MPACT serves individuals with complex tax situations and small to mid-sized businesses seeking fractional CFO services, tax preparation, bookkeeping, payroll, and financial consulting. Clients range from startups to established enterprises across various industries, located locally in Spokane or nationwide through remote services.
Fractional CFO services are offered on a monthly retainer basis, providing executive-level financial leadership including cash flow analysis, budgeting, forecasting, and strategic growth advice. This service is designed for businesses that need CFO expertise without the cost of a full-time hire.
Yes, MPACT offers remote consultations, secure document uploads, and online appointment scheduling, allowing clients anywhere in the U.S. to access services without visiting the Spokane office.
Tax preparation includes comprehensive preparation of federal and state returns, optimization of deductions and credits, investment income reporting, estate tax preparation, and compliance to minimize liabilities and avoid penalties.
MPACT provides proactive tax planning throughout the year to identify strategies that reduce tax liabilities, optimize credits and deductions, and align tax decisions with clients' broader financial goals.
MPACT delivers practical, plain-language financial advice based on over 35 years of executive experience, including turnaround CFO roles. The firm emphasizes clear communication without jargon, helping clients understand their numbers to make confident decisions.
Clients can schedule consultations easily using the online appointment system synced with Mike Puryear's calendar, offering flexible weekday hours including early morning and extended evening availability.
MPACT works with a wide range of industries including professional services, trades, light manufacturing, non-profits, and other small to mid-sized businesses requiring financial and tax consulting.
Yes, MPACT offers a free initial consultation to discuss your financial needs and how the firm can support your goals before starting any engagement.
Services include ongoing bookkeeping with financial statement preparation, general ledger management, account reconciliation, expense tracking, payroll processing, and payroll tax compliance to reduce administrative burden and ensure accuracy.
MPACT uses secure document upload platforms and encrypted communication channels to protect client information during remote consultations and file sharing.
Yes, MPACT provides entity structure consultation to advise on choosing or restructuring your business entity to optimize tax outcomes based on your specific circumstances.
Turnaround times vary depending on complexity, but MPACT prioritizes timely service especially during tax season and communicates clear deadlines to ensure returns are filed accurately and on time.
Yes, through fractional CFO services and consulting, clients receive regular financial reporting, profitability analysis, cash flow management, and forecasting to support informed business decisions.
MPACT offers expert guidance on tax-efficient retirement planning, including optimizing distributions and minimizing tax impact for long-term financial security.