Business Details
Your Trusted Partner for Accounting & Tax Solutions
CompFinO is a licensed CPA firm providing comprehensive business services including bookkeeping, outsourced CFO and Controller services, and full-service payroll solutions. Specializing in small business needs, we combine personalized service with technical expertise to deliver tailored accounting, tax, and financial planning solutions. Our team of professionals holds advanced certifications and decades of combined experience, ensuring clients receive accurate, compliant, and strategic financial guidance.With offices in Pittsburgh and Naples, we serve businesses nationwide while maintaining a local, client-focused approach. Our commitment to quality is reflected in our award-winning customer service, rigorous internal review processes, and dedication to continuous professional education. We prioritize transparency, accessibility, and long-term client relationships, positioning ourselves as trusted advisors for small businesses and individuals seeking reliable financial expertise.
Services
Bookkeeping Services
Payroll Processing
Tax Preparation
Financial Planning
Controller Services
New Business Formation
Tax Planning
Highlights and features
- We offer over 20 years of experience in small business accounting and tax services.
- Our team includes licensed CPAs and award-winning payroll specialists.
- We provide nationwide tax preparation with local, personalized service.
- Our customized bookkeeping solutions adapt to evolving business needs.
- We guarantee transparent pricing with no hidden fees.
Associations and certifications
- CPA firm
Services
Bookkeeping Services
Our monthly bookkeeping services include bank reconciliation, income statement and balance sheet generation, and general ledger maintenance. We help businesses maintain accurate financial records while offering customizable add-ons like payroll and tax planning. Our team ensures compliance and provides advisory services to support informed business decisions.
Payroll Processing
We offer scalable payroll solutions for businesses with 1-300 employees, including tax filing, direct deposit, and compliance management. Our services cover federal/state tax reporting, W-2 processing, and new employer setup. Clients receive dedicated support and seamless transitions from existing providers.
Tax Preparation
Specializing in individual and small business tax returns, we handle all entity types including LLCs, S-Corps, and partnerships. Our CPAs identify deductions, minimize liabilities, and ensure accurate filings. We prepare federal, state, and local returns with free e-filing included in all packages.
Financial Planning
Our financial planning services integrate tax strategies, cash flow analysis, and investment guidance. We help clients optimize retirement savings, manage debt, and create budgets aligned with long-term goals. Services are available as standalone solutions or bundled with accounting packages.
New Business Formation
We assist entrepreneurs with entity selection, business plan creation, and licensing requirements. Our services include EIN acquisition, accounting software setup, and tax compliance planning. We help new businesses establish financial systems for long-term success while avoiding common startup pitfalls.
People
Joshua Jones
CPA
Joshua Jones is a licensed CPA with over 20 years of accounting experience. He co-founded CompFinO to provide personalized financial solutions for small businesses. Josh specializes in tax strategy and compliance for multi-state operations.
Kelly Jones
MBA
Kelly Jones holds an MBA and brings 20+ years of business consulting expertise. She focuses on financial planning and operational efficiency for CompFinO's clients. Kelly oversees client relations and strategic growth initiatives.
Amanda
Bookkeeping Manager
Amanda manages bookkeeping and payroll for 14 years, specializing in QuickBooks and payroll systems. She trains team members and ensures seamless client service delivery for CompFinO's accounting solutions.
JJ
Payroll Specialist
JJ leads payroll processing with 11 years of experience in QuickBooks and tax compliance. He facilitates payroll for hundreds of clients and serves as a key contact for payroll-related inquiries.
BA
Tax Department Lead
BA oversees tax preparation with 20 years of banking and mortgage industry experience. She specializes in organizational systems and supports CompFinO's high-volume tax processing during peak seasons.
Questions
What accounting services does CompFinO offer?
We provide bookkeeping, payroll processing, financial statements, tax planning, and outsourced CFO services tailored to small businesses.
Do you handle tax preparation for all business types?
Yes, we prepare returns for LLCs, S-Corps, C-Corps, partnerships, and sole proprietorships with federal, state, and local filings.
Can you help new businesses get started?
We assist with entity selection, business registration, accounting software setup, and tax compliance planning for new ventures.
What payroll services do you provide?
We offer full-service payroll including tax filings, direct deposit, W-2 processing, and compliance management for 1-300 employees.
How do you ensure tax return accuracy?
All returns are reviewed by licensed CPAs and checked with tax software to identify errors or audit risks before filing.
Are your fees transparent?
Yes, we provide all-inclusive pricing with no hidden fees. Quotes are based on return complexity with federal, state, and e-filing included.
