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Books Balanced
Taxes Filed
Peace of Mind Delivered

At Capital Advisors, we are a boutique team of Certified Public Accountants and Bookkeepers dedicated to streamlining your financial workflows so you stay on track, informed, and empowered.

Personalized Service. Real Results.

 

​We deliver tailored accounting solutions. We support a wide array of industries, including non-profits, retail, construction, property management, trade/service, legal practices, medical offices, restaurants, startups, government consulting, e-commerce, IT, and manufacturing.

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Core Services Snapshot

RECONCILIATION

Bank, credit card, loan, and investment accounts balanced to the penny

CATCH-UP

Clean up the books and get back on track

REPORTING

Timely, accurate reports when you need them

SCHEDULE

Reliable entries and scheduling

TAX FILINGS

1099s, personal & corporate taxes with expert oversight

DATA ENTRY

Banking, A/R, A/P, investments, and more handled accurately

"This team works together and helps with every facet of running a business. My reconciliations are perfect to the penny. If I have a question about anything business related, I always start with Heather and her team."

PeterMills

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