Premium Accounting, Bookkeeping, and Fractional CFO Services
At Reich CPA, we partner with business owners who want more than a standard accountant. We believe your financial strategy should be proactive, forward-thinking, and tailored to your vision.
By working with our team, you gain reliable insights and financial confidence, so you can focus on what you love—building your passion—while we handle the numbers and operations.
Explore Our Services
Reich CPA provides experiences that goes beyond traditional bookkeeping and accounting services. Our approach combines accurate financial reporting with forward-looking strategy, giving you the confidence to make smarter decisions
For businesses that need reliable financial structure and accurate reporting.
Includes:
Basic bookkeeping services
Financial statements (Profit & Loss, Balance Sheet, Cash Flow)
Cash account reconciliations
Year-end tax-ready financials
Email support and monthly check-ins
Best for: Early-stage or steady businesses that need accurate books and dependable reporting.
For businesses ready for proactive planning and clearer financial visibility.
Includes everything in Tier 1, plus:
Bi-weekly financial review meetings
Payroll coordination and basic compliance support
AP & AR management
Project worksheets, WIP, and KPI deliverables
Cash flow forecasting
Best for: Growing business that want insight, not just reports.
Our Most Popular Service Package!
For established businesses wanting high-level strategy and financial leadership.
Includes everything in Tier 2, plus:
Ongoing fractional CFO partnership
Strategic planning and budgeting leadership
Back-office management
Lender/investor reporting and strategic support
Board-level financial guidance
Best for: Scaling businesses making major financial decisions and needing executive-level support, without hiring a full-time CFO.
Our Approach & Team
Partnering with Reich CPA means we don’t just close your books — we anticipate opportunities, forecast scenarios, and translate complex financials into clear, actionable plans that move your business forward.
We are more than accountants — we are your business partners, advisors, and problem-solvers. We take a white-glove approach to every client relationship, blending precise financial expertise with forward-thinking strategy. Our goals are simple: give you clarity, confidence, and freedom to focus on your passion.
White‑glove service, in plain terms:
Dedicated advisor: a single point of contact who knows your business and acts like an extension of your team.
Timely, clear communication: no accounting jargon; just concise updates and next steps when you need them.
Customized solutions: strategies shaped around your goals — scaling, cash-flow optimization, and owner compensation.
As the owners of Reich CPA, we manage the firm ourselves, which means no layers between you and your advisors. Jonathan Reich, CPA, leads with accounting and advisory expertise, while Jacob Roy ensures your systems and financials are clear and actionable. Together, we deliver personalized, strategic service that gives you confidence and clarity.
The Process
Reach out to schedule a free consultation so we can learn about your business, goals, and financial challenges to understand exactly how we can help.
Step 1
Discovery
We put systems, reporting, and processes in place while keeping your financials accurate and up to date.
Step 3
Implementation
Our team will design a tailored accounting and advisory plan that aligns with your objectives and growth vision.
Step 2
Strategy
Reich CPA will provide ongoing support, proactive guidance, and insights so you can make confident, strategic decisions.
Step 4
Partnership
Contact Us
Ready to focus on your passion while gaining clear control of your financial insights? Let’s build the clarity and confidence you need to move forward!