OUR SERVICES
Services for Business
Comprehensive financial solutions that free you up to focus on what drives your business forward.
Running a business is demanding enough without the added complexity of navigating tax regulations, compliance requirements, and financial management. The Purple Group's comprehensive business services are designed to lift this burden from your shoulders, allowing you to focus on what makes your business extraordinary.
With us as your trusted partner, you'll have expert guidance available year-round, ensuring your financial strategy supports your growth every step of the way.
Tax Preparation and Strategy
Comprehensive tax preparation and strategy services that minimize liabilities and maximize deductions. We handle federal, state, and local tax compliance while providing year-round strategic planning, entity structure analysis, and seamless coordination with your other advisors.
Key offerings include:
Federal, state, and local business tax return preparation
Multi-state and nexus tax compliance
Strategic tax planning to reduce liabilities
Industry-specific tax deduction maximization
Integration with owners' personal financial goals
Managed Accounting Services
We take the complexity out of financial management with comprehensive accounting services designed to keep your books accurate, your reporting timely, and your operations running seamlessly. From transaction recording to bill pay and cash flow analysis, we handle it all.
Key offerings include:
Monthly, quarterly, or annual management reports
Custom KPI’s, forecasting, budgeting, and trend tracking
Transaction recording and reconciliation
Payroll processing coordination and compliance
Bill pay and cash flow monitoring
QuickBooks setup, cleanup, and training
Team coordination with your internal staff
Business Valuation Services
Understanding the true worth of your business is essential for informed decision-making. Our comprehensive business valuation services combine rigorous financial analysis with deep industry expertise to deliver accurate, defensible valuations you can trust.
Key offerings include:
Formal valuations for sale, merger, or acquisition
Succession and estate planning assessments
Partner buy-in or buyout evaluations
Compliance-driven appraisals for financial reporting
Analysis using income, market, and asset-based approaches
Services for Family Offices
Specialized CPA services for high-net-worth individuals that encompass comprehensive tax planning, wealth planning strategies, and family office advisory support. We take the burden of intricate financial management off your shoulders, allowing you to focus on growing your legacy.
Key offerings include:
Multi-jurisdiction tax compliance
Estate and gift tax strategy to preserve generational wealth
Philanthropic planning and charitable giving strategies
Family office financial operations and bookkeeping
Coordination with investment advisors, attorneys, and trustees
Fractional COO & Project Management
Built specifically for the unique needs of CPA firms, our Fractional COO & Project Management services streamline workflows, improve efficiency in operations, and drive meaningful financial results. With a hands-on approach and decades of operational experience, we’ll help you cultivate highly efficient, forward-thinking processes that position your firm for sustained growth.
Key offerings include:
Evaluation and improvement of workflow processes
Implementation of new software, automations, and AI-powered efficiencies
Development & optimization of reporting processes and KPIs
Employee training and development plans
Want to talk more or get started? Contact us or book a free consultation. We'll discuss your needs, determine the best services for your business, and craft a solution plan that accelerates your success.