We provide
software consultation accounting tax preparation organization guidance

Custom solutions for your business ~ your industry

Year-round support to help you make the right choices for software, business growth, tax planning and compliance.

Primary Focus

Ongoing financial health

Our goal is to reignite the passion you had when you started your business.

Holistic accounting

From the software platform you work with to the filing of tax reports for payroll, state, or federal taxes - each piece must be a fit for you

  • Assessment of software platform and costs
  • Accurate and timely accounting management
  • Timely and accurate tax filings
Image by F1 Digitals from Pixabay

Lower taxes legally

Strategies designed to preserve cash while remaining fully compliant.

  • Tax reduction strategies
  • Credits and incentives planning
  • Multi-year tax forecasting
Learn more

Tailored solutions

Ongoing communication to stay on top of what new innovations are a fit - and which are not.

  • What software do you need
  • What makes sense to outsources, or keep in house
  • What are the best decisions to meet your tax obligations
Image by F1 Digitals from Pixabay
Mix and match scope of work

Comprehensive accounting and tax support

From analysis of what you need, to management of your day to day transactions and required reporting, to comprehensive tax planning.

Software Configuration

It all starts with the tools. Do you have the best solution for your staff and your industry? How much AI do you really need, and which options give you those choices?

Proven Expertise

A substantial record of working with trusted CPA firms when preferred, or filing that gap for you. If we don't know it - we will find the answer.

Accurate accounting

Over 50 years of experience in multiple industries and business models, including the development of account structures and reports that show you what you need to know.

Forward Planning

Things change - today more rapidly than ever before. The decision made today may be costly tomorrow. The goal, then, is to plan with flexibility.

How it works

Our step-by-step approach

We do not charge for introductory consultations. We look at the process of handling other-people's-money as a fiduciary responsibility. That means we need to know if we can create a solid working relationship before we begin.

01

Discovery meeting

What do you think you need. Why do your feel that need is not being met? Is your staff sufficient, or do you need more support?

02

Financial profile

This is a preliminary review to prepare a reasonable estimate of your financial commitment and our time commitment.

03

Onboarding process

You will receive an engagement letter clearly stating the scope of work and a list of steps to prepare for service.

04

Service and support

Review of preliminary work, software management, create monthly processes, and determine of year-end responsibilities.

Our Toolbox

Certifications, licenses, and partnerships

We have a variety of software solutions that allow us to build a platform tailored to you. Some vendors offer all in one ~ some allow the flexibility to use (and pay for) what you need and nothing else. Last, but not least, we do have the credentials to handle your tax needs.

Zoho

Cloud Software Suite

Comp-Dyn, Inc is a Zoho Affiliate partner. We are excited about the potention of this alliance and the flexibility it provides our clients.

QuickBooks

Online Accounting

Comp-Dyn, Inc has been using and supporting QBO for decades. We currently hold ProAdvisor status for QBO and QuickBooks Workforce.

Gusto Payroll

Payroll and HR Suite

Comp-Dyn, Inc. is affiliated with Gusto and is fully trained in migration, payroll set up, and imports or Jounal creation.

Enrolled Agent

Credentials

Owner Operator Victoria Adams in an Enrolled Agent with active status through March 31, 2029.

Client focus - not just a slogan

Client feedback
that counts

A small collection of what clients have said about our services and devotion to getting the job right.

Image by Peggy Marco from Pixabay

Reliable support

Consistent reporting and proactive advice helped us avoid surprises and plan cash flow accurately.

Michael Turner
Industry: Manufacturing

Proactive planning

Their year-round planning reduced our tax liability and improved how we manage growth.

Elena Brooks
Industry: E-commerce

Practical advice

The onboarding was clear, and ongoing support keeps our finances organized without constant follow-ups.

Robert Hayes
Industry: Technology
Articles, stories and more

Articles, white papers, and blogs

Stay informed and inspired. Feel free to suggest a topic! (vadams at comp-dyn.com)