BookkeeperFinancial AdvisorFractional CFOAccountant

    Potrus CPA

    Bookkeeper

    Certified public accounting firm specializing in bookkeeping, accounting, tax and audit services to small businesses accross the US.

    Anaheim Hills, California9 years in business15 employees$100K+ income | $300K+ revenue | $250K+ income minimum

    About Potrus

    We take bookkeeping, accounting, and taxes off the to-do lists of small business owners across the United States. You can count on us for: Financial plans designed to meet your business goals Strategies to maximize your tax benefits and minimize risks Insight that’s personalized to help you make smart financial decisions SMB's in the service or SaaS industries

    Services offered

    Accounts Payable/ReceivableAudit ServicesBank ReconciliationBookkeepingBudgeting & ForecastingBusiness & Entity FormationBusiness Tax PreparationCash Flow ManagementFinancial Advice & CoachingFinancial PlanningFinancial ReportingForensic AccountingIndividual Tax PreparationPayroll ServicesR&D Tax CreditsSales TaxTax Planning & StrategyTax PreparationIRS Representation & Tax Resolution

    Client specialties

    SMB OwnersQSBS HoldersSolopreneursDigital NomadsVC Backed StartupsBusiness ExecutivesEquity Compensation (RSUs, Stock Options)Multi-state ReturnsYoung ProfessionalsK1 Partnership IncomeReal Estate InvestorsProfessors & EducatorsAthletes & EntertainersCryptocurrency InvestorsHENRY (High Earners Not Rich Yet)

    Software & tools

    Google DriveGustoQuickBooks OnlineSlackTaxDomeZoom

    Pricing

    Monthly Fixed Fee — $1,000/month || Business Income Tax Return — $2,500/year || Personal Income Tax Return — $800/year

    3 packages · from $800/yr

    Minimums: $100K+ income | $300K+ revenue | $250K+ income