Discovery Call Questionnaire
Carter Cook, CPAs is a Concierge CPA firm that specializes in becoming a trusted financial business partner to beauty professionals. If you're looking for a classic accountant who only does your taxes and bookkeeping, you've come to the wrong place.

We work with beauty professionals who are growing fast and want to make sure they aren't missing out on opportunities to maximize their profit. What difference would it make in your business to go from talking to your accountant once a year to having a CPA you could count on to answer all your financial questions throughout the year?

Welcome to the world of Concierge CPA services where we hold your hand every step of the way. We meet over video conference to set goals and plan for your future. In addition, we provide:

-Unlimited Email Support
-Quarterly Estimated Tax Calculations
-Retirement Contributions Analysis
-Budgeting
-Cash Flow Projections
-Owner Compensation Package Analysis - how to pay yourself and how much
-Payroll support through Gusto
-Meetings with your CPA planning out goals and maximizing tax strategies
-And, of course, bookkeeping and taxes

If you're looking for a high level service with financial professionals who feel like members of your team, you've come to the right place.

Packages are individually built for each client based on needs, but to give you an idea, our base packages begin at $675/month. These packages include annual income tax returns, monthly bookkeeping and financial reporting with Key Performance Indicators, quarterly sales tax returns, and all the goodies discussed above.  
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I have read the above description of services and fees. I am looking for a higher level of support from my accountant and am financially able today to invest in Carter Cook, CPAs' Concierge services if we are the right fit. *
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Your Full Name *
Phone Number *
What state do you live & work in?
What Type of Entity Is Your Business? *
What is your business' name? *
What type of business do you run? *
How many employees do you have? *
How many years have you been in business? *
What are your average annual sales? Concierge CPA services are a great fit for those who anticipate at least $150,000 of revenue each year. That's ok if you're not there yet, but if that's not a goal you're pushing for, our services may be too robust for your needs. *
Are you current on your tax return filings and tax payments? If not, please explain what is outstanding and whether or not you have a payment plan set up.
Is there anything else I should know about your business?
We will reach out to you within 48 business hours to discuss the next steps in the process.
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