Cpa Advisory Group, Inc
CPA Advisory Group, Inc. is a full-service CPA firm in north Columbus, Ohio, convenient to Westerville, Worthington, Powell, Lewis Center, New Albany and Dublin. We specialize in servicing the needs of small businesses and individuals, adding value to our clients' experience through creative approaches to help you not only survive, but flourish in these turbulent economic times. Our service offerings include, but are not limited to: TAX *Individual Returns & Planning * Business Returns & Planning * Payroll Returns * Estate & Trust Returns * IRS Offers-in-Compromise * Audit Support ACCOUNTING *Financial Statements * Monthly Accounting * Controllership * Record Keeping * Staff Training CONSULTING *Business Coaching * Business Brokerage * Choice of Entity Guidance * Human Resources TECHNOLOGY *QuickBooks Training & Support * Cloud Computing * Paperless/Virtual Office * Computer Hardware & Software * Web Design & Support INVESTMENTS *Fee Based Management * Insurance * Annuities & Other Products * Personal Financial Planning * Retirement Planning OTHER *Seminars & Training * Business Plans * Business Start-Ups * Banking & Loan Origination * HSAs, 105 Plans & 125 Plans We provide these services to a diverse client base including individuals & business start-ups, to more established small-to-midsize business of various entity types and industries - including non-profit organizations. Call us today! Your initial consultation is FREE!
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Verified contacts
15
available on Kipplo
LinkedIn employees
17
11 to 50 range
Open roles
—
no listings
Distinct roles
12
indexed titles
Tech stack
1
tools in use
Monthly traffic
126
organic / mo
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Decision-makers and verified team members
15 contacts with verified email or phone · masked until revealed.
- DK
Dave Krebs
Chief Visionary Office · Other
EmailPhone - AC
Allison Cunningham
Staff Accountant · Finance & Accounting
EmailPhone - CC
Cheryl Crum-Messenger
Sr Client Coordinator · Customer/Client Service
EmailPhone - JL
Jane Loe
,,, &, · Other
EmailPhone - MB
Matthew Boehm
IT Manager · Information Technology
EmailPhone - PM
Patricia Mason
Operations Manager · Operations
EmailPhone - LD
Linda Dodds
Administrative Assistant · Finance & Accounting
EmailPhone - VJ
Veronica Jeffries
Administrative Assistant · Finance & Accounting
EmailPhone - DK
Dave Krebs
Chief Visionary Officer · General Business & Management
EmailPhone
Showing 9 of 15 verified contacts
Top roles at Cpa Advisory Group, Inc
12 distinct titles indexed · top 10 shown.
- 3cpa advisory group, inc
- 2administrative assistant
- 1,,, &,
- 1business & personal advisor
- 1chief visionary office
- 1chief visionary officer
- 1it manager
- 1office manager
- 1operations manager
- 1sales manager
- +2more titles
Sign up to unlock all 15 contacts at Cpa Advisory Group, Inc
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