Beyond Traditional Bookkeeping
Most business owners feel disconnected from their financial story. You may trust your books are accurate and someone capable is handling the numbers, but you still feel anxious about cash flow and uncertain about what the data means for your business decisions.
At HighPoint CPAs, our Client Advisory Services transform you from a passive recipient of financial reports into an informed decision-maker who truly understands your business's financial journey.
You're not alone. And it's not your fault.
Traditional accounting keeps you in the dark, delivering historical reports weeks after month-end with little context or insight. You need more than accurate books—you need a financial partner who helps you understand and navigate your business's financial journey.
Proactive Financial Partnership Instead of waiting for month-end reports, we provide ongoing insights that keep you connected to your business performance and help you stay ahead of opportunities and challenges.
Regular Financial Insights Stay connected to your business performance through regular, personalized communications that explain what's happening in your books, highlight trends, and provide context that empowers confident decision-making.
Strategic Focus We automate compliance work so our team can focus on what really matters: helping you grow your business with strategic financial guidance tailored to your goals.
Virtual & Accessible Our cloud-first approach gives you access to your financial insights anytime, anywhere, with a dedicated team that understands your business.
At HighPoint CPAs, we've reimagined client advisory services from the ground up. Our approach transforms you from a passive recipient of financial reports into an informed decision-maker who truly understands their business.
Ideal for: Businesses needing accurate books with essential insights to stay connected to their financial performance.
Everything from Accountant Services, plus:
Ideal for: Growing businesses ready for deeper financial insights and operational oversight to drive informed decision-making.
Everything from Controller Services, plus:
Ideal for: Established businesses needing strategic financial leadership and partnership for sustainable growth and expansion.
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Leveraging the latest technology is crucial to providing efficient and effective advisory services. Our tech stack includes state-of-the-art tools that enhance accuracy, streamline processes, and provide real-time insights into your financial health. We utilize:
Our commitment to technology ensures that you receive timely, accurate, and actionable financial information, empowering you to make informed decisions while we handle compliance work seamlessly.
Stay Connected to Your Financial Story Our proactive insights ensure you never feel disconnected from your business performance or surprised by financial results.
Strategic Partnership We go beyond traditional accounting to become trusted advisors who help you navigate growth opportunities and challenges.
Experienced Team Our CAS professionals combine technical expertise with strategic thinking to deliver insights that drive business success.
Proven Process Our systematic approach to financial management and advisory services has helped numerous businesses achieve their growth objectives.
Tax and accounting services are offered through HighPoint CPAs, LLC. Investment advisory and wealth management services are offered through HP Wealth Management, LLC, a registered investment adviser. ADV Form 2A Brochure
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Nothing herein is intended to be investment, tax, or legal advice. HP Wealth Management’s website and associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk, including loss of principal, and, unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy
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