Business Details
20 Years
experience
Trusted Accounting Services for Small Businesses
Wright Accounting Group was founded in 2006 with a mission to provide personalized accounting solutions for small businesses and professionals. Our team combines decades of experience in tax preparation, financial planning, and small business consulting to help clients focus on their core operations while we handle complex financial matters. With certified professionals including CPAs and CFPs, we specialize in reducing tax liabilities through proactive strategies, maintaining accurate bookkeeping systems, and offering fiduciary CFO services for RIA firms. Our commitment to personalized service stems from recognizing the limitations of large accounting firms, ensuring each client receives dedicated attention.We leverage advanced tools like QuickBooks ProAdvisor certifications while maintaining a client-centric approach that prioritizes transparency and education. Our expertise spans entity selection, payroll tax compliance, and retirement planning solutions tailored to businesses earning $1M-$5M annually. Through continuous education on evolving tax codes, we guarantee compliance while maximizing after-tax income for both businesses and individuals.
Services
Small Business Accounting
Tax Preparation
Tax Planning
Individual Tax Prep
Fiduciary CFO
Payroll Tax Compliance
Entity Selection
Retirement Planning
Details
- Year established: 2006
Highlights and features
- CPA-certified team with 20+ years of combined experience in tax and finance
- Personalized service model established in 2006 after recognizing gaps in large firms
- Proactive tax planning strategies that reduce liabilities throughout the year
- Specialized fiduciary CFO solutions for registered investment advisory firms
- QuickBooks ProAdvisor certification ensures technology-driven efficiency
Associations and certifications
- Certified Public Accountant (CPA)
- American Institute of Certified Public Accountants (AICPA)
- Certified ProAdvisor
Services
Small Business Accounting
We manage complete accounting systems for small businesses including bank reconciliations, income statements, and general ledger maintenance. Our monthly/quarterly processing ensures accurate financial records while identifying discrepancies that could impact tax planning. This service forms the foundation for effective income tax preparation and cash flow management.
Tax Preparation
Comprehensive state and federal tax preparation covering payroll, sales, and income taxes. We ensure compliance with deadlines while implementing strategic planning to minimize liabilities. Our expertise includes entity selection (S-Corp/C-Corp/LLC) and merger/acquisition tax considerations for growing businesses.
Tax Planning
Proactive tax reduction strategies that go beyond annual compliance. We implement income deferral techniques, family income splitting, and tax-exempt investment structuring. Continuous education on evolving tax codes allows us to legally maximize after-tax income for both businesses and individuals throughout the year.
Fiduciary CFO
Specialized financial solutions for registered investment advisory firms with $1M-$5M annual revenue. Our services include tax planning, accounting systems, and operational support tailored to the unique needs of financial advisors. This service was developed through our 2014-2017 FA BeanCounters virtual accounting experience.
Individual Tax Prep
Comprehensive individual tax preparation with electronic filing options and refund acceleration. We identify overlooked deductions while providing payroll withholding optimization to prevent interest-free IRS loans. Clients receive personalized guidance on year-round tax liability reduction strategies.
People
Kitrina L. Wright
Managing Director
CPA licensed in Indiana and Texas with Summa Cum Laude BS in Accounting from Indiana State University. Former Crowe Horwath LLC consultant with 18+ years of small business accounting experience. QuickBooks ProAdvisor and member of AICPA/NATP.
Brian O. Wright
CFP Professional
Certified Financial Planner with 20+ years in business consulting. MBA from Anderson University and former JPMorgan Chase finance professional. Co-founder of FA BeanCounters with expertise in fiduciary CFO services and operational support.
Questions
What accounting services do you offer for small businesses?
We provide complete bookkeeping including bank reconciliations, income statements, balance sheets, and general ledger maintenance to ensure accurate financial records.
How do you help reduce business tax liabilities?
Through proactive strategies like income deferral, family income splitting, and tax-exempt investment structuring that comply with current tax regulations while maximizing savings.
Do you specialize in any particular industry?
We focus on small businesses and registered investment advisory firms with annual revenues between $1M-$5M, offering tailored fiduciary CFO solutions.
What tax preparation services are available for individuals?
We offer complete personal tax filing with electronic submission, payroll withholding optimization, and guidance on year-round tax liability reduction strategies.
How does your firm ensure tax compliance?
We track all state, federal, and local tax deadlines while providing continuous tax code education to guarantee compliance and prevent penalties.
