Clear, reliable financial solutions for businesses of all sizes.
Simplifying Accounting. Empowering
Growth.
Clear, reliable, and stress-free accounting solutions tailored for small businesses, freelancers, and growing companies.
4.9/5 Rating
From over 2600 reviews.
Smart Accounting. Clear Results.
- Expert Guidance You Can Rely On
We make accounting simple, reliable, and stress-free for your business.
We Collaborate with the top 200+ companies worldwide








Our Capabilities
Your Business Goals Are Our Top Priority
We are driven by a fervent commitment to forge profound connections between brands, services, and campaigns fostering enduring and prosperous relationships between businesses and customers.
Tax Preparation & Filing
Hassle-free, accurate, and timely tax filing to maximize savings.
- Compliance with latest tax laws
- Maximize eligible deductions
- On-time filing and reporting
- Expert review for accuracy
Bookkeeping Services
Keep your financial records organized, accurate, and up to date.
- Real-time transaction tracking
- Monthly reports and reconciliations
- Easy-to-read financial statements
- Cloud-based record access
Payroll Services
Simplified payroll processing with complete compliance.
- Accurate salary calculations
- Automatic tax withholdings
- Compliance with labor regulations
- Employee pay slips and reports
Business Advisory & Consulting
Strategic insights to help your business make smarter decisions.
- Financial performance analysis
- Cash flow and budget planning
- Business growth strategies
- Risk management guidance
Audit & Assurance
Independent, reliable audits to strengthen trust and credibility.
- Detailed financial statement review
- Compliance with audit standards
- Risk and control assessment
- Assurance reporting
Tax Planning & Strategy
Proactive planning to reduce liabilities and optimize tax outcomes.
- Personalized tax-saving strategies
- Forecasting future tax obligations
- Compliance with tax regulations
- Year-round tax advisory
AR / AP Management
Efficient handling of receivables and payables for better cash flow.
- Invoice tracking and processing
- Vendor and client account management
- Payment scheduling
- Cash flow monitoring
Audit Support
End-to-end support for a smooth and stress-free audit process.
- Pre-audit preparation
- Documentation and record review
- Liaison with auditors
- Guidance on compliance gaps
Our Experience Proves It All
With years of expertise, we’ve successfully managed diverse projects for businesses of all sizes.
We Have Carried Out Various Kinds of Projects
From tax planning to advisory, our solutions adapt to every client’s unique needs.
We Give The Best For Our Clients
Accuracy, transparency, and growth-focused results are at the heart of everything we do.
About Company
Turning Complex Finances into Simple Strategies
CPA Buddy simplifies accounting with clear, reliable solutions tailored for businesses of all sizes. Our focus is accuracy, transparency, and helping clients achieve sustainable growth.
Our Resolved Cases
See the Real Results of the Cases We Have Solved
Financial - January 16, 2025
Simplifying Tax for a Growing Startup
A tech startup struggled with complex tax compliance and missed deductions.
Business - June 11, 2025
Reliable Bookkeeping for a Freelance Consultant
A freelance consultant had disorganized records and irregular cash flow tracking.
Consulting - September 22, 2025
Payroll Management for a Mid-Sized Firm
Manual payroll errors caused compliance risks and employee dissatisfaction.
Advisory - October 03, 2023
Audit Support for a Manufacturing Company
A mid-sized manufacturer faced challenges preparing for an external audit.
At CPA Buddy, every number tells a story of growth, clarity, and success. Our case studies showcase how we’ve helped clients — from startups and freelancers to established enterprises — overcome financial challenges, stay compliant, and unlock new opportunities.
Explore Our Industries
Tailored Accounting Solutions for Every Sector
Nonprofits & NGOs
Real Estate
E-commerce & Retail
Manufacturing & Trading
Technology & SaaS
Startups & Entrepreneurs
Professional Services
Small & Medium Businesses
"Daniel has spent over 25 years in accounting and data driven organizations. Working as an executive and consultant for most of those years. This included several tax seasons at the IRS, learning Cost Segregation from the creator of the program, and teaching accounting & business as a university professor."
Daniel R. Kazakos, MAcc
CEO CPABUDDY
Let's Connect
Ready To Help Your Business
Seamless Support. Anytime, Anywhere.
Your Back Office Accounting Partner
CPA Buddy goes beyond traditional accounting — we act as your extended back office team, handling the day-to-day financial tasks that keep your business running smoothly. From bookkeeping and payroll to AR/AP management and compliance, we manage the details so you can focus on growing your business.
24/7 Availability
Round-the-clock support for your accounting needs.
Dedicated Team
A reliable partner that feels like an in-house department.
End-to-End Management
From transactions to reports, we cover it all.
Scalable Solutions
Flexible services that grow with your business.
Testimonial
Real Reviews from Our Clients About Tangible Results
CPA Buddy has simplified our accounting process completely. Their clear reports and timely advice help us make confident business decisions.

Founder, Innovate Ventures
The team is professional, responsive, and reliable. From tax filing to payroll, everything is handled smoothly and on time.

CFO, Global Corp
With CPA Buddy’s guidance, we reduced our tax liability significantly. Their proactive planning really makes a difference.

Owner, Turner & Associates
We struggled with compliance before working with CPA Buddy. Now our books are always accurate, and audits are no longer stressful.
Simply contact us through our website or call our team. We’ll guide you through the onboarding process.
Basic financial records such as bank statements, invoices, receipts, and tax documents are usually enough to get started.
Yes, we support freelancers, small businesses, and established enterprises with tailored solutions.
Both — you can hire us for a specific task or ongoing accounting support.
Pricing depends on the type of service and the complexity of your business needs. We offer flexible packages.
Yes, we guide you through the audit process, prepare necessary documents, and coordinate with auditors.
Help Center
Navigate the Unknown FAQs as Your Guide
Need More Questions?
Got questions about accounting, taxes, or our services? The CPA Buddy Help Center is designed to give you quick, reliable answers and guide you every step of the way.
Let's Collaborate
Ready To Work With Us?
Let's collaborate or have a question? Contact Us
Work With Us
Send Us Email To Collaborate
Get Closer
Come Visit Our Office
- 164 Race Street Suite #110 Holyoke, MA 01040

Trins SimonCEO, Tech Solutions