Founded in 1977, the Elements CPA team is united by our vision to see you financially strong, so you can focus on what truly matters in life. This vision powers our mission helping entrepreneurs design their business & finances to achieve a Clarified path, Tech-enabled finances, and Optimized tax. Unlike a traditional "siloed firm", we operate as a cross-functional team collaborating across our areas of specialty to achieve your result.
Recognitions we and our team members have received include AccountingWeb Practice Pioneer award, CPA Practice Advisor Top 40 under 40, CPA exam Silver Medal, MBA, Xero Silver Champion Partner, and Maryland Society of Accountants Young Professional award, among others. Business is about people, and therefore all our business interactions are human ones first.
Business is creativity with a profit constraint, and the methods (and non-methods) of creativity directly apply. Business should be understood through an organic rather than mechanistic lens, such as its natural seasons, laws of energy, principles of growth, and more.
Recognitions we and our team members have received include AccountingWeb Practice Pioneer award, CPA Practice Advisor Top 40 under 40, CPA exam Silver Medal, MBA, Xero Silver Champion Partner, and Maryland Society of Accountants Young Professional award, among others. Business is about people, and therefore all our business interactions are human ones first.
Business is creativity with a profit constraint, and the methods (and non-methods) of creativity directly apply. Business should be understood through an organic rather than mechanistic lens, such as its natural seasons, laws of energy, principles of growth, and more.
Services
Entrepreneurs blazing new paths inevitably face complexities that sap momentum from the future they envision.
We believe a routine of reflection with a good business coach, coupled with regular insights from your own CFO, empower you with a clarified path to unstick the progress you want to see.
Typical conversations in this area include: business coaching, business modeling, cashflow forecasts, identifying what truly matters for you, KPI dashboards, business strategy, prioritizing 90-day goals, celebrating successes, business management concepts, and more.
We believe a routine of reflection with a good business coach, coupled with regular insights from your own CFO, empower you with a clarified path to unstick the progress you want to see.
Typical conversations in this area include: business coaching, business modeling, cashflow forecasts, identifying what truly matters for you, KPI dashboards, business strategy, prioritizing 90-day goals, celebrating successes, business management concepts, and more.
Your business' finance systems can either create drag and frustration, or fuel nimble decision-making and financial confidence.
We believe cloud solutions integrated into a smart design will both increase your business' effectiveness and lower its effort.
Review your cash flow forecast, KPI performance dashboard, & financials from your favorite coffee shop.
Typical conversations in this area include: cloud accounting software Xero, online payroll (like Gusto & ADP), financial process design, smartphone apps, credit card & ACH merchant account activation, paperless approval processes, and more.
We believe cloud solutions integrated into a smart design will both increase your business' effectiveness and lower its effort.
Review your cash flow forecast, KPI performance dashboard, & financials from your favorite coffee shop.
Typical conversations in this area include: cloud accounting software Xero, online payroll (like Gusto & ADP), financial process design, smartphone apps, credit card & ACH merchant account activation, paperless approval processes, and more.
Without a pro-active approach to business taxes, they quickly become stressful, confusing, and expensive.
We believe paying taxes is a sign of a healthy business, but that designing your taxes smartly and following a proper plan will save you money and turn tax-day into a non-event.
Typical conversations in this area include: electing S-Corp status, setting up a 401k, tax projections, tax credit eligibility, maximizing SEP IRA contributions, optimal small business health tax plans, real estate like-kind exchanges a.k.a.
We believe paying taxes is a sign of a healthy business, but that designing your taxes smartly and following a proper plan will save you money and turn tax-day into a non-event.
Typical conversations in this area include: electing S-Corp status, setting up a 401k, tax projections, tax credit eligibility, maximizing SEP IRA contributions, optimal small business health tax plans, real estate like-kind exchanges a.k.a.
So many entrepreneurs make their entrepreneurial leaps from shaky instead of solid platforms, reducing the probability of landing where they intend.
A solid finance function is.
With all the unique events of 2020, it's especially important to have your records in tip-top shape lest a missed item result in unnecessarily higher taxes.
The same, but different - "PPP" is now familiar to every small business, but not everything about the re-opened Payroll Protection Program is the same.
Your choice of retirement plan affects how much you can invest, save in taxes, incur in costs, and need to fund for employees each year.
A solid finance function is.
With all the unique events of 2020, it's especially important to have your records in tip-top shape lest a missed item result in unnecessarily higher taxes.
The same, but different - "PPP" is now familiar to every small business, but not everything about the re-opened Payroll Protection Program is the same.
Your choice of retirement plan affects how much you can invest, save in taxes, incur in costs, and need to fund for employees each year.
Get helpful updates via our Twitter feed, plus follow useful entrepreneur video tips on our YouTube channel.
Existing Elements Circle Members get exclusive access to our latest thinking & tips in our monthly Entrepreneur Insights e-Letter.
Non-members can subscribe to our Insights Blog to benefit from our team's expertise.
Existing Elements Circle Members can request a call or meeting.
Non-members who'd like to chat about joining The Elements Circle can request your personal Coffee Conversation or just give us a ring at 301-604-3247.
Existing Elements Circle Members get exclusive access to our latest thinking & tips in our monthly Entrepreneur Insights e-Letter.
Non-members can subscribe to our Insights Blog to benefit from our team's expertise.
Existing Elements Circle Members can request a call or meeting.
Non-members who'd like to chat about joining The Elements Circle can request your personal Coffee Conversation or just give us a ring at 301-604-3247.
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