Capstone Financial Consultants CPAs

You run your business We’ll run your numbers

Accountant in Westerville, OH (show on map)

4.2

★★★★☆

5 reviews

Capstone CPAs offers outsourced accounting, bookkeeping, tax preparation, and QuickBooks consulting services to help businesses focus on growth.

Call (614) 794-2727

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About

Capstone CPAs is a leading accounting firm in Westerville, OH, offering outsourced accounting, bookkeeping, tax preparation, QuickBooks consulting, and strategic advisory services. With a focus on personalized, high-quality financial guidance, the firm helps clients manage day-to-day accounting tasks, prepare for tax season, and plan for long-term financial health, ensuring clients receive close analysis and attention year after year.

Fixed monthly fees for outsourced accounting

Real-time data access via secure website platform

Comprehensive tax planning and preparation

Expert QuickBooks consulting

Services

Outsourced Accounting

A robust line of products to meet personal and business needs, including account reconciliation, tax preparation, bookkeeping, advice, and more, bundled for a fixed monthly fee.

Account reconciliation Tax preparation Bookkeeping Advice Quarterly video conference review

Bookkeeping

Process bills and payments, track credit card expenses, process employee expense reports, prepare 1099s, and provide digital access to paid bills.

Bill and payment processing Credit card expense tracking Employee expense report processing 1099 preparation Digital access to paid bills

QuickBooks Consulting

Help businesses utilize QuickBooks to its fullest potential.

QuickBooks setup Customization Training Ongoing support

Tax Preparation

Sound, strategic tax planning and preparation support to keep more of your hard-earned money.

Tax planning Preparation Audit protection

Personal Income Tax

Expertise in preparing personal income tax returns for individuals.

Personal tax return preparation Dedicated support Strategic tax advice

Business Foundation Services

Assist with entity type analysis, accounting system setup, and retirement plan analysis.

Entity type analysis Accounting system setup Retirement plan analysis

Credentials & Certifications

CPA

CGMA

Reviews

Rating

4.2

★★★★☆

Reviews

"My parents are treated there so respectfully and with honesty and kindness."

Frequently Asked Questions

What is outsourced accounting? +

Outsourced accounting is like having your own accounting department, where Capstone CPAs handles all day-to-day accounting tasks, providing real-time data access and fixed monthly fees for budgeting.

How does bookkeeping work with Capstone CPAs? +

Capstone CPAs processes bills and payments, tracks credit card expenses, handles employee expense reports, prepares 1099s, and provides digital access to paid bills.

What tax services are offered? +

Capstone CPAs offers sound, strategic tax planning and preparation support to help clients keep more of their hard-earned money.

What is included in QuickBooks Consulting? +

QuickBooks Consulting at Capstone CPAs helps businesses utilize QuickBooks to its fullest potential through assessment, implementation, customization, training, and ongoing support.

What is the mission of Capstone CPAs? +

Capstone CPAs' mission is to be the trusted advisor providing value-added accounting, consulting, and tax services of the highest quality in a timely, confidential, and comfortable environment.

Who are the key team members? +

Key team members include David Bauer (President, Owner), SueAnn K. Wheeler (Director), Kim Boydoh (Tax Specialist), Prachi Agrawal (Staff Accountant), Galyna Druz (Bookkeeper), Donna Andriot (Founder, Mostly-Retired), Laurie Benn (Office Manager), Michaela Cawthorne (Administrative Assistant), and Elizabeth Bowling (Tax Specialist).