What we'll cover
In 40 minutes, we'll get to know your business and talk through what's working, what isn't and where we can help.
Where you are today
We review your current books, taxes, and financial strategy to understand where things stand today.
What you need
We'll pinpoint the help that fits: bookkeeping, tax, advisory or a mix of all three.
Next steps
If we're a good fit, you'll get a written proposal with scope and pricing. No work starts until you say yes.
Pick a time that works
Choose a 40-minute slot on our calendar. It takes about a minute.
Other ways to reach us
Have a question before you book? Send us an email. Current clients can log in to the client portal anytime.
Questions about working with us? Email anytime.
contactus@hartcpagroup.com
Client portal
Manage your financials, view reports, and communicate with your CPA team through our secure platform.​
What our clients say
★★★★★
"I've worked with Hart CPA Group for 3 years now and have been very happy with the service, communication, and partnership that Daniel and his team have provided. I would highly recommend them."
Cole C., Google review
★★★★★
"Personalized, top-notch service and an incredibly easy process from start to finish. I actually spent less having both my personal and LLC taxes done here than I've paid elsewhere for just personal taxes."
N.O., Google review
★★★★★
"Hart CPA was a lifesaver… We saved a ton of money doing so. The platform is well organized and communication is top tier. Will never use anyone else."
Cora A., Google review