CPA Services for Licensed, Regulated, and Bond-Required Businesses

SERVICES OFFERED

From your first license application to your next contract bid — Prep Tax Smart delivers the accounting, tax, and assurance services your business depends on.

Our Services

Fractional CFO & Controller
When your business outgrows basic bookkeeping but isn't ready for a full-time finance executive, a Fractional CFO fills the gap.
Includes:
- Cash flow forecasting and management
- Budgeting and financial modeling
- KPI dashboards and management reporting
- Capital raise preparation and lender support
- Strategic advisory and business planning
Fractional CFO & Controller
Tax Strategy & Compliance
Tax preparation is the minimum. Tax strategy is the advantage.
We work with you year-round — not just at filing season — to identify savings opportunities, structure your business correctly, and make sure you're never caught off guard by a tax bill.

Includes:
- Annual business and personal tax return preparation
- Proactive tax planning and strategy sessions
- Entity structure analysis (S-Corp, LLC, sole proprietor)
- Estimated quarterly tax calculations
- IRS and state notice response
Tax Strategy & Compliance
Bookkeeping & Accounting
Reliable books are the foundation of every financial decision you make — and every financial statement a lender or bonding agent will review.
- Monthly bookkeeping and bank reconciliation
- Financial statement preparation
- QuickBooks setup, cleanup, and management
- Accounts payable and receivable support
- Payroll coordination
Bookkeeping & Accounting
CPA-Issued Financial Statements (Assurance)

Some lenders, surety companies, and licensing boards require financial statements issued by a licensed CPA. We provide:
Compilation Reports
A CPA-issued compilation presents your financial data in standard format without expressing assurance. Required by many bonding agents and contractor licensing applications.
Review Engagements
A review provides limited assurance that financial statements are free of material misstatement — a step above a compilation, and often required for larger bonds or financing.
Agreed-Upon Procedures (AUP)
When a specific stakeholder needs targeted verification — a lender, investor, or regulatory body — we perform defined procedures and report factual findings.
All assurance services are performed in accordance with AICPA standards by Kateryna Dymedenko, CPA, licensed by the California Board of Accountancy.

Assurance Services