Business Details
Trusted Accounting Services in Westlake, OH
Pinnacle Accounting is a client-centered firm dedicated to transforming financial management for businesses in the Cleveland area. With offices in Westlake and Independence, we combine cutting-edge technology with personalized service to streamline accounting processes for individuals and businesses of all sizes. Our team of certified professionals specializes in tax reduction planning, financial forecasting, and tailored solutions for industries like real estate and professional services. We prioritize proactive communication, delivering regular financial insights to empower data-driven decisions while ensuring compliance with evolving tax regulations.With over 25 years of experience, our founders bring entrepreneurial expertise to help clients navigate cash flow, profitability, and growth challenges. By offering fractional CFO services and outsourced accounting, we provide scalable support that adapts to businesses' evolving needs. Our commitment to excellence is reflected in client testimonials highlighting exceptional service, from seamless QuickBooks setup to stress-free tax season support. We focus on building long-term partnerships, acting as an extension of clients' teams to maximize financial clarity and success.
Services
Tax Preparation
Bookkeeping Services
Payroll Processing
Fractional CFO
New Business Advisory
QuickBooks Support
Real Estate Accounting
Outsourced Controllership
Financial Forecasting
Tax Planning
Highlights and features
- We offer 25+ years of entrepreneurial accounting experience from our founding team
- Our CPAs provide tailored tax reduction strategies for US and expatriate clients
- We implement automated accounting systems for real-time financial visibility
- Our fractional CFO services deliver executive-level insights at part-time costs
- We guarantee proactive communication with regular financial reporting and analysis
Associations and certifications
- Certified Public Accountant (CPA)
- Certified Management Accountant (CMA)
- Enrolled Agent (EA)
- Advanced QuickBooks ProAdvisor
What people say
Outstanding service
Best accounting firm
Highly recommended
Wealth of knowledge
Excellent communication
Services
Fractional CFO
Our fractional CFO services provide strategic financial leadership without full-time executive costs. We deliver financial forecasting, budget management, and high-level analysis to help businesses optimize cash flow and make informed decisions. Clients gain access to expert insights for scaling operations while maintaining cost efficiency.
Tax Preparation
We specialize in accurate tax preparation for individuals and businesses, focusing on maximizing deductions while ensuring compliance. Our CPAs stay current with tax law changes to minimize liabilities and prevent double taxation for expatriates through foreign tax credits and income exclusions.
Payroll Services
Our comprehensive payroll services handle all aspects of employee compensation, including tax filings and report generation. We ensure timely payments and regulatory compliance while reducing administrative burdens, allowing businesses to focus on core operations without tax penalty risks.
Business Accounting
We offer tailored accounting solutions for small to midsize businesses, covering bookkeeping, financial reporting, and tax planning. Our services help stabilize cash flow, control costs, and provide strategic insights for improved profitability and long-term business growth.
New Business Advisory
Our advisory services assist new businesses with incorporation, tax structure planning, and financial systems setup. We help entrepreneurs create viable business plans, select appropriate legal structures, and implement accounting processes to maximize early-stage success and tax efficiency.
People
Jake Mitrovic
Founder / Certified Management Accountant
With 25+ years of accounting experience, Jake founded Pinnacle Accounting after serving as CFO for a private company. He specializes in business advisory, tax planning, and QuickBooks solutions while maintaining direct client relationships.
Sladana Andric
Certified Public Accountant
Sladana brings 15+ years of tax and accounting expertise to Pinnacle, serving small businesses across multiple industries. She focuses on tax compliance, financial reporting, and QuickBooks consulting while maintaining AICPA professional standards.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, tax preparation, financial reporting, payroll processing, and strategic financial planning tailored to small businesses' specific needs.
How can you help reduce my tax liability?
Our CPAs identify all eligible deductions and credits while implementing strategic tax planning to minimize liabilities for domestic and international taxpayers.
Do you work with expatriates?
Yes, we specialize in expatriate tax services using foreign tax credits and income exclusions to prevent double taxation while maintaining compliance.
What is fractional CFO service?
It provides part-time executive financial leadership with budget management, forecasting, and strategic analysis at a fraction of full-time costs.
How do you handle QuickBooks setup?
We provide personalized QuickBooks setup and ongoing support to ensure accurate accounting systems tailored to your business requirements.
Can you assist with new business formation?
Yes, we guide clients through business structure selection, incorporation, and accounting system implementation for new ventures.
