Spear CPA CFP
visit site- $1,000+
- 2 - 9 employees
- New York, NY
Spear CPA CFP is a New York, New York-based accounting and business services firm. Founded in 2004, their team of fewer than 10 serves small businesses in industries such as business services, health care, and legal.
Client Insights
Industry Expertise
20%
20%
20%
20%
10%
10%
Client Size Distribution
Small Business (<$10M) 100%
Common Project Size
$50K-$199K 4 projects
$200K-$999K 3 projects
$10K-$49K 2 projects
Clients
- Young & Otero, Inc.
Highlights from Recent Projects
Spear CPA CFP provided accounting services for a stone and tile company. The team managed bookkeeping, tax preparations, and filing using QuickBooks. They also offered assistance during the pandemic, helping the company manage payroll credits and navigate the Paycheck Protection Loan and Economic Injury and Disaster Loan. The president of the company expressed satisfaction with the services provided by Spear CPA CFP, which began in June 2015 and are still ongoing.
In another project, Spear CPA CFP worked with an eyewear manufacturing company, EAG Labs. The team was responsible for bookkeeping, tax planning, record maintenance, and ensuring timely filing of paperwork. They also provided advice on financial matters such as writing off new equipment and making sound financial decisions based on tax brackets. The CEO of EAG Labs highly praised the services of Spear CPA CFP, with their partnership beginning in 2008 and still ongoing.
Spear CPA CFP also provided accounting services to a wholesale business. They assisted in various aspects of the business, including obtaining Payment Protection Program loans, organizing finances, paying taxes, and advising on money-saving strategies. The team also advised the company to purchase a vehicle they had been leasing to gain a larger tax deduction. The owner of the wholesale business expressed satisfaction with the services provided by Spear CPA CFP, with their collaboration beginning in December 2018 and still ongoing.