Service-Based CPA - Insogna CPA

Accounting for
Service-Based Businesses

Whether you’re a solo consultant or running a growing service-based business,
managing clients, cash flow, and operations can be overwhelming.
Our team handles the financial side, so you can focus on what you do best,
delivering exceptional service.

Your Business Runs on Expertise— Your Accounting Should Too

Service businesses operate differently from eCommerce—and we get it. In fact, 40% of our daily accounting work is for service companies. But keeping up with your books isn’t just about staying organized—it’s about maximizing tax savings before year-end. Too many business owners miss out on proactive tax planning and tax mitigation strategies because their accountant is reactive. That’s where we’re different—we stay ahead so you save more.

Maximize Profitability
& Tax Savings

Know exactly when to adjust payroll, maximize retirement contributions, and claim every deduction available—so you keep more of what you earn.

Track Revenue
Accurately

Whether you bill hourly, by project, or on retainer, we ensure your revenue is recorded properly for better financial clarity and tax efficiency.

Stay Ahead with Proactive
Tax Planning

Our custom dashboards and AI-powered bookkeeping help you project tax liabilities early—no last-minute surprises.

Accounting for Service-Based Businesses

Whether you’re a solo consultant or running a growing service-based business, managing clients, cash flow, and operations can be overwhelming.

Our team handles the financial side, so you can focus on what you do best—delivering exceptional service.

Your Business Runs on Expertise— Your Accounting Should Too

Maximize Profitability & Tax Savings

Know exactly when to adjust payroll, maximize retirement contributions, and claim every deduction available—so you keep more of what you earn.

Track Revenue Accurately

Whether you bill hourly, by project, or on retainer, we ensure your revenue is recorded properly for better financial clarity and tax efficiency.

Stay Ahead with Proactive Tax Planning

Our custom dashboards and AI-powered bookkeeping help you project tax liabilities early—no last-minute surprises.

Many Service Businesses

If your business provides a professional service and you need expert accounting, we’re here to help.

How Our Daily Bookkeeping Keeps You Ahead

Accounting Built for Service Business Owners
Whether You’re Growing or Staying Lean

How Our Daily Bookkeeping Keeps You Ahead

Too many service business owners only hear from their CPA at tax time—when it’s too late to make impactful financial moves. That’s not how we work. Our team takes a proactive approach, ensuring your books, payroll, and tax strategy are optimized all year long—so you keep more of what you earn.

Frequently Asked Questions (FAQs)

💡
How is Insogna CPA different from a typical CPA firm?

✅
Unlike traditional CPAs who focus only on tax season, we provide year round support, real-time insights, and proactive tax planning—so you never have financial surprises.

💡
Do I need an accountant if I already use QuickBooks?

✅
QuickBooks helps organize your numbers, but it won’t optimize tax savings, forecast cash flow, or ensure accuracy. We handle all of that, so you don’t have to.

💡
How do I know if I’m maximizing deductions?

✅
We monitor deductions and tax strategies proactively, ensuring you’re not leaving money on the table—without risky, gray-area tax maneuvers.

Frequently Asked Questions (FAQs)

💡
How is Insogna CPA different from a typical CPA firm?

✅
Unlike traditional CPAs who focus only on tax season, we provide year round support, real-time insights, and proactive tax planning—so you never have financial surprises.

💡
Do I need an accountant if I already use QuickBooks?

✅
QuickBooks helps organize your numbers, but it won’t optimize tax savings, forecast cash flow, or ensure accuracy. We handle all of that, so you don’t have to.

💡
How do I know if I’m maximizing deductions?

✅
We monitor deductions and tax strategies proactively, ensuring you’re not leaving money on the table—without risky, gray-area tax maneuvers.

Our first year using Insogna CPA. They did an outstanding job. They were responsive, understanding, and proactive. Chase and his team have been very supportive, especially at this time, and helped us with our business transitions. They respond quickly and professionally. They assisted us with critical decisions and planning, working on our accounting, tax and payroll needs.. Update 2/28/2023 After several years now, Insogna CPA is consistently providing us with outstanding service for both business and person taxes and accounting.

The Insogna team has not only met but exceeded my expectations in every way possible. From the initial consultation to the final delivery of services, their professionalism, expertise, and dedication truly stood out. The Insogna team representatives not only met my expectations but continually exceeded them in every way. I would highly recommend your services to anyone in need of expert financial guidance and support. Insognas dedication to client satisfaction and exceptional level of service make them a valuable asset to any team.

I am a small business owner and have been overwhelmed with doing my own books and dealing with non communicative and untimely accountants. I have found Chase and have been very happy with his services. His tax returns are timely, he is fast to respond to your emails even outside of regular working hours. Just the other day he saw some trends in my business and asked to meet with me without my prompt. He dedicated an entire hour and gave us pertinent and actionable advice to make our business more efficient and profitable. If you are looking for a professional, timely and serious CPA look no more!

A CPA That Works as Hard as You Do