Beyond Beans CPA's

Virtual CPA

for Real World Deadlines.

Beyond Beans Welcomes you to virtual CPA services, where we have expertise in financial assessments, tax planning, and financial reporting. 

virtual outsourced accounting

Virtual CPA Tax Return Process

Virtual CPA Services in Beyond and Beans specializes in small business accounting firms. We believe in tailoring your financial reporting and accounting services as per your needs so that you can make informed decisions. Provide us with all the relevant details using our virtual platform. Our team will then review it and ask you some follow-up questions based on the information you have provided, as it is your tax return, and you must know the issues involved. Give our virtual CPA Services a chance to support your financial success and do the tax planning for you so that you can leverage the benefits of all the deductions that align with your business.   

About Our Virtual CPA Services

Increased Flexibility

Online CPA services come with unparalleled flexibility for not only small businesses but for NGOs, too. It doesn’t get affected with the geographical barriers. So, your organization can consider opting for virtual CPA services from anywhere in the world. It ultimately leads to better decision making, and effective financial management. 

Accurate and Timely Reporting

Using advanced data analytics tools in the form of virtual CPA services ensures accurate and timely reporting. It helps process vast amounts of data quickly and efficiently, which reduces human errors and improves the reliability of reports.  

Enhanced Data Security

Professional CPAs cannot deny how important data security is for everyone. Therefore, virtual CPA services takes such measures that protect your sensitive financial information like encrypted platforms and secure data storage systems.

Why Should You Choose Our Virtual CPA Services?

Access to Specialized Expertise

Using virtual CPA services means you are leveraging the knowledge of skilled professionals. Beyond Beans specializes in small business accounting firms and offers financial reporting that meets your needs. You can unlock significant advantages to streamline financial operations, improve accessibility, and enhance data security for your small business. Handing over the taxes and accounts to an expert allows you to focus on the core aspects of your organization. 

Personalized attention

We prioritize your financial success. We treat every client as unique and guide you toward your financial goals. 


Meeting deadlines forms the core of every business. And you can’t delay these deadlines during tax season. Trust our online CPA services to deliver timely results to you and ensure your peace of mind.

Our process includes


The process starts with the consultation between your organization and our services. At this stage, you are supposed to tell us about your accounting and financial needs so that we can provide you with the best services. It further allows us to establish a strong working relationship with you. 

Tax planning

Our team makes a customized tax plan based on the information you give to us.

Tax preparing

You don’t have to worry for your tax preparation when we are here. We handle this aspect with utmost care and ensures that we comply with all the tax and regulations. 

Throughout the year guidance 

If you think that our support ends with the tax filing, you need to revisit your thoughts. Our virtual CPA services team is here to guide you throughout the year on tax implications and financial decisions.

accounting package for small business

My business life has been simplified from the moment we migrated our financials to Beyond Beans. We couldn’t have asked for a better service. Only months after starting with the basic package, we found that the greater value was in the CFO Package as they handle the cash flows and tax estimates, in conjunction with with the bookkeeping.

Trisha W.

Jeff Jackson helped us get our books straightened out and file our back taxes for the business and personal returns. We have used Beyond Beans Accounting for years now and since he handles the taxes too, we are able to focus on other things.

John P.
Peterkin Construction LLC

I needed help with our accounting of inventory and little did I know, I also needed to amend the last two years of business and personal returns after they reviewed the prior years returns. We received a large refund for 2019 and have been subscribed with Beyond ever since for quarterly tax projections and just about everything else financially. My personal taxes are synced up with the business stuff and I hardly have to worry about a thing outside of my business doors during the year. I couldn’t recommend them more.

Jennifer L.
Lindwell Fashion Boutique

For year I struggled with the accounting software and filing the returns myself. After contacting Timothy, I found out I wasn’t even filing my taxes correctly and was overpaying in payroll taxes. Tim converted my company to another type of business and I am saving tens of thousands annually while also giving myself time for other things other than struggling with my bookkeeping. My business is growing with my ability to focus on other things as well.

Peter B.

For years, I worked in my family business as the bookkeeper and after inheriting it, I continued this until the company outgrew my ability and I just continued to struggle. After a search online, I found out that I do not have to do everything myself. Beyond Beans has really helped me in forming metrics to focus on and our monthly calls are invaluable and really are quite short. Sometimes I request to skip them as we are really just chugging along and they make everything seem quite automatic, of sorts. God send.

Emily W.

Our restaurants have expanded and since we operate in multiple states now, we learned, late from that our prior CPA wasn’t reporting our activity correctly. After contacting Trina, we were able to organize our reporting better and our reporting is really a weekly report that we get showing what exactly we’re doing.

Javier G.

What People Say

Edit Template

KPI Metrics & Tax Advantaged!

With our CFO Bundle, you can be certain that the most important financial aspects of your business is tracked while every deduction is being accounted for, ensuring for the greatest growth tracking along with the largest tax deductions. This is true savings as your expanding at the margins.

KPI Metrics

A KPI is a critical measure of progress towards targets, strategic goals, benchmarks, or core objectives of your accounting practice. KPIs are quantifiable measures over time that focus on strategic and operational performance. For a KPI to work effectively it must be: Simple, easy to measure and defined and Key Performance Indiciators (KPIs) to help guide strategic decision making throughout the year.

Tax Advantaged!

Stop worrying about your books near tax time — we'll do that for you during the whole year as we get you Tax-Advantaged with every deduction possible and complete account reconciliations with our bookkeeping.

Do I Need a Virtual CFO?

Feel free to contact us or schedule a meeting with us.


A CPA (Certified Public Accountant) is a professional accountant who has passed the CPA exam and met specific state licensing requirements. They can provide various services including tax preparation, accounting, tax planning, and fractional CFO services. A CPA ensures compliance with tax laws, makes informed financial decisions, and receives expert advice on complex financial and tax matters.

A CPA's expertise extends to complex financial matters, tax planning, and strategic decision-making, making them ideal for businesses and individuals seeking comprehensive financial and tax guidance. On the other hand, a bookkeeper plays a crucial role in organizing financial data and supporting daily financial operations but may not offer the same level of advanced financial analysis and strategic planning as a CPA.

Beyond Beans specializes in small business accounting, providing tailored financial reporting and services to meet your needs. By leveraging our expertise, you can streamline financial operations, improve accessibility, and enhance data security, allowing you to focus on your organization's core aspects.

Our fees vary depending on the complexity of the work involved and the specific services you require. We offer transparent pricing and will let you know our fees after assessing your needs during an initial consultation.

Our team of tax professionals are highly knowledgeable with tax laws and regulations. We will assist you in preparing accurate tax returns, maximizing your deductions and credits, minimizing tax liabilities, and ensuring compliance with all relevant tax laws. We have a proven track record of successfully assisting businesses and individuals in optimizing their tax savings. 

Hiring a CPA firm for your business can lead to better financial management, improved tax planning, reduced financial risks, increased compliance with tax laws, and access to expert financial advice. A CPA can also help you make informed decisions that positively impact your business' growth and profitability.

When choosing a CPA firm, consider their qualifications, experience, reputation, and the specific services they offer. Look for a firm that specializes in areas relevant to your needs and has a track record of providing excellent service to clients.

For tax-related appointments, you should bring all relevant financial documents, such as W-2s, 1099s, receipts, and any other records of income and expenses. For other services, our team will guide you on the specific information needed during your consultation.