Business Details
2 Years
experience
Trusted Accounting & Tax Services in Baton Rouge, LA
We are Wayfinders for our clients, serving as strategic advisors who help businesses navigate complex financial landscapes. Our team of CPAs, tax accountants, and business consultants utilizes advanced tools and proven methodologies to deliver precise solutions for tax optimization, payroll services, and financial strategy. Located in Baton Rouge, Louisiana, we pride ourselves on being deeply invested partners for small business owners nationwide.Our mission extends beyond saving moneywe facilitate progress toward both professional and personal goals, enabling clients to focus on their passions while achieving financial freedom. With decades of combined experience, we specialize in transforming accounting from a time-consuming burden into a strategic asset that drives growth and profitability.
Services
Outsourced Accounting
Strategic Tax Reduction
Payroll Services
Financial Monitoring
Tax Audit Support
Business Growth Strategy
Details
- Year established: 2024
Highlights and features
- We specialize exclusively in small business accounting and tax strategy.
- Our team includes certified CPAs with decades of combined industry experience.
- We guarantee personalized service with direct access to expert advisors.
- Proven track record of saving clients over $600,000 annually in taxes.
- Cloud-based technology provides real-time financial visibility and reporting.
Services
Outsourced Accounting
Transform accounting from a burden into a strategic asset with expert oversight. Our cloud-based solutions provide real-time financial visibility, monthly bookkeeping reconciliation, and proactive compliance management. Designed for small businesses seeking efficiency gains and profitability improvements through professional financial operations support.
Strategic Tax Reduction
Leverage advanced tax planning strategies to minimize liabilities and maximize savings. Our CPAs analyze tax returns to identify overpayments, develop entity structure strategies, and implement year-round optimization plans. Focus areas include owner compensation alignment and exit planning for sustainable business growth.
Payroll Services
Comprehensive payroll management solutions including direct deposits, W-2 processing, and tax filings. Our system ensures accurate employee payments while maintaining compliance with federal and state regulations. Integrated with broader financial services for seamless business operations.
Financial Monitoring
Receive regular financial health assessments through customized monitoring reports. Track key metrics, identify growth opportunities, and maintain compliance with automated systems. Services include quarterly business value estimates and 12-month financial forecasting updates.
Tax Audit Support
Access expert representation and documentation support during tax audits. Our team prepares comprehensive responses to tax notices while implementing preventive measures. Services include audit risk reduction strategies and compliance optimization for business tax filings.
People
Chris Naquin
Business Advisor & Tax Consultant
Certified CPA with extensive experience in small business tax strategy and financial planning. Specializes in entity structure optimization and owner compensation strategies to maximize business growth potential.
Lorrinda Dickinson
Client Coordinator
Manages client relationships and coordinates accounting services delivery. Ensures seamless communication between business owners and CPA team members for efficient service execution.
Lyka Garcia
Accountant
Experienced accountant providing bookkeeping, payroll processing, and compliance services. Focuses on accurate financial reporting and regulatory adherence for small business clients.
Questions
What accounting services do you offer for small businesses?
We provide outsourced accounting, payroll processing, tax optimization, financial monitoring reports, and compliance services tailored to small business needs.
How can you help reduce my business tax liabilities?
Our CPAs analyze tax returns to identify savings opportunities, implement year-round optimization strategies, and develop entity structure plans to minimize tax exposure.
Do you work with businesses outside Louisiana?
Yes, we serve clients nationwide across the United States through our cloud-based accounting technology platform.
What technology platforms do you use?
We utilize QuickBooks Online, Bill.com, and Receipt Bank integrated with our cloud-based accounting systems for seamless client collaboration.
How do your service plans differ?
Plans vary by frequency of financial reports, reconciliation services, and CPA meeting access - from Bronze for oversight to Gold for comprehensive support.
