Langley CPA

Three recurring engagements

Services Built Around Better Business Decisions

Langley CPA offers three recurring services: Annual Tax Planning & Compliance, Monthly Bookkeeping & Compilation, and Fractional CFO Advisory. Choose one service or a combination based on your business needs. Special Projects are separately scoped and quoted.

Compare the services

Choose the support your business needs.

Each recurring service is a 12 month renewable engagement, with responsibilities agreed in writing.

Proactive tax planning and compliance.

Annual Tax Planning & Compliance

We connect current financial results with business tax projections, estimated payments, equipment purchases, disposals and owner level coordination. The written scope identifies the entities and returns we will handle.

A good fit

Owners who want tax planning connected to the business throughout the year, not a surprise when the return is ready.

Questions we can discuss

What should we reserve for taxes? How will a major purchase or transaction affect the tax picture? What needs attention before year end?

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Current books, reconciled balances and a dependable monthly close.

Monthly Bookkeeping & Compilation

We organize the agreed accounting work, reconcile specified accounts, maintain equipment and debt schedules where included, and prepare useful financial reporting. Compilation financial statements are available when expressly included in the engagement.

A good fit

Businesses that need current books, reconciled accounts and dependable monthly reporting.

Questions we can discuss

Are our accounts reconciled? Can we compare results from month to month? What information do owners and lenders need?

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Financial guidance for operating decisions and growth.

Fractional CFO Advisory

Use accounting information, cash forecasts, profitability analysis and financial models to evaluate financing, capital spending and business growth.

A good fit

Businesses whose financial decisions have outgrown basic reporting but do not require a full time CFO.

Questions we can discuss

Can we afford the next investment? What is driving margins? How would changing sales, costs or collections affect cash?

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How the services work together

Current records. Better planning. Informed decisions.

Current financial records support tax projections, cash forecasts and business decisions. Each service has a separate scope agreed in writing.

  1. Organize

    Reconcile the records, track equipment and debt, and prepare the agreed monthly financial reports.

  2. Plan

    Use current information to anticipate cash requirements, tax obligations and upcoming commitments.

  3. Decide

    Test financing, investment and growth choices against realistic business assumptions.

12 month renewable

Ongoing support throughout the year.

Each recurring service is a 12 month renewable engagement. Fees, entities, deliverables, meeting frequency, responsibilities and deadlines are set out in the engagement letter.

Financial statements and lenders

A compilation is not an audit or review and provides no assurance. Before preparing statements for financing, we confirm the type of reporting the lender requests. Acceptance and lending decisions remain with the lender.

A practical next step

Find the right starting point.

Tell us whether you need current books, tax planning or help evaluating a business decision.

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