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Home / Tax Planning & Accounting

For owners of $2M–$50M companies

Books you can trust, and a tax plan before the year ends.

Outsourced accounting and tax planning is a single team handling a company’s monthly bookkeeping, financial reporting, year-round tax planning and tax filings, for both the business and its owner. For a company doing $2M to $50M a year, it replaces the usual mix of a part-time bookkeeper and a preparer you hear from once a year.

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Is this you?

Signs it’s time.

If two or more of these sound familiar, this is likely where you’ll be matched.

  • Your bookkeeper is part-time, a relative, or you.
  • You learn what you owe in April, when it’s too late to change it.
  • Getting a clean P&L for last month takes more than one ask.
  • Your CPA files the return but never calls with ideas.
  • Business and personal taxes are handled by people who don’t talk to each other.
What changes

You stop finding out about your tax bill after it’s too late to lower it.

  • Last month’s numbers are closed and in your inbox this month.
  • Tax planning happens during the year, while there’s still time to act on it.
  • One team sees the business return and your personal return together.
  • Your documents live in one place instead of across email threads.

What’s typically included

  • Monthly bookkeeping and account reconciliation
  • Monthly financial statements
  • Quarterly tax projections and estimated payments
  • Federal and state business tax returns
  • Owner and personal tax returns
  • Document management
Questions owners ask

Tax Planning & Accounting, answered.

When does a business outgrow its bookkeeper?

Usually somewhere past $2M in revenue, or sooner if the owner is paying meaningful income tax. The signs are a surprise tax bill, monthly numbers that arrive late or not at all, and no one looking ahead at the tax year. A bookkeeper records what happened; a growing company also needs someone planning what happens next.

What is the difference between tax preparation and tax planning?

Tax preparation reports last year’s results on a return after the year is over. Tax planning happens during the year and looks at decisions that change the result, such as entity structure, owner pay, retirement contributions and the timing of large purchases. Preparation records the bill; planning is where it can be reduced.

What does outsourced accounting include?

Typically a monthly close, financial statements with a written narrative, quarterly review calls, an annual tax projection with safe-harbor analysis, business and personal returns, and payroll and sales tax coordination. The exact scope is set after the first call, based on how your books are kept today.

Does Crowne Point audit or review financial statements?

No. Advice comes through a law firm with CPAs on staff, not a CPA firm, so it does not audit, review or compile financial statements. If a lender, investor or buyer requires audited or reviewed statements, an independent CPA firm issues them, and the team coordinates with that firm.

More answers for business owners

Other ways we help

Not quite the right fit?

IIFractional CFOForecasts, cash management and lender-ready numbers, on retainer.IIIFractional General CounselAn outside legal department that knows your contracts.IVCapital Raising & Going PublicSPVs and Reg D private placements, Reg A offerings, and the path to a listing.VSale & Exit PlanningStructure the sale before the term sheet, while the options are open.VITrusts & Charitable PlanningLayered trusts and charitable structures for owners thinking past the deal.
Next step

Bring us the decision in front of you.

A one-minute application, then a few questions about your structure, books and advisors. The first call opens with a plan instead of an interview.

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