Tax & Accounting for Small Business Owners
Strategic tax planning, monthly accounting, and fractional CFO services for small business owners, with deep experience serving veterinarians and medical professionals.
What We Do
Clear, straightforward accounting and tax services for business owners
Monthly Accounting & Bookkeeping
- Monthly financial statements and reporting
- Bookkeeping and transaction management
- Cash flow analysis and forecasting
- Payroll and tax withholding management
Tax Planning & Preparation
- Business & personal tax return preparation
- Proactive tax planning meetings
- Tax strategy and optimization
- IRS notice support and representation
Business Advisory & Strategy
- Fractional CFO services
- Financial analysis and benchmarking
- Business growth strategy
Who We Serve
- Veterinary practices
- Medical and dental practices
- Other small business owners (construction, real estate, transportation, and service businesses)
How It Works
A simple, proven process to get your finances in order
Review & Diagnose
We start by understanding your current financial situation, reviewing your books, and identifying gaps or opportunities. This gives us a clear picture of where you stand.
Clean Up & Organize
We organize your financial records, correct any issues, and set up systems for ongoing accuracy. You'll have clean, reliable financial data to work with.
Ongoing Monthly Support
We provide monthly accounting, proactive tax planning, and strategic guidance. You get regular check-ins and can focus on running your business while we handle the numbers.
Our Experience
Delta CPA Group is led by Amy Grego, CPA, with years of experience working with business owners across healthcare, construction, real estate, and professional services. We understand the unique challenges small business owners face—from managing cash flow to planning for growth and long-term strategy.
Our Approach
We believe accounting should be simple and strategic, not complicated. We focus on clarity—showing you exactly what your numbers mean and how they impact your business. Our goal is to be a trusted advisor, not just a tax preparer.
Why Choose Us
- Proactive, not reactive: We plan ahead to minimize taxes and maximize profits
- Clear communication: You'll understand your finances, not just get a bill
- Specialized expertise: Deep experience with veterinary and medical practices
- Led by a CPA with years of experience supporting business owners across healthcare, construction, real estate, and transportation
- Ongoing partnership: We're here year-round, not just at tax time
Ready to Take Control of Your Finances?
Schedule a free consultation to discuss your situation and see how we can help.
Schedule Your Call TodayContact
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