Proactive
Accounting
Tax Strategy
Bookkeeping
Tax Planning
For Growth-Focused Business Owners
A virtual Concierge CPA firm delivering year-round tax planning built around your business. Top-tier expertise with the responsiveness of a dedicated advisor.
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Accounting
As a business owner, it is important to get timely, accurate, reliable data. We provide all levels of monthly accounting support and management so that you can focus on growing your business.
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Tax
While other firms only prepare tax returns after the fact, we encourage clients to do Tax Planning with us so there are no surprises and clients can be confident they are saving as much tax as possible.
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Advisory
We take our role as a partner in your business success very seriously. By taking the time to understand your business we can anticipate your needs and help your business reach its fullest potential.
Concierge CPA Pricing
Most accounting firms only charge by the hour making it hard to know the costs. Our Monthly services are a more transparent way to have ongoing access to our monthly accounting and tax services.
Monthly Accounting
Tax Returns
How to become a Client
Schedule a ZOOM call with a CPA and review the pricing tool on this page before the call.
Follow the plan and begin onboarding to offload your monthly accounting and tax to us.
You get high-quality, accurate financials AND the peace of mind you are saving tax everywhere you can.
Client Frequently Asked Questions
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We know clients want certainty, so we do our best to provide up-front pricing whenever possible. In order to make sure we don't have to charge large setup fees like other firms, we help all clients determine the best monthly go-forward agreement first before we get started on any work. For an estimate on go-forward services check out the pricing calculator on this page. We are always open to discussing a customized monthly plan and add-on services if needed.
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No, Altius CPA and the CPAs on it’s platform have been providing Virtual monthly accounting and income tax services to 100s of small to mid-sized business owners across the US since 2015. We connect with you wherever you are whether that is at home, on a beach or wherever life takes you.
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Yes, it is common for us to perform “catch up, clean up” services when clients first join. Please discuss the additional costs of these services with your CPA.
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Yes, we strongly encourage all clients to do tax planning with their CPA to project out tax due well in advance, discuss tax minimization strategies and any business planning or compliance items that come up as an add-on service. At a minimum, we will remind you to schedule a year-end tax projection meeting and planning call.
What People Are Saying
“Altius has been a great help in establishing my new business. I am excited to continue working with the team as my business continues to grow.
— Sarah EBner, see architecture
“The Altius team are the experts in cloud accounting software. They helped me streamline our process so that I can spend more time growing the business.”
— David Tozer, Tozer Enterprises
Where We Came From.
From a Traditional past to a Virtual Firm Today, we are committed to being a People First CPA Firm.
