WHO YOU ARE
You are an owner who values independence, integrity, and consistency.
You likely started the business because you had a bad experience working for someone else, noticed an unmet opportunity in the marketplace, or simply wanted more control over your time and schedule.
You take pride in the company accomplishments but don't pursue growth at all costs.
You are concerned with bottom line profit and view money as a symbol of freedom.
You attend industry conferences and stay current on trends happening in your profession.
Whether technically in your family tree or not, you treat all team members like family.
You're looking for a trustworthy CPA who has your best interest in mind. One person who can advise you on business and personal financial matters and maintain the highest level of confidentiality. You don't want your business stuck in the past, and you want to work with someone who embraces technology and enjoys learning new trends.
we're your answer
SV CPA Services originally began in 2014 as Statera Vitae LLC, meaning "balance of life." We wanted small business owners to find optimal work-life integration, freeing them to focus on things that matter. Originally, we only intended to provide bookkeeping support to busy owners. But our clients were asking for more. We offer an easy, one-stop solution.
We are intentional and mindful of every piece of advice delivered to a client.
When you hire us for your accounting, business consulting, and tax needs, we want you to have peace of mind.
We instill in you a newfound confidence to attain crucial goals.
Unlike some of our competitors, we work exclusively in the cloud.
We understand the accounting and financial side of business may be confusing to new business owners, so we take complex financial transactions and simplify them.
how we ADD value
- Organize your financial life
- Simplify the complex
- Leverage technology
- Integrate your business and personal goals
- Suggest productivity enhancements
- Help you improve the bottom line
Accounting & Bookkeeping - oversight of your company's accounting function (CFO-style)
Business Consulting - guidance on time management and applications that will automate redundant tasks, saving you time and money
Tax Compliance - U.S. federal and state business and individual income tax filings
- Financial Planning - craft a personal plan through WorthyNest, a fee-only financial planning and investment advisory firm also run by Deb Meyer.