Sterling Tax & Accounting Services

Sterling Tax & Accounting is a specialized tax and accounting firm with a team of in-house bookkeepers, Certified QuickBooks ProAdvisors, accountants, and CPAs that reconcile, review and close each month, leaving you with the information you need to manage and grow your business. Our Certified Public Accountants proactively plan and strategize through our tax advisory services to ensure we give you the best tax saving strategies and your tax bill is as low as legally possible. Our virtual bookkeeping service will have your books clean, up-to-date, and resolved each month, while our virtual CFO services will provide you with the financial expertise through financial analysis and reporting consultations. We analyze trends, monitor financial performance, and provide insights into your financial health. We serve our clients with excellence in all facets of tax planning, bookkeeping and accounting.

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Bookkeeping

Bookkeeping, payroll processing and tax filings are complicated and time-consuming. Our team of in-house bookkeepers, Certified QuickBooks ProAdvisors, accountants and CPAs reconcile, review and close each month, leaving you with the information you need to manage and grow your business.

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Accounting

Our team utilizes a suite of web-based applications that allows us to easily collaborate with our clients and also gives you 24/7 access to your data. From bill pay and payroll processing, to financial statement and budget analysis – we customize our solutions to fit your business.

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Tax Planning

If all your accountant does is file your taxes, chances are they are making you pay more than your fair share of taxes. We proactively put key tax savings strategies in place to help lower your tax burden each year. Learn how to save on taxes by scheduling a free consultation!

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Virtual CFO

Our Virtual CFO & Controller services provide strategic analysis, planning and support to help your business grow. We develop internal controls, prepare budgets & forecasts, provide a dashboard & KPI reporting, performance analysis & benchmarking, compensation planning, offer insight and guidance on all company decisions and issues, and we monitor the financial health and well-being of the business using cloud technology.

Schedule a Free, No-Obligation Meeting

All CPAs are not created equal. Some focus on tax preparation, others on bookkeeping. The team at Sterling Tax & Accounting holds itself to a higher standard — the Sterling Standard. We specialize in making our business a part of yours. We look forward to meeting you and your team. Schedule a Zoom meeting today!

Schedule a Zoom meeting today!

WHAT WE WILL COVER IN OUR MEETING:

At Sterling Tax & Accounting, it’s our goal to make you and your business at ease knowing that we will handle all of the financial recording, reporting, analysis, and tax preparation, while you focus on running your business successfully. In our initial, free consultation meeting, we will be discussing:

  • Your Business Operations (What you do)
  • How you are currently managing your financials; bookkeeping, accounting, and making financial decisions.
  • Your business goals (1 year, 5 years & 10 years)
  • Your forecasted growth (both revenue and company size)
  • What you want to achieve by hiring a bookkeeper, CPA, and/or tax planning professional
  • We will explain more about who we are, what we do and how we can seamlessly integrate into your business so that you can focus on business operations and leave all of the bookkeeping and tax stuff to us.
Schedule a Zoom meeting today!
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The Sterling Tax & Accounting Team are Certified Public Accountants and Experts in Bookkeeping, Tax Planning, Accounting and Virtual CFO Services.

Our goal is to provide your business with the best outsourced bookkeeping services that are accurate, on-time and reconciled every month. We combine that with our tax planning services for small businesses, corporations and individuals to ensure that we are proactively pursuing the lowest tax filings legally possible. In addition, our Certified Public Accountants create strategic tax plans for each of our clients, while our virtual CFO services will provide you with the financial expertise through financial analysis and reporting consultations. We analyze trends, monitor financial performance, and provide insights into your financial health. We serve our clients with excellence in all facets of tax planning, bookkeeping and accounting.

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Remote

We work remotely using web-based apps, primarily QuickBooks Online

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Automation

Automate AR and AP to pay and get paid electronically

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Reports

Monthly financials delivered electronically, on time, every month.

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Protection

Increased fraud protection and reduced errors & penalties

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Security

Online solutions that use bank-level security to keep your financial data safe

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Online Portal

We are 100% paperless — access the documents you need online, when you need them, from wherever you are

Schedule Your Free Meeting

Our Team

Sterling Tax & Accounting is a specialized tax and accounting firm with a team of in-house bookkeepers, Certified QuickBooks ProAdvisors, accountants, and CPAs that reconcile, review and close each month, leaving you with the information you need to manage and grow your business. Our Certified Public Accountants proactively plan and strategize through our tax advisory services to ensure we give you the best tax saving strategies and your tax bill is as low as legally possible.

Lea N. Graf, CPA, CGMA

(Founder & President)

Christine Ashley

(Office Manager Certified QuickBooks ProAdvisor)

Jeremy Deme, MBA

(Sr. New Client Advocate, Business Tax and BPO Strategist)

Lance Woodall, CPA

Tax Manager Certified QuickBooks ProAdvisor

Dawn Owens, EA

Accounting Manager, Onboarding Specialist Advanced Certified QuickBooks ProAdvisor

James Ostrowski, CPA

Accounting Manager Certified QuickBooks ProAdvisor

Amber Livingston

Senior Staff Accountant Advanced Certified QuickBooks ProAdvisor

Emily Najmy, MSA

Senior Staff Accountant Certified QuickBooks ProAdvisor

Erik Cecil

HOW OUR FREE CONSULTATION PROCESS WORKS

Some of Our Client Testimonials