Consulting & Advisory
Behind the Expertise
Major business decisions often have accounting, tax, cash flow, and ownership consequences. We help growing businesses and owners understand the tradeoffs while there is still time to choose the right path.
Major business decisions often have accounting, tax, cash flow, and ownership consequences. We help growing businesses and owners understand the tradeoffs while there is still time to choose the right path.
PwC · EY · Deloitte · KPMG Experience Applied to Growing Businesses
A transaction, ownership change, financing decision, or restructuring can create accounting, tax, and financial questions at the same time. ManzCPA helps you understand how the pieces connect before you move forward.
ManzCPA helps growing businesses and owners work through transactions, ownership changes, financing, restructuring, and other situations that require a broader financial view.
Work through the accounting, tax, and financial considerations surrounding a purchase or sale.
Evaluate buyouts, ownership transitions, and changes in how the business is structured.
Understand how changes to entities or ownership can affect accounting, reporting, and taxes.
Compare potential outcomes before a major transaction or decision is finalized.
Prepare financial information and respond to more involved lender or financing requests.
Resolve accounting issues that require more than routine bookkeeping or monthly support.
Research and support for unusual situations that do not fit a standard engagement.
Work through the financial implications of expanding, operating, or restructuring across states.
Before a major decision is finalized, there are usually several financial questions worth answering together.
The structure can affect taxes, accounting, ownership, and future flexibility.
Understand the near-term financial impact before committing.
Make sure the accounting reflects the transaction correctly from the start.
Evaluate the potential tax impact while options still exist.
Consider how the transaction fits into the broader ownership and business structure.
Prepare for financial information, reporting, or documentation requirements.
Once a transaction is signed, ownership has changed, or financing is finalized, many of the most useful options may already be gone. Advisory is most valuable while the structure and timing can still be discussed.
Review the accounting, tax, and financial implications before the deal is finalized.
Understand how the transition may affect the business, owners, and tax picture.
Consider how the new structure affects reporting, taxes, and future decisions.
Work through lender requirements, financial reporting, and the impact on the business.
Identify accounting and tax considerations before the complexity grows.
Major business decisions rarely affect only one area. ManzCPA brings accounting and tax expertise together with practical judgment, helping owners understand the wider financial impact before moving forward.
We look at how a decision affects both the financial records and the tax picture, instead of treating them as separate issues.
Transactions, multiple entities, real estate, ownership changes, financing, and unusual accounting issues are familiar territory.
Our team brings experience from PwC, EY, Deloitte, KPMG, CLA, and large corporate accounting environments.
We help you understand the options, costs, risks, timing, and tradeoffs—not just the technically correct answer.
Acquisitions, major accounting cleanup, transaction modeling, restructuring, and technical research can require significant work outside a standard accounting or tax engagement. When that happens, we scope the project separately so the work, timeline, and expectations are clear from the start.
If the business is becoming more complex but you’re still piecing together advice after the fact, it may be time for a broader level of support.
Our CPAs spent a combined 40+ years at
PwC · EY · KPMG
the same firms that train Fortune 500 auditors and advise the country’s largest companies. Now that experience works directly for you.
See why business owners choose ManzCPA for proactive guidance,
responsive support, and year-round accounting and tax expertise.
Clear guidance on tax, accounting, and business decisions based on the questions clients actually ask.
Clear answers about who we work with, how our services differ, and what to expect from a ManzCPA relationship.
Most of our clients are doing $1M+ in revenue and dealing with real complexity — multiple entities, real estate, multi-state activity, or a business that’s outgrown what a basic bookkeeper or seasonal tax preparer can handle. If that’s where you’re at, we’re a strong fit.
We don’t price off a rate card — we price based on the complexity of your situation and the level of involvement you want from us. That’s why our starting points are just that: starting points. A simple accounting relationship looks different from a multi-entity tax strategy engagement, and the pricing reflects that.
Tax preparation is reporting what already happened — filing the return based on decisions you already made. Tax planning is proactive: reviewing your situation before year-end so we can actually change the outcome. Most CPAs only do the first one. We do both, and we treat planning as its own service, not something that happens for free in a March phone call.
We do prepare individual and business returns, but our clients typically want more than a once-a-year transaction — they want a CPA who understands their business well enough to catch things before they become expensive. If you’re looking for a simple, low-touch filing relationship, we may not be the most cost-effective option for you, and that’s okay.
Personal returns are almost always part of a broader relationship — most of our individual clients are business owners whose personal returns we handle alongside their business returns, entity structure, and planning. We do occasionally take on personal-only returns for high-net-worth individuals with complex situations — investments, multiple income sources, real estate — but a standalone W-2 personal return with no business activity generally isn’t a good fit for our pricing model. If that’s what you need, a firm built around individual returns will likely be a better value for you.
Possibly — but we’re built for businesses managing real complexity: multiple entities, real estate, growing teams, or multi-state activity. If your business is a single entity with straightforward books, you may get better value from a smaller local firm. We’d rather tell you that up front than take you on and not be the right fit.
Bookkeeping and accounting are part of what we do for clients as part of a broader relationship, not a standalone service we compete on price for. If you need a dedicated bookkeeping-only provider, there are firms that specialize in exactly that. What we’re built for is combining clean books with the tax and advisory work that makes those numbers actually useful.
No — and we’d rather be upfront about that than have it become a surprise later. Ongoing accounting and tax engagements cover the scope we agree on together. Deeper advisory work — things like acquisition due diligence, entity restructuring, or standalone tax planning — is scoped and quoted separately based on what you need.
Very. We’re not a firm you hear from once a year in March. Multi-entity and real estate decisions — buying a property, adding an entity, taking on debt — need to be reviewed before they happen, not after. That only works if we’re actually talking throughout the year, not just during filing season.
Yes. We work with clients nationally, with particular depth in high-tax states like California and New York, where the stakes on planning are highest. Our team and process are built to support clients remotely.
We handle it — but it may be scoped separately if it’s outside what we agreed to originally. We’d rather have that conversation directly with you than surprise you with it after the fact.
Whether you’re considering a transaction, ownership change, financing, restructuring, or something that simply doesn’t fit into routine accounting or tax work, tell us what’s happening and where you need support.
A few details help us understand what you need before the first conversation.
