Our business plan is simple, we want to develop our relationship with you for the long-term. The sole practitioner and knowledge base of ExactCPA is me Krishna L. Woods. You're in good hands, I hold a Bachelor of Business Administration in Accountancy from Notre Dame University, and a Master's of Accountancy, Concentration: Taxation from Notre Dame University. My 16 year career in accounting was founded on Big4 standards (Arthur Andersen) in Chicago, and I recently had a 6 year tenure working for Rockefeller & Co. (the standard bearer in the High Net Worth / Family Office space) in serving the accounting needs of High Net Worth clients. Yes I am a licensed Certified Public Accountant.
After having 2 children and striving for the work/life balance the appeal of creating my own firm got the best of me and that's how ExactCPA was formed. My goal is to bring to everyone the highest level of accounting client service, nothing less than the Rockefeller standard.
My husband Lance, spearheads our business development initiatives. There is no staff which assures you personalized service from me. We have no secretary and we don't have any pretentious offices, cars, or lifestyles. As a result, this allows us to keep our overhead extremely low but most importantly for you this allows us to invest in premier accounting "tools" (to serve you). These "tools" are for example Drake Tax processing software and a robust suite of CCH & Bloomberg BNA research & tax planning software. Productive and powerful software tools allow a well knowledged CPA to apply their skill in total effort to minimize your tax obligation and maximize your benefits - per your circumstances. Hence our tax preparation and filing service is best appreciated viewed through the lens of 'value' as we offer simply the best tools, talent, and client service.
If you visit our website with regularity you'll learn we publish more news & information on tax regulations, tax planning & strategies, (along with accounting solutions) for individuals and small business than anyone - anywhere. We are strong advocates of Tax, Accounting, & Investment "Literacy" and that's reflected in our committment to offer everyone a single place to learn. Our search engine is a great tool, explore it with topics of interest to you!
It is precisely this, our knowledge base, that brings you tremendous value and keeps you ahead of the curve (in smart tax planning).
After having 2 children and striving for the work/life balance the appeal of creating my own firm got the best of me and that's how ExactCPA was formed. My goal is to bring to everyone the highest level of accounting client service, nothing less than the Rockefeller standard.
My husband Lance, spearheads our business development initiatives. There is no staff which assures you personalized service from me. We have no secretary and we don't have any pretentious offices, cars, or lifestyles. As a result, this allows us to keep our overhead extremely low but most importantly for you this allows us to invest in premier accounting "tools" (to serve you). These "tools" are for example Drake Tax processing software and a robust suite of CCH & Bloomberg BNA research & tax planning software. Productive and powerful software tools allow a well knowledged CPA to apply their skill in total effort to minimize your tax obligation and maximize your benefits - per your circumstances. Hence our tax preparation and filing service is best appreciated viewed through the lens of 'value' as we offer simply the best tools, talent, and client service.
If you visit our website with regularity you'll learn we publish more news & information on tax regulations, tax planning & strategies, (along with accounting solutions) for individuals and small business than anyone - anywhere. We are strong advocates of Tax, Accounting, & Investment "Literacy" and that's reflected in our committment to offer everyone a single place to learn. Our search engine is a great tool, explore it with topics of interest to you!
It is precisely this, our knowledge base, that brings you tremendous value and keeps you ahead of the curve (in smart tax planning).
I have spent much of my career serving financial "insiders" (i.e., high net worth individuals and family offices) and understand the value of being ahead of the curve on what's coming down the pipeline in law and regulation. I believe that all of my clients should be "insiders", and enjoy the same advantages in advice and counsel that comes with being ahead of the curve.
We are not a “full service” firm, as many others claim to be. We specialize in two areas:
-(1) Tax compliance, planning, and related matters for individuals & business
-(2) Accounting solutions for individuals & business, mindful of busy lives and mobile world.
That’s what we do and we do it well. We prefer to concentrate our services in just these 2 areas in order to provide the highest quality service.
WE PROVIDE VALUE AND SUPERIOR SERVICE.
VALUE
-We are able to charge reasonable rates because we keep our overhead so low.
- We listen to our clients, then provide them with the level of service that best suits their needs. A recurring comment that we hear from new clients is: ”We’re a small business, but our previous accountant treated us like we were a Fortune 500 company”.
-We ask questions. We dig for tax deductions. We don’t just fill out forms. Anyone can do that. We apply our education, experience, and knowledge to legally maximize your deductions while minimizing red flags.
-We ask business questions. We try to get to know the business of our clients so that we can provide them with valuable informed opinions.
SUPERIOR SERVICE
-You will always deal with me, Krishna. I will do all of your work from start to finish. Your work will be done by someone with years of experience, who will be in touch with everything involved. In this way we can build an informed, knowledgeable, one on one working relationship with our clients.
-We are usually available, and we promptly return phone calls. We don’t have a secretary. But we do provide our cell phone numbers and encourage our clients to use them. You will also usually find us in the office on weekends and after 5 pm. We are not a strict 9-5 office.
-You will not get lost in the shuffle. Because we do not have staff accountants, and we do all of your work, we can only provide services to a limited number of clients. We don’t run our firm like a factory. We get to know our clients. We do our best to keep them happy.
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