Business Details
Expert Accounting & Tax Services for Small Businesses
At CanipeWhitney, we bring over two decades of collective experience in accounting and tax services to help small businesses thrive. Our approach centers on understanding each client's unique reporting needs, financial goals, and operational challenges to deliver tailored solutions. Our certified public accountants specialize in tax compliance, financial planning, and business advisory services across diverse industries including healthcare, dentistry, and real estate. We leverage advanced technologies to streamline accounting processes while maintaining a commitment to responsive client support throughout the year.Our team's expertise in navigating complex tax laws ensures clients maximize deductions, minimize liabilities, and maintain regulatory compliance. With a foundation built on professionalism, responsiveness, and technical excellence, we position ourselves as trusted advisors in financial decision-making. Our dedication to continuous education ensures we stay current with evolving tax regulations and technological advancements that impact our clients. By providing transparent communication and personalized attention, we empower businesses to achieve financial clarity and long-term success.
Services
Tax Preparation
Bookkeeping Services
Payroll Processing
Financial Planning
QuickBooks Support
Business Advisory
Cash Flow Management
New Business Formation
CFO Services
Tax Planning
Highlights and features
- Our CPAs have 16+ years of experience serving healthcare and dental practices
- We provide industry-specific financial solutions for real estate and legal firms
- Custom QuickBooks setup with ongoing technical support and training available
- Proactive tax planning to maximize deductions while maintaining compliance
- Founders previously worked at a top regional accounting firm (Forvis/DHG)
Services
Tax Preparation
We prepare comprehensive tax returns for individuals and businesses while identifying legitimate deductions to minimize tax liability. Our certified professionals stay current with evolving tax regulations to ensure compliance. We also assist with resolving IRS issues and audit representation.
Bookkeeping Services
Our bookkeeping services maintain accurate financial records through regular transaction recording, account reconciliation, and financial reporting. We implement systems tailored to business needs using modern accounting software. This ensures reliable financial data for decision-making and tax purposes.
QuickBooks Support
We offer complete QuickBooks solutions including system setup, customization, employee training, and ongoing technical support. Our certified ProAdvisors optimize software functionality for business-specific needs. We also perform system cleanups and generate customized financial reports.
Financial Planning
Our financial planning services create customized strategies for business growth through cash flow analysis, budgeting, and profitability optimization. We develop financial projections and help implement effective financial controls to support long-term business objectives.
Payroll Processing
We manage complete payroll processing including tax calculations, paycheck distribution, and compliance reporting. Our services handle federal and state tax withholdings, W-2s, and year-end tax statements while maintaining regulatory compliance.
People
Natalie Canipe
Certified Public Accountant
16+ years of experience in tax compliance and business advisory services. Specializes in recreational camps, professional services, and real estate accounting. Former member of corporate tax team at Forvis.
Jennifer Whitney
Certified Public Accountant
20+ years of experience providing tax solutions for medical and dental practices. Focuses on income tax planning and financial statement analysis. Previously worked at Forvis accounting firm.
Brittany Waldroup
Accounting Assistant
Skilled in bookkeeping and payroll services with bookkeeping certifications. Provides direct client support and manages financial data reporting for small businesses.
Wendy Roche
Notary Public
Experienced in tax preparation and payroll services. Combines small business operations knowledge with accounting expertise. Certified North Carolina notary with QuickBooks proficiency.
Rufus Dollar
Tax Director
16-year public accounting veteran specializing in nonprofit compliance and high-net-worth tax planning. Former Managing Director at Carter, P.C. Holds CPA certification since 2008.
Questions
What accounting services do you offer small businesses?
We provide full-service accounting including bookkeeping, payroll, financial statements, cash flow management, and tax compliance for small businesses.
Do you have industry-specific accounting expertise?
Yes, our team specializes in accounting for healthcare practices, dental offices, real estate professionals, and law firms.
How do you help businesses with tax planning?
We analyze your financial situation to identify legal tax reduction strategies while maintaining compliance with changing regulations.
Do you offer QuickBooks support and training?
Yes, we provide QuickBooks setup, customization, employee training, and periodic system tune-ups for businesses.
Can you assist with new business formation?
We help establish new businesses with proper accounting systems, tax registration, and financial planning from inception.
