Know Your Numbers.Plan Ahead.Grow With Confidence.

Practical tax planning, financial reporting, and CFO guidance for your business.

Certified Public Accountant

Blue and ivory illustration of a planning calendar and financial reports

Direct CPA Support

Support for the decisions ahead.

Tax

Thoughtful preparation and year-round tax planning for your business and personal finances.

Explore Tax Services

Review & Audit

Preparation, compilation, review, and audit services matched to your reporting requirements.

Explore Review & Audit

Fractional CFO

Cash-flow forecasts, financial insight, and strategic guidance for the decisions ahead.

Explore Fractional CFO

Clarity for Your Business

Clearer Finances. Better Decisions.

Understand Your Performance

Clear reporting and meaningful measures help you understand what is driving results—and where to focus.

Plan Your Cash Flow

Look ahead at cash needs and upcoming commitments before making major business decisions.

Turn Insight Into Action

Connect your numbers with business goals, practical improvements, and plans for the next stage.

Think Beyond Tax Season

Bring tax planning into decisions throughout the year, before choices become commitments.

How It Works

Getting Started

01

Complimentary Consultation

We learn about your business, discuss your priorities, and consider which services may be a fit.

02

A Plan Built for You

We agree on the services, deliverables, fees, and timing that fit your needs. Tax, financial reporting, and CFO support are scoped separately.

03

Support That Fits

Work can be project-based or ongoing. We establish the communication and review schedule for your engagement, with independence considered where required.

Direct CPA communication. Clear scope. Practical next steps.

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Who We Serve

Industries We Understand

Home Builders & Contractors

Real Estate & Development

Professional Services

Restaurants & Hospitality

E-Commerce & Retail

Technology & SaaS

Common Questions

Frequently Asked Questions

What services does Gillock CPA offer?

We provide tax preparation and planning, fractional CFO services, and financial statement preparation, compilation, review & audit services. From year-round tax strategy to CFO-level forecasting and CPA-backed financial statements, we cover the full financial picture for business owners.

How does working with a remote CPA firm work?

Start with a general inquiry through our website. We can discuss your needs remotely and agree on next steps. Before sharing confidential records, contact us to arrange an appropriate delivery method. Do not send sensitive documents through the inquiry form or ordinary email.

How is pricing handled?

We agree on the services, deliverables, fees, and timing before work begins. Your engagement may be project-based or ongoing, depending on your needs.

What happens after I reach out?

We aim to reply within one business day to arrange a complimentary introductory conversation. We will discuss your needs, whether our services are a fit, and the next steps. Any engagement scope and fees are agreed separately.

Can you work with my existing bookkeeper or software?

Yes. We work alongside in-house bookkeepers and with the common platforms — QuickBooks and similar systems — and we’ll recommend improvements only where they genuinely help.

Get Started

Request a Consultation

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