federal & State)
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Tax Planning & Projections
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Estimated Tax Payments
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Retirement Planning
Business Tax Services
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Business Tax Preparation (Partnerships, Sole Proprietors)
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S-Corp & C-Corp Tax Preparation
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Business Tax Planning & Projections
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1099 Filing
Bookkeeping & Accounting
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QuickBooks Setup & Maintenance
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Monthly Bookkeeping (Accrual or Cash Basis)
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Bookkeeping Cleanup & Historical Review
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QuickBooks Catch-Up / Cleanup
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Bank & Credit Card Reconciliations
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Chart of Accounts Setup & Cleanup
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Payroll Processing
Financial Reporting
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Financial Statement Preparation (P&L, Balance Sheet, Cash Flow)
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Custom Monthly Reporting Packages
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Financial Statement Review
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Investor-Ready Financial Packages
Advisory & CFO Services
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Budgeting & Forecasting
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Cash Flow Management & Forecasting
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Strategic Business Planning
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Break-Even & Margin Analysis
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Scenario & Financial Modeling
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Business Performance KPI Tracking
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KPI Dashboard Development
