Books you can trust, and someone to talk to about them.
Charlevoix-based Hoffman CPA Firm, P.C. works with companies of all sizes — at your facility or at ours — providing accounting, payroll, reporting and the consulting that turns those numbers into decisions.
Accounting & bookkeeping
Online, remote and virtual accounting for companies of all sizes. Compared with the cost of an in-house accountant, outsourcing the books is usually the cost-effective option.
Recordkeeping-system design
Systems designed to improve operations, including QuickBooks and legacy-system setup, chart-of-accounts review and staff training.
Payroll support
Payroll rarely feels critical until something goes wrong. It demands current knowledge of tax law and deposit rules — a comprehensive service handles both.
Financial statements & reporting
Compilations, reviews and management reporting, plus analysis of management-prepared statements, budget preparation and job costing.
Business consulting & profitability
Solving business problems and increasing profitability — including business transaction process flow and the decisions behind the numbers.
Business valuation & succession
Valuation and ownership-transition work for the moment a closely held business changes hands.
To confirm · Audit, review, compilation and business valuation availability must be confirmed with Robert before these are presented as active engagements.
Fewer phone calls. Fewer paper forms. The same CPA.
Intake, document requests and status updates are moving from paper and voicemail to a clear digital path — so the team spends its time on your numbers instead of chasing them.
- 01Inquiry Received
- 02Consultation
- 03Engagement Confirmed
- 04Documents Requested
- 05Work in Progress
- 06Robert's Review
- 07Client Approval
- 08Completed
Automated email or text updates at meaningful stages are planned, so routine “where is my return?” calls become unnecessary.
Prepared for a secure client portal
The site is built to hand off cleanly to a secure ClientHub once the firm selects and connects it. Nothing below is live yet — each capability activates when the corresponding tool is connected and Robert approves it.
- Personalized organizerPlanned
- Secure document requestsPlanned
- Digital engagement lettersPlanned
- Electronic signaturesPlanned
- Appointment schedulingPlanned
- Invoice and payment accessPlanned
- Missing-item remindersPlanned
- Return or project statusPlanned
- Final-document deliveryPlanned
- Ongoing communication historyPlanned
Tell us how the business runs today.
A short intake gets the right person on the call, with the right questions already prepared.
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