At Capstone Accountancy, we understand the challenges that come with starting a business from scratch. That's why we founded our company in 2009 with the mission of helping businesses large and small grow and prosper. We believe that successful businesses are built on accurate financial information, informed by strategic tax planning, and guided by thoughtful financial planning. Our approach is holistic, allowing us to assist clients in creating a comprehensive strategy tailored to their unique circumstances.
Our Services
At Capstone Accountancy, we offer a range of services designed to help your business succeed. Our Accounting Services provide expert financial guidance, helping you to make informed decisions about your business. Our experienced team of accountants and financial experts will work closely with you to understand your business goals and objectives, providing you with the financial insights and information you need to make strategic choices. From bookkeeping to financial planning, we've got you covered.
Our Tax Services are designed to help you navigate the complex world of taxation. With a team of expert CPAs and EAs, we'll work with you to minimize your tax liability and maximize your after-tax income. Our Tax Services don't stop on April 15th - we believe in active year-round tax planning to help you achieve your long-term financial goals.
We also offer Wealth Management Services, helping you align your financial resources with your priorities. Whether you're looking to plan for retirement, fund a major purchase, or achieve a specific financial goal, our experienced advisors will work with you to create a personalized financial plan tailored to your unique needs and circumstances.
Our Philosophy
At Capstone Accountancy, we believe that successful businesses are built on strong financial foundations. That's why we take the time to understand your unique goals and objectives, providing you with the financial insights and information you need to make informed decisions about your business. We're committed to delivering exceptional service, building long-term relationships with our clients, and providing expert financial guidance to help you achieve your business goals.
What Our Clients Say
Our clients tell our story better than we can. Here's what a few of them have to say:
- "I am very happy with the services that Capstone Accountancy provides to our family business. We've been clients of Capstone for several years, and their services have been invaluable to our construction company. Not only are their services of great value, but their vast network of clients and relationships act as a resource to our business." - Mauricio Pasos, President, Serve All Contracting Inc.
- "The staff at Capstone has been incredibly helpful and attentive. They go beyond what I would expect from a bookkeeping and CPA firm. I would credit them as being an extension of our business, and they're always there to bounce ideas off of." - Steve LaMothe, CEO, Elevate Realty Group
- "The team at Capstone Accountancy is just really fantastic all around. From first response to follow-up, they've proven to be a company with integrity and are always available to answer questions as they come up. I'm so glad I found them in 2015. I have nothing but great things to say about Capstone Accountancy." - Ronny Kagstrom, President & CEO, KMM Services Inc.
Join the Capstone Accountancy Family
At Capstone Accountancy, we're committed to helping businesses like yours succeed. If you're looking for a trusted partner to help you achieve your financial goals, we invite you to join the Capstone Accountancy family. With our expertise in accounting, tax planning, and wealth management, we're confident that we can help you achieve your business goals.
Client Satisfaction and Praise
- Many reviewers have been working with Capstone CPA for 10+ years and have high praise for their services, including tax preparation, employee 401ks, personal investment strategy, and payroll management.
- Reviewers appreciate the team's professionalism, knowledge, and timely responses.
- They value the personalized service and trust the team to handle their tax needs.
Positive Experiences
- Reviewers have had positive experiences with the team, citing their ability to provide sound advice, navigate complex tax and accounting issues, and offer suggestions for saving taxes.
- Some reviewers appreciate the team's willingness to go above and beyond, providing exceptional service and support.
Areas for Improvement
- One reviewer had a negative experience, citing poor service and billing issues after the company scaled up.
- Another reviewer had trouble getting in touch with the team initially, but was satisfied with the service once they connected.
Comparison to Other Firms
- One reviewer compared Capstone CPA favorably to other firms in town, citing their unique ability to provide personalized service and care for their clients.
Be the first to review Diamond Financial Solutions.
Write a Review
