We are a subscription-based firm. We use this business model because we don’t sell time or tax returns. Small businesses need actionable solutions and answers that aren't reliant on time, so we remove time from all engagements and focus on solutions.
We work exclusively with entrepreneurs and small business owners within a monthly accounting subscription framework that focuses on business knowledge, actionable strategy, and useful information.
Who we aren't
We are not the place where you bring a shoebox filled with a year's worth of paper in order to prepare your tax return.
We donot provide tax-only engagements to businesses or individuals.
We do not provide payroll processing services.
We donot provide compiled, reviewed, or audited financial statements.
What We Offer
Timely and Actionable Data: Small businesses need timely and actionable data to make decisions, but that data needs to be easily understood and consistently provided. From start-ups to well-established businesses, we provide data designed to highlight trends (both positive and negative) and then work with the small business owner to maintain the positive momentum and redirect negative momentum.
Timely Follow-Up: Your subscription engagement guarantees access to anyone in our firm who can assist with your work. You will have access to all our collective expertise; you will, however, be assigned to one primary team member as a point of contact for your accounting work so that one person is responsible for answering your questions in a timely manner.
A Primary Focus on the Health of your Business: Taxes are a part of running any business, but we do not start with a focus on taxes. We want your company to be healthy so that it operates at its optimal level for you and your employees. Without healthy finances, you won't have a business for very long.
Tiered Subscription Pricing: Some businesses want us to be deeply involved in all aspects of their accounting; some don't have the budget for that level of involvement. Our 3-option tiered subscription pricing allows you to choose the option that fits both your perception of our value as well as your budget for what we offer.
We exclusively use QuickBooks Online to keep up with your transaction activity as it happens. We strongly believe that accounting should take place every single day, not just at the end of the month.
Financial statements should be used for more than tax preparation. We prepare financial statements to ensure your understanding of your business's health.
In our higher-level engagements, we enjoy digging deeply into metrics and helping our customers forecast potential scenarios. We also employ custom dashboards to provide an even deeper analysis of trends.
If your business could use some back-office support, we can build an engagement to provide controllership and fractional CFO solutions.
As part of our controllership and fractional CFO services, we can assist with Accounts Receivable functions as well.
Tax Advisory and Preparation
We offer tax advisory, planning, and preparation as part of every business engagement. We use your monthly financials to constantly offer tax planning solutions, and we also prepare your year-end business and individual tax returns.
Where applicable, we also offer sales tax solutions as well.
Small Business Consulting
We offer consulting solutions for professional service businesses at each of these phases: start-ups, growing businesses, and mature businesses considering a sale. We feel that a CPA firm is well-positioned to focus on the operational as well as the financial issues important to businesses at all three of these stages.
A consulting solution designed for the new lifestyle business start-up. No one ever starts a business knowing everything, so we built a consulting solution to provide new owners with important pre-revenue information such as entity choice, compensation structure, entrepreneurship pitfalls, tax implications, and how to set up an accounting system.
A consulting solution designed for businesses that are ready to enter the exciting growth phase of their life cycle. Growth without a plan is worse than no growth at all, and our solution is designed to build a blueprint for purposeful growth using goal-setting dashboards, KPIs, employee interviews, assessing risk management, and profit-building exercises.
A consulting solution designed for business owners considering their exit strategy. Exiting a small business isn't as easy as just handing someone else your keys. We walk our business owners through the implications of selling or closing their doors. Many of the primary considerations are financial in nature, but our unique consulting solution covers those as well as non-financial considerations.
What People Say
Decisions that impact profit
"Working with and learning from Godwin & Associates has allowed me to make strategic decisions for my small business that have dramatically impacted the profitability of my company. Before working with Jon, I ran my business reactively, constantly pivoting to chase revenue. Jon and team have taught me the value of understanding monthly financial reporting and making decisions that impact profits not just my revenue. Godwin & Associates has taken the time to understand my business, goals, and priorities so much so that their reporting has become a north star in the growth of my company. I'm grateful and profitable thanks to Godwin & Associates."
"Hiring Godwin & Associates has been – by far – the best investment I've made in my business. I had spent months searching for an accountant that felt more like a financial partner and less like a basic tax advisor and had almost abandoned my search when I was referred to Jon and Meghan. Within one phone call, I knew I had finally found the right firm. I've been working with Godwin for several years now, and they continue to impress me with their quick responses, proactive approach, and above-and-beyond services (like helping me navigate moving my business across the country). Occasionally, they will even send me a book that offers insights on a topic we've been discussing. To anyone considering Godwin as your CPA, it's a no-brainer. They are the best."
"I have been a client of Godwin & Associates for nearly 10 years. They've grown from balancing our books, to tax planning and they are now an invaluable part of our team.
Jon has excellent attention to detail, is incredibly responsive and most importantly, he has a high-level business acumen that not only affords him the ability to create complex financial reports, but also translate them into tangible advice for his clients. Jon is included in all major business planning discussions for our company.
His team is wonderful. They're helpful, kind and have great attention to detail. It would be a disservice to call them "only' an accounting firm. They're a holistic, strategic business solution."
"For years I tried to handle the accounting side of my business myself. I would pull together what information I thought was relevant for tax time and cross my fingers that I'd done it correctly. When someone highly recommended Jon I thought I'd give it a try to see how that might help my business. I wish I had done it so much sooner. I immediately felt at ease during my first conversation with Jon. He was genuinely interested in my business. He wanted to hear about how things had been going and what I wanted for the future. I never thought that I would look forward to receiving emails about accounting but each month I can't wait to read the comments on my management report that is prepared by Jon and Amanda. Now when another business owner asks me about my accountant I can't tell them enough about Jon and his team. It has truly been a turning point in my business."