Mana Accounting & Advisory
Mana Accounting & Advisory

Mana Accounting & Advisory

$125/hour
estimated price


It’s free, with no obligation to book

Introduction
*We are an ALL VIRTUAL CPA firm. We ask that you please only contact us if you are looking for virtual, outsourced accounting services.* As a Certified Public Accountant and founder of Mana Accounting & Advisory, I am dedicated to the mission of empowering businesses through financial data. Our foremost goal is to foster the growth and success of businesses through tailored financial solutions. At Mana Accounting & Advisory, we cater to a diverse clientele all across the United States, including law firms, startups, content creators, and small businesses, addressing their accounting, bookkeeping, and advisory needs. We are specialists certified in Zoho Books, and work daily in Zoho Books, Zoho Expense, Zoho Analytics, and Zoho Inventory. We are also Quickbooks Certified ProAdvisors. SERVICES: -“Catch-up” accounting assistance - get your books your up-to-date and tax-ready -Bookkeeping and Accounting, offered as an ongoing monthly service -Setup and configuration of Zoho Books or QuickBooks, and Chart of Account structuring -Controller and Advisory Services, including cash flow forecasting, budgeting, and KPI tracking -Process building and process improvement tailored to individual business needs -Payroll setup and processing -Tax preparation and strategic tax planning assistance for monthly accounting and bookkeeping clients ABOUT US: ​Here at Mana, we serve as the comprehensive accounting, bookkeeping, and tax department for small businesses. Our integrated services offer a cost-effective solution for those seeking to outsource their financial management, providing the advantages of an in-house accounting team at a fraction of the cost. As certified experts in both Zoho Books and QuickBooks, we bring specialized knowledge to further enhance our service offerings, ensuring that your financial management is efficient and effective. We understand that hiring an accountant can be a significant expense for small business owners aiming to grow. Our outsourced accounting / fractional CFO model offers an ideal solution, delivering all the benefits of a dedicated accounting department more affordably. Our holistic approach to managing your bookkeeping, accounting, and tax obligations allows us to gain a deep understanding of your business and objectives. This insight enables us to assist with tax planning and implement cost-saving strategies to foster your company's growth. In addition, we are a tech-froward firm, and believe technological integration and automation should be a core part of the accounting framework. At Mana Accounting & Advisory, our commitment transcends mere financial management; we aspire to catalyze business ascent by providing accurate financial insights and growth-oriented advisory, empowering decision-makers to navigate with confidence and clarity. If you seek to discover the potential of finance to propel your business to new heights, we invite you to get in touch today!
Overview

Hired 36 times

1 similar job done near you

Background checked

License verified

3 employees

5 years in business

Payment methods

This pro accepts payments via Credit card.

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Top Pro status

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2022

Featured Projects

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Reviews

Customers rated this pro highly for responsiveness, work quality, and professionalism.

Exceptional 5.0

24 reviews

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Eric R.
May 22, 2021
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Hired on Thumbtack

Hired on Thumbtack

Josh did a great job with our taxes on short notice. We are a two income household with 1099’s, W2’s, stock accounts and rental property. He was able to navigate everything with no problem. We also appreciate the responsiveness to questions and quick turnaround on work product.
Individual Tax Preparation
pro avatar
Joshua K.
Nov 9, 2020
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Hired on Thumbtack

Hired on Thumbtack

I am a self-employed contractor and I was looking for someone to calculate my quarterly taxes and eventually file 2020 taxes. Joshua was very responsive, professional, and detail-oriented while working on the calculation. He was easy to communicate with and made sure that every detail was accounted for ;). I am looking forward to working with him again when I need to file my 2020 taxes, which is not something I thought I would say!
Accounting
pro avatar
Sheryl B.
Oct 11, 2020
Josh prepared my taxes very quickly and accurately. I truly appreciate him and his hard work. Very rare to find someone who's so people orientated and friendly. I have 100% confidence in my tax accountant. I am very pleased with my service and will return.
pro avatar
Garrett H.
May 17, 2022
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Hired on Thumbtack

Hired on Thumbtack

I become a freelancer earlier this year so I reached out to Josh for some tax tips. He answered all my questions and provided great guidance. I will use him for future tax needs.
Individual Tax Preparation
pro avatar
Courtney P.
May 13, 2022
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Hired on Thumbtack

Hired on Thumbtack

We have always prepared our own taxes, but the year we bought a home we asked for help from CAS, and we are definitely glad we did. Made the process much easier, patiently answered our questions, and all even though we started pretty late. Online communication was smooth and we received our refund quickly.
Individual Tax Preparation
Credentials
License

License Type: CPA - Certified Public Accountant (PA)

License verified on 1/1/2024

Background Check

Joshua Chapel

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