Search

Services

WHAT WE PROVIDE

Every business is unique. Our clients range from businesses in growth mode who need analysis into areas for improvement, or ways to optimize accounting procedures so they can forecast future profits. Others need our full suite of services so they can focus on growing their business, and some just need an airtight exit strategy. Our approach is as unique as you are.
 
First, we talk. We get to know each other. We want to know what keeps you up at night, and what your goals are. We may ask for a few documents to take a birds-eye view of your current situation. We then set a face-to-face meeting to talk about what to focus on first, set a deadline, and set goals. 
 
As soon as you decide to work with us and our team, your journey begins, and you will immediately see the value of our services. 

BUSINESS CONSULTATION

Our consultation and CFO services include working with business owners to develop and complete ongoing operational goals through strategic planning techniques.

BUSINESS CONSULTATION

This serves to increase market share, limit overhead and provide an atmosphere for successful expansion and growth.
LEARN MORE

WEALTH MANAGMENT

Using sound financial strategies, we assist with the entire process of asset accumulation through our wealth management network.

WEALTH MANAGEMENT

Investment management, retirement planning, and business investment solutions are some of the services we provide to help you reach financial independence.
LEARN MORE

ASSET PROTECTION

A successful business goes beyond growth. Utilizing insurance and succession planning techniques, we can ensure that your business continues to succeed.

ASSET PROTECTION

If you haven't already established an asset protection strategy, don't wait. The longer the plan has existed, the stronger it is likely to be.
LEARN MORE

TAX MANAGEMENT

CPAs and bookkeepers use real-time accounting to produce financial statements that provide owners with the information they need to run daily operations and set long-term goals.

TAX MANAGEMENT

It ensures savings on taxes while simultaneously conforming to the legal obligations and requirements of the Income Tax Act, 1961.
LEARN MORE

INTERGENERATIONAL PLANNING

With the right plan, you can ensure your wishes are carried out, overcome conflict, protect your heirs, and safeguard your assets.

INTERGENERATIONAL PLANNING

In addition to transferring assets and wealth to your heirs, it’s also about maintaining and transferring your values.
LEARN MORE

EXIT PLANNING

A comprehensive exit plan addresses all the business, personal, financial, legal, tax, and value creation issues surrounding the transition of a private company.

EXIT PLANNING

A comprehensive exit plan allows business owners to understand their options, how and when to exit their businesses for maximum personal and business results.
LEARN MORE

POWERFUL RESULTS

Based on the size and complexity of your business, we have developed three distinct levels of service to meet your needs.

Small Business

Our Small Business Service plan provides you with all the traditional accounting services you need, including:
Most Basic Plan for Small Business
  • Monthly Financial Reports produced in QuickBooks
  • Quarterly CPA prepared financial statements
  • Unlimited phone conferences with your Personal Client Manager
  • Internet and live data transfer
  • Internal bookkeeper training
  • Guidance on payroll and sales tax issues
  • One corporate tax return and up to two personal 1040 returns
  • Periodic email updates as to IRS issues affecting your business

Corporate

In addition to Small Business Services, our Corporate plan includes additional CFO Services, including:
Best for Small Business
  • Quarterly Meetings with your CFO/CPA
  • Personal Financial Statements
  • Strategic Income Tax Planning & Guidance
  • Annual Estate Planning Review (Trust & Will)
  • Monthly Financial Reports produced in QuickBooks
  • Quarterly CPA prepared financial statements
  • Unlimited phone conferences with your Personal Client Manager
  • Internet and live data transfer
  • Internal bookkeeper training
  • Guidance on payroll and sales tax issues
  • One corporate tax return and up to two personal 1040 returns
  • Periodic email updates as to IRS issues affecting your business

Enterprise

For those with a complex corporate structure or have advanced planning needs, this package includes:
For Corporate Clients
  • Monthly Meetings with your CFO/CPA
  • Unlimited Corp and Personal Returns
  • Business Consultation and Concierge Services
  • Operational and Strategic Planning for all business entities
  • Succession Planning
  • Budgets & Staffing
  • Client meetings with Attorney
  • Travel with client
  • Review and establishment of Corporate Structure
  • Quarterly Meetings with your CFO/CPA
  • Personal Financial Statements
  • Strategic Income Tax Planning & Guidance
  • Annual Estate Planning Review (Trust & Will)
  • Monthly Financial Reports produced in QuickBooks
  • Quarterly CPA prepared financial statements
  • Unlimited phone conferences with your Personal Client Manager
  • Internet and live data transfer
  • Internal bookkeeper training
  • Guidance on payroll and sales tax issues
  • One corporate tax return and up to two personal 1040 returns
  • Periodic email updates as to IRS issues affecting your business
BEST PLAN

All fees are billed monthly. We will not audit the financial records furnished and will not issue financial statements unless they are requested as an additional service. We assume that all information submitted to us will, to the best of your knowledge, be correct and complete, but will ask about any items that appear unusual or that seem to require additional information. Data that you submit will include all income, deductions and other information necessary for the preparation of the tax returns. The Company is responsible for keeping the necessary records to support reported income and deductions, and for business and personal use of any property. We will approach all of our services in a professional manner. To make our services more valuable, we may offer suggestions from time to time.

Tax returns are, of course, subject to review by taxing authorities. Any items resolved against the Company by the examining agent are subject to certain rights of appeal. In the event of an examination, we will be available for representation. Billing for such services is at our standard rates for the nature of services performed.

Our engagement cannot be relied upon to disclose errors, irregularities, or illegal acts, including fraud or defalcation that may exist. However, we will inform you of any material errors that come to our attention and any irregularities or illegal acts that come to our attention, unless they are clearly inconsequential.

Contact Us

We’d love to hear from you to see if we’re a fit for each other!
Contact Us

This site uses cookies to store information on your computer. Some are essential to make our site work; others help us improve the user experience. By using the site, you consent to the placement of these cookies. Please read our privacy policy to learn more.

IRS CIRCULAR 230 DISCLOSURE - To the extent this website contains tax advice, such advice was not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding penalties under the Internal Revenue Code. Further, any written statement contained herein was not written to promote, market, or recommend any transaction discussed. If you would like Hajek CPA's P.A. to prepare written tax advice designed as a covered opinion, please contact us and we will be pleased to discuss the matter with you in more detail.