01 / Strategy

Tax Strategy & Planning

A proactive approach to capital preservation. We analyze your corporate structure and operational cycles to identify opportunities for reducing tax exposure while remaining strictly aligned with current regulatory framework parameters.

Key Focus Areas

• Maximization of tax credits and eligible deductions
• Entity comparison and optimal operational structuring
• Revenue receipt timing optimization for small businesses
• Strategic multi-year tax expense reduction

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Hands working on financial data analysis with charts and graphs

02 / Bookkeeping

Bookkeeping & Statements

A meticulous record is the cornerstone of business stability. We maintain an immaculate audit trail, reconcile institutional accounts, and deliver reporting structures that offer clear, immediate utility for day-to-day decision making.

Key Focus Areas

• Routine ledger maintenance and account reconciliation
• P&L statements, balance sheets, and cash flow reports
• Systematic audit-ready document filing and maintenance
• Regulatory compliance and continuous accuracy reviews

03 / Advisory

Fractional CFO Services

For enterprises requiring deeper financial guidance without the commitment of a full-time executive placement. We bridge the gap between high-level operational goals and day-to-day balance sheets, providing strategic growth frameworks.

Key Focus Areas

• Advanced forecasting, modeling, and cash planning
• Internal control analysis and structure validation
• Advanced strategic tax strategy implementation
• A/P and A/R aging analysis and working capital optimization

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A Message on Service

As a veteran-owned CPA firm, we honor dedication.

In recognition of commitment to service, Custom Accounting Solutions offers a 10% discount to all veterans of the armed services.

Request My Financial Review

Initiate Your Assessment

Submit your contact details and a summary of your requirements below. George Wood, CPA, will personally evaluate your information before arranging a preliminary call.

Direct requests can also be forwarded to georgewood@casoregon.com.