Three recurring engagements
Langley CPA offers three recurring engagements: Annual Tax Planning & Compliance, Monthly Bookkeeping & Compilation, and Fractional CFO Advisory. A client may use one service or a combination based on the business’s needs and readiness. Each is a 12-month renewable engagement; Special Projects are evaluated and quoted separately.
Compare the services
Each recurring service is a 12-month renewable engagement. The exact scope depends on the business’s needs and readiness; acceptance and responsibilities are confirmed in writing.
Annual Tax Planning & Compliance
Plan business taxes before deadlines and prepare the business returns included in the engagement.
Owners who need projections, payment awareness, a dependable tax calendar, and coordination between business and owner tax matters.
Monthly Bookkeeping & Compilation
Keep the books current each month and prepare useful financial statements for owners, lenders, and tax planning where included. Compilation financial statements are CPA-prepared statements based on management’s records. They are not audits or reviews and do not provide assurance.
Businesses that need current income-statement and balance-sheet visibility supported by consistent reconciliations and reporting.
Fractional CFO Advisory
Senior financial guidance for businesses that need forecasting, cash-flow management, performance analysis, and decision support—but do not need a full-time CFO.
Established businesses whose decisions have outgrown basic reporting but do not require a full-time finance executive.
How the services may work together
Monthly accounting can provide current records for tax projections. Tax planning can reveal upcoming cash requirements. Fractional CFO advisory can use those records and obligations in forecasts, financing discussions, and growth decisions.
Clients may use one service or a combination. Each service has its own responsibilities, and acceptance depends on the needs and readiness of the business.
Maintain reliable monthly information and resolve material accounting questions.
Use current results to evaluate business and owner tax obligations before deadlines.
Apply forecasts, indicators, and financial analysis to the company’s next choices.
12-month renewable
The three recurring services address responsibilities that continue throughout the year. The engagement letter explains the work, timing, information needed, management responsibilities, and professional limitations.
A practical next step
Start with the complimentary diagnostic when you want a detailed review of your business, tax situation, or both. Send us a message when you already know which service or Special Project you want to discuss.