Tell us about your needs
Vista CPAs serves individuals, families, and
service-based business owners who demand
more than compliance.
A fixed fee, defined scope review of your current position.
The fee is 100 percent creditable toward future work.
Five clear packages designed to grow with you—from foundational accounting to full family-office advisory. Start with the accounting tier that fits today;
each tier includes everything in the tier before it.
The Accounting and Advisory Ladder
PACKAGE 01
CAS Foundation
Best for: businesses that need accurate, reliable financials
Planning and Wealth Packages
PACKAGE 04
Strategy Before Filing
Best for: individuals and business owners who want a proactive, forward-looking approach
PACKAGE 02
Interpretation & Insight
Best for: owners who want to understand what the numbers mean
PACKAGE 05
Portfolio-Wide Coordination
Best for: financially established individuals and families
PACKAGE 03
Strategy, Cash & Capital
Best for: growth-stage or cash sensitive businesses
Five clear packages designed to grow with you—from foundational accounting to full family-officeadvisory. Start with the accounting tier that fits today;
each tier includes everything in the tier before it.
The Accounting and Advisory Ladder
PACKAGE 01
CAS Foundation
Best for: businesses that need accurate, reliable financials
PACKAGE 02
Interpretation & Insight
Best for: owners who want to understand what the numbers mean
PACKAGE 03
Strategy, Cash & Capital
Best for: growth-stage or cash sensitive businesses
Planning and Wealth Packages
PACKAGE 04
Strategy Before Filing
Best for: individuals and business owners who want a proactive, forward-looking approach
PACKAGE 05
Portfolio-Wide Coordination
Best for: financially established individuals and families
A fixed fee, defined scope review of your current position. The fee is 100 percent creditable toward future work.
A written report with each opportunity quantified in dollars, walked through together in a findings meeting.
Scope, timeline, and pricing built from what we actually found.
Only the services that fit, in writing.
Discover avenues for growth & profitability. Schedule a tax strategy analysis today!
Managing your finances without the right expertise can leave you exposed to missed opportunities and potential pitfalls. With Vista CPAs Tax & Accounting, you're not just getting a service, but a dedicated partner ensuring every financial move propels your business forward.
Without the right insights, even the best intentions can lead to costly mistakes. We help by ensuring each decision aligns with your business objectives.
Unfamiliarity with tax codes can result in overpayments or compliance issues. We ensure you capitalize on tax benefits while staying fully compliant.
We are your leading outsourced accounting firm in the D.C. area, specializing in providing financial solutions for small and medium-sized businesses. With our expertise and tailored services, we help businesses both locally and around the country streamline their accounting processes and optimize their financial performance.
Find quick answers to your most pressing accounting questions.
Excited to team up with a CPA who will partner with you and your business? Let's chat! Call us today and discover how we can help you grow and scale.
