We handle the finances so you can handle your business.

IT’S LIKE HAVING YOUR

OWN PERSONAL CFO

We know how hard it is to start a business from nothing. We started as a sole proprietorship ourselves. Capstone Accountancy was founded in 2009 with the guiding purpose to help businesses large and small grow and prosper.

We believe that successful businesses are built on accounting information, informed by tax strategies, and guided by financial planning.

Our approach is holistic so we can assist you in creating a comprehensive strategy for your unique circumstances.

Kevin Wright

President

HELPING YOUR BUSINESS SUCCEED

Accounting Services

If you don’t know your numbers. You don’t know your business. We are your New Accounting Department. We perform all the functions needed to keep your business running and provide you the information needed to make strategic choices.

Tax Services

The Internal Revenue Code is extremely complex. This is why we hire expert CPAs and EAs to help you navigate its complexities. Our Tax Services don’t end on the 15th. We believe great tax planning is an active year-round service.

Wealth Management*

Your financial goals are our financial goals. We assist you in aligning your financial resources with your priorities. Where do you want to go financially? Our advisors will help you get there.

*Check the background of Ameritas Investment Company, LLC (AIC) or this investment professional in FINRA’s BrokerCheck

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