Services

TEAM MEMBERS

Lisa Purichia
Partner,
Director of Entrepreneurial Services & Employee Benefit Services

Mary Ferguson
QuickBooks Certified Pro Advisor
Manager, Entrepreneurial Services

Tina Kelly
QuickBooks Certified Pro Advisor
Manager, Entrepreneurial Services

Beth McGraw
QuickBooks Certified Pro Advisor
Senior, Entrepreneurial Services

Aimee Woehler
Senior, Entrepreneurial Services


RESOURCES
QuickBooks FAQ

Sponsel CPA Group: Ideal for Businesses of All Sizes

Our entrepreneurial services are designed to provide small to mid-sized businesses with experienced, executive-level accounting and business strategy counsel and support on an executive or operational level. Our proactive team of seasoned accounting, tax and HR professionals has 40 years of collective experience. We provide your company with proven strategies, systems and processes that will improve your organizational efficiency, profitability and productivity.

  • Outsourced or part-time CFOs, controllers or bookkeepers

  • Payroll/payroll tax services

  • Employee benefit plan services

  • QuickBooks ProAdvisor installation, training and support

  • Family office services (bill paying, investment tracking and personal financial reporting)

  • Revenue, expense and cash-flow projections

  • Annual and quarterly budgeting

  • Accounting system setup

  • Business startup services

  • HR interview services

  • Small business technology services