Stop wandering, your guide is here.

Licensed CPA

We look at the story your numbers are telling, recommend concrete steps to optimize cash flow and minimize tax, and monitor your progress with customized monthly reporting that gives you the big picture and keeps you on track.

We use deep financial understanding to set up internal controls, improve reporting and safeguard the client’s assets.

As a licensed CPA, Ann can provide expert Advanced Tax Strategies to benefit you and your business, a complete Accounting Information System Review, and Accounting Oversight.

The Real Deal

— Scott, Residential construction client

The Real Deal

“Ann knows her business… Ann has helped train, organize, clean up the books, and streamline our system. She is patient and easy to work with.”

360-degree Business Expertise

— Jeff Hands, Project Manager

360-degree Business Expertise

“Ann is a valuable asset… She possesses knowledge and expertise for both business operations, as well as, with technical solutions. She has always completed more than is required …”

Knowledgeable • Expert • Forward-looking

Licensed CPA
Advanced Tax Strategies

We save most clients at least $10,000 the first year as we implement proven strategies.

Licensed CPA - Rent a Genius | AIS System Review
AIS System Review

Diagnostic tool to evaluate the performance of QuickBooks or your current accounting system.

Licensed CPA - Rent a Genius | Advanced Tax Strategies
Accounting Oversight

We’re well-equipped to provide QuickBooks training and support to keep you moving forward.

Licensed CPA - Rent a Genius | Advanced Tax Strategies

Advanced Tax Strategies

Most accountants work with their client’s tax returns after the year is finished and do the minimum necessary to file an accurate tax return. Rent a Genius is forward-looking and meets with clients throughout the year to suggest and review tax strategies that make sense for the business and the business owner. As tax laws change, we adjust our strategies as needed to be sure you’re paying the minimum required taxes.

  • We save most clients at least $10,000 the first year as we implement proven strategies most CPAs have never heard of. It almost makes filing taxes fun! (…almost)

AIS System Review

At Rent a Genius, we go deeper than most CPA firms. We’ve developed a 66-point Accounting Information System Review Diagnostic tool to evaluate the performance of your current QuickBooks or other accounting system. Think of it as a check-up to see where you are doing well and what areas need some attention.

With this clarity, we work with clients to make improvements that will result in better information and customized reporting to run the business.

Using our auditing and financial systems experience to set up internal controls, we improve reporting and safeguard the business assets.

Once the foundation is in place, information flows more seamlessly and clients have peace of mind that their numbers are accurate.

Accounting Oversight

When your bookkeeping staff has questions, we’re here for them. As QuickBooks Professional Advisors, we’re well-equipped to provide training and support to keep you moving forward.

Want more?

  • Experience growth without the growing pains. We help you put the systems, tools, and people in place to build a thriving business without the typical headaches.
Licensed CPA - Rent a Genius | Advanced Tax Strategies

Let’s work on your business together

Our consultation is always in sync with your strategy

Ann Kaplan CPA and Business Consultant