Our Approach
Ben Lagow, managing member of Lagow CPA, embarked on an entrepreneurial journey a decade ago by taking ownership in a small CPA firm. Working with business and individual clients over the years, he began to identify a significant gap in the accounting industry.
Traditional accounting services primarily focus on record-keeping, compliance, and tax preparation. While these aspects are undoubtedly crucial, he saw that there was room for a more proactive and strategic approach to accounting, one that would redefine the way businesses approach their financial management.
At Lagow CPA we understand that accounting shouldn't just be about crunching numbers and meeting regulatory requirements; it should be a strategic tool for achieving success and strategizing for the future.
With the goal of tracking and improving key areas to our clients’ financial picture: revenue, profit margins, net profit, cash flow, financial solvency, liquidity, tax savings and tax management, we organized our services as follows:
CFO Services
As a CFO (Chief Financial Officer) or financial advisor, Lagow CPA plays a pivotal role in helping clients navigate the complex financial landscape to ensure their businesses thrive.
Strategizing is one of the core strengths. We recognize that every financial decision has a ripple effect throughout an organization. Whether it's budgeting, investment planning, or risk management, we approach each task with a clear strategic vision.
We take the time to understand our client's long-term goals and tailor financial strategies that align with their objectives. This approach ensures that our clients don't just survive but thrive in a highly competitive business environment.
Accounting Services
One of our firm’s primary responsibilities is to help his clients maintain a robust financial foundation. We ensure that their financial records are accurate, up-to-date, and compliant with relevant regulations. By doing so, we not only help them avoid legal troubles but also create a solid platform for making data-driven decisions. With clean and organized financial data, clients can analyze their performance, track their progress, and identify areas for improvement.
Tax Planning
We help clients identify cost-saving opportunities by analyzing a number of areas related to tax: business entity structure and optimization, deduction strategies, retirement options, and reviewing new changes in tax law. We also manage taxes by estimating quarterly taxes so there are no surprises at tax time. Finally, we prepare tax returns with a focus on tax efficiency, and based on the tax savings strategies we previously implemented.
If you are interested in learning more, set an appointment or give us a call.