Spear CPA CFP

Spear CPA CFP provided accounting services to EAG Labs, an eyewear manufacturing company. Their responsibilities included bookkeeping, tax planning, record tracking, and ensuring paperwork was filed on time. They used QuickBooks to keep track of the company's records. Their tax planning services included advising on equipment purchases and loan interest rates. The CEO of EAG Labs was extremely satisfied with Spear CPA CFP's services, noting that the cost, which ranged from $10,000-$25,000, was well worth the investment. The partnership between the two companies is ongoing, having started in 2008.

For a wholesale business, Spear CPA CFP provided a range of accounting services. These included obtaining payment protection program (PPP) loans, organizing finances, and managing taxes. They also advised the business on cost-saving measures and deductions, such as recommending a vehicle purchase over a lease for a larger tax deduction. In addition to tax preparation, they provided bookkeeping and financial auditing services. The engagement, which began in December 2018, is still ongoing and the wholesale business owner was impressed with Spear CPA CFP's work.

Spear CPA CFP provided accounting services to a stone and tile company. They handled bookkeeping, tax preparation and filing, and managed the company's ledger using QuickBooks. During the pandemic, they helped the company manage government payroll credits and assisted with the Paycheck Protection Loan and Economic Injury and Disaster Loan. The president of the stone and tile company found their services satisfactory and the partnership, which began in June 2015, is still ongoing. The total cost of the project was around $100,000.