Cash clarity for owners

CPA Web Books LLC

Cash clarity for owners.

We help dog trainers, groomers, daycares, insurance agencies, chiropractors, and other service-business owners keep clean books, plan and prepare taxes, and manage cash with a Profit First rhythm.

Dog-care business owner reviewing cash flow and bookkeeping
BookkeepingUseful, current, low-cost records
TaxPlanning, preparation, and filing
CashProfit First allocation habits
AdviceForecasting for owner decisions
Organized financial planning materials for service businesses

Why it works

We build operating rhythm into accounting.

The best accounting work is not a yearly scramble. It is a repeatable system for gathering information, reviewing what changed, and deciding what the owner should do next.

We turn books into decisions

Your reports should explain payroll, tax savings, owner pay, pricing, and cash timing.

We build repeatable workflows

The same operational discipline behind Firm App shows up in client work: staged information, review, and clear next steps.

We specialize in service owners

Especially pet-service firms, insurance agencies, chiropractic offices, and owner-led service businesses.

Profit First

Profit First gives cash a job.

Profit First protects profit, taxes, and owner pay before the rest of the money is spent. Then it teaches owners to run the business from what is left, instead of treating profit as whatever happens to remain at the end.

Explore Profit First

Model the business

A practical step toward knowing where your money is going before it disappears.

Create dedicated cash accounts

A practical step toward knowing where your money is going before it disappears.

Allocate income weekly

A practical step toward knowing where your money is going before it disappears.

Review, adjust, and take profit

A practical step toward knowing where your money is going before it disappears.

Simple pricing

Monthly packages. Clear scope.

Useful monthly bookkeeping, business and personal tax preparation, and Profit First support are packaged together.

Tier 1

Starting at $350 / month

For businesses with less than $150k annual revenue.

Tier 2

Starting at $450 / month

For businesses with $150k to $300k annual revenue.

Tier 3

1.6% of projected revenue

For businesses with over $300k annual revenue.

Values

Small firm attention. Strong systems.

CPA Web Books was built for owners who want a partner, not just a once-a-year report.

Clear communication

Quick answers, regular touchpoints, and plain-English guidance when numbers need a decision.

Reliable systems

Paperless workflows, review steps, and repeatable monthly rhythms keep the work moving.

Connected advice

Bookkeeping, tax, payroll, and cash planning are handled as one financial operating system.

Owner focus

We help owners understand what the numbers mean for pay, profit, taxes, and the next move.

Client words

Owners trust the process.

Read More

"I trust Kevin to do my personal and business taxes. He is knowledgeable and thorough."

Bill Van Wormer

"Mr. Simpson helped me completely automate my business accounting on the cloud. Everything is now at my fingertips and at his fingertips on my behalf."

Matt Miklovic, Owner

"I've loved working with Kevin because of his high degree of integrity and attention to detail. I'm grateful for his professional service and have never considered switching to another CPA."

Mark Priestap

Let's talk

Ready for cleaner books and calmer cash flow?

Your first consultation is free. We will talk through your current setup, your pressure points, and whether CPA Web Books is the right fit.

  • Useful, current bookkeeping
  • Business and personal tax preparation
  • Profit First cash rhythm
  • Forecasting and owner-level guidance