Our Services
Tax and accounting solutions tailored to your unique needs
Night Owl CPA transforms complex challenges into custom tax and accounting solutions that align with your unique business or personal financial needs. Our team of experienced professionals provides strategic insight with dedicated support, empowering you to navigate your financial journey with confidence and clarity.
Tax Services
Our tax expertise spans both individual and business needs. For individuals, we go beyond basic tax preparation to provide comprehensive tax planning that considers your entire financial picture. We help you navigate complex tax situations, from investment strategies to retirement planning, ensuring you minimize your tax burden while staying fully compliant.
For businesses, our tax solutions encompass everything from corporate returns to partnership filings. We stay ahead of changing tax laws and regulations to identify opportunities for tax savings and help you make informed decisions about your business operations. Our team specializes in industry-specific tax strategies and maintains expertise in multi-state tax compliance.
Accounting & Bookkeeping
Strong financial records form the foundation of any successful business. Our accounting services provide accurate, timely financial statements and reports that give you clear insight into your financial position. We handle everything from general ledger maintenance to complex financial reporting, ensuring your books are always audit-ready.
When it comes to QuickBooks Online, we’re kind of wizards at it. We’ve been using QBO since before it was cool (honestly, since before it was even good), and there’s not much we haven’t seen or can’t fix. It’s our preferred platform because we know every feature, quirk, and workaround like the back of our hand.
Our bookkeeping team manages your day-to-day financial operations with precision and care. We take the burden of transaction recording, accounts payable, and accounts receivable off your shoulders. Whether you need full-service bookkeeping or support with QuickBooks setup and training, we customize our services to match your needs. And since we’re QBO experts, you’ll get bookkeeping that keeps you organized and takes full advantage of time-saving features most people don’t even know exist.
QuickBooks Online Consulting
Not ready for full monthly bookkeeping? No problem. We’re still here to help you manage QuickBooks Online on your terms. Whether you need a one-time cleanup, custom training, or someone to call when things get weird, consider us your on-demand QuickBooks pros.
Think of it like having a CPA in your back pocket. You handle the day-to-day, and we step in when you need us for things like:
Our QBO consulting is flexible — schedule a QuickBooks cleanup, book a training session for your team, or keep us on speed dial for questions. You decide what you need, when you need it.
Estate & Trust Services
When it comes to estates and trusts, accurate tax preparation is critical. Our services focus on comprehensive tax compliance for these complex entities.
We specialize in preparing and filing tax returns for trusts and estates, ensuring precise documentation and full regulatory compliance. Our team provides detailed tax reporting, helping trustees and executors navigate the intricate tax landscape with confidence.
Our services include:
We work collaboratively with trustees, executors, and estate planning professionals to ensure your financial reporting is accurate, timely, and strategically sound.
Business Advisory Services
As your trusted financial advisor, we’re here for more than just the numbers — we help shape where your business is heading. Whether planning for explosive growth or mapping out your eventual exit strategy or retirement, our advisory services help you make smarter decisions about what’s next.
Think of us as your financial strategy team. We dig into your business performance, develop realistic budgets, spot opportunities for better profits, and help you tackle the big questions about your company’s future. Want to know if that expansion makes sense? Wondering if it’s time to start prepping for a sale? That’s where we come in.
Our CFO advisory service gives you executive-level financial guidance. We help track what matters, manage risks, and build strategies that align with your goals. This includes both growth planning and exit planning — because every business owner eventually makes a transition, whether that’s:
Need a clearer picture of where your business is headed? Let’s map it out together
Let’s Talk Money — Because Nobody Likes Surprises
We’re big fans of fixed fees here — it keeps things simple and predictable for everyone. Most of our services come with clear, upfront pricing so you know exactly what to expect each month or for each project.
Sometimes, though, we need to do a bit of detective work first. Until we see what we’re dealing with, it can be tough to quote a flat rate. In certain cases, we start with hourly billing while we sort things out. Once we establish a regular rhythm and clear scope of work, we’ll typically shift to a fixed fee arrangement.
Bottom line: We believe in transparent pricing and no surprise bills. Whether it’s a fixed fee or hourly rate, you’ll know the costs before we start.