Business Details
16 Years
experience
Expert Accounting & Tax Services for MedSpa and Service-Based Businesses
Steven Ziegler, CPA has been dedicated to eliminating cashflow obstacles for MedSpa entrepreneurs and service-based businesses since 2010. With over two decades of experience in public accounting and corporate finance, our founder Steven Ziegler leverages his expertise as a licensed CPA to deliver streamlined accounting solutions. We specialize in bookkeeping, tax compliance, and strategic financial advisory services tailored to small businesses. Our approach combines cloud-based technology with hands-on CPA oversight to ensure accurate financial reporting and actionable insights. We provide year-round tax planning, IRS dispute resolution, and customized CFO services without the overhead of in-house staffing.Our commitment to excellence has helped clients save tens of thousands annually through proactive tax strategies and operational efficiencies. We prioritize transparent communication and personalized service, ensuring business owners maintain control over their financial health. By handling complex accounting tasks, we enable clients to focus on growth while benefiting from expert analysis of their financial metrics. Our team's industry-specific knowledge spans MedSpas, marketing agencies, HVAC, plumbing, and professional services firms. With a focus on measurable outcomes, we implement systems that improve cash flow visibility and support data-driven decision-making throughout the year.
Services
Accounting Services
Tax Preparation
Bookkeeping
Tax Planning
IRS Resolution
Payroll Processing
CFO Advisory
Audit Representation
Retirement Planning
Wealth Management
Details
- Year established: 2010
Highlights and features
- 20+ years of CPA experience in public accounting and corporate finance
- Outsourced controller services with fixed monthly pricing
- Proactive tax planning reduces liabilities by identifying industry-specific deductions
- Year-round access to CPA without high hourly billing rates
- Technology-driven bookkeeping achieves 50% cost savings over in-house teams
Associations and certifications
- Certified Public Accountant (CPA)
What people say
Knowledgeable CPA
Saved $10,000 annually
Responsive and efficient
Handled complex cases
IRS resolution expertise
Services
Accounting Services
Our comprehensive accounting services provide MedSpa and service-based businesses with accurate financial reporting and strategic oversight. We handle transaction processing, cash management, and corporate tax filings while implementing KPIs to track operational efficiency. Clients receive monthly variance analysis and budgeting support to improve decision-making and profitability through integrated financial systems.
Tax Preparation
We prepare and file federal and state income tax returns for businesses and individuals with expert precision. Our CPA-led team identifies legitimate deductions and credits while ensuring compliance with evolving tax regulations. Secure client portals facilitate document exchange, and e-filing options accelerate refund processing for both personal and business tax returns.
Bookkeeping
Custom bookkeeping solutions maintain accurate financial records through weekly transaction recording and monthly reconciliation. We clean up general ledgers, generate profit & loss statements, and provide real-time financial visibility to help business owners make informed operational decisions without waiting for year-end accounting.
IRS Resolution
Our IRS dispute resolution services address back taxes, audit representation, and penalty abatement. With CPA expertise in tax law, we negotiate installment agreements, offers in compromise, and resolve tax liens while minimizing financial exposure for individuals and businesses facing complex tax issues.
CFO Advisory
Outsourced CFO services deliver strategic financial guidance without in-house costs. We provide cash flow analysis, budget forecasting, and operational efficiency recommendations tailored to service-based businesses. This includes payroll management integration and workers' compensation reporting to optimize financial health.
People
Steven Ziegler
CPA
With 20+ years in public accounting and corporate finance, Steven Ziegler specializes in solving cash flow challenges for service-based businesses. He previously held CFO roles in public companies and now focuses on delivering affordable accounting solutions that help MedSpas and professional service firms increase profitability through strategic financial management.
Questions
Do you work with businesses outside the MedSpa industry?
Yes, we serve marketing agencies, HVAC companies, plumbing services, and other professional service firms needing specialized accounting solutions.
How do your services differ from traditional accounting firms?
We combine CPA expertise with outsourced model cost savings, offering fixed monthly pricing and technology-driven financial reporting without long-term contracts.
Can you help businesses behind on bookkeeping?
Yes, we perform catch-up bookkeeping projects while implementing systems to maintain ongoing financial accuracy and compliance.
What tax planning benefits do you provide?
Our proactive tax planning identifies industry-specific deductions and retirement strategies to legally minimize tax liabilities throughout the year.
Do you offer payroll processing services?
Yes, we provide integrated payroll solutions including tax filings, direct deposits, and workers' compensation reporting with no additional software costs.
