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.
HELPING YOUR BUSINESS SUCCEED
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.
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.
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
Our clients tell our story, even better than we can
I am very happy with the services that Capstone Accountancy provides to our family business. We have been clients of Capstone for several years dating back to 2007. With owning and operating a construction company, we look to Capstone for strategic planning and long-term solutions. Not only are their services of value, but Capstone’s vast network of clients and relationships act as a resource to our business. They simply connect us to the right people for our business needs. We are looking forward to growing our business with them for years to come.
Mauricio Pasos President, Serve All Contracting Inc.
Kevin, Shelly, Thomas, Spencer and the rest of the Capstone Accountancy office are just really fantastic all around. Everything from first response, competence, communication, scheduling, consulting and follow up is stellar. They have proven to me to be a company with integrity and are always available to answer questions as they come up. I am so glad I found them back in 2015. I have nothing but great things to say about Capstone Accountancy. From customer care, expertise to professionalism : it's all there. Why look elsewhere.
Ronny Kagstrom President & CEO, KMM Services 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 true team members, they are always there to bounce ideas off of. I appreciate Kevin and the team's willingness to proactively help when it comes to our planning of future projects, spending and hires. You will not be disappointed in hiring this company. They are a true customer first business.