Ready for Financial Clarity?
Let's Get Started.
Whether you need tax strategy, monthly accounting, or a trusted advisor — getting started takes less than 5 minutes.
Pick a time below — we'll handle the rest.
Pick a Time That Works
Choose a 20-minute slot and we'll meet on Zoom to talk through your situation.
Getting Started Is Simple
Three steps to financial clarity — no commitment required for your first conversation.
Book a Call
Pick a time on the calendar above. Tell us about your business and what you need help with.
Strategy Call
We'll hop on a quick Zoom to understand your situation, answer your questions, and see if we're a fit.
Get Clarity
Receive a clear plan with transparent pricing. No surprises, no hidden fees, no pressure.
What You Can Expect
Working with Spatola CPA means having a proactive partner, not just a tax preparer.
Transparent Pricing
Fixed monthly packages — no hourly billing surprises. You'll know exactly what you're paying before we start.
Proactive Tax Strategy
We don't wait until April. Year-round planning to minimize your tax burden and maximize deductions.
Responsive Communication
Real answers, fast. No waiting weeks for a callback. We're available when you need us.
Clean, Organized Books
Monthly bookkeeping that's always current so you can make confident business decisions.
A CPA + CFP® On Your Side
Shonty holds both CPA and CFP® designations — tax strategy and financial planning under one roof.
No Long-Term Contracts
We earn your business every month. Stay because you want to, not because you're locked in.
Ready to stop juggling multiple professionals and get everything under one roof?
Book Your Free Strategy Call ↑What Our Clients Say
Real reviews from real business owners.
Common Questions
It's a casual 15–20 minute Zoom conversation. We'll learn about your business, understand your current financial situation, and discuss how we can help. No sales pitch — just an honest conversation about whether we're the right fit.
We offer transparent, fixed monthly packages starting at competitive rates for small businesses. You can view our packages on our Pricing page, or we'll discuss options on your strategy call based on your specific needs.
If your current CPA is reactive (only showing up at tax time), you're leaving money on the table. We provide proactive, year-round tax planning and monthly financial clarity — not just compliance. Many of our clients switched after realizing they were overpaying on taxes.
Yes! We serve clients across all 50 states. Everything is done virtually — Zoom meetings, cloud-based bookkeeping, and digital document sharing. Location is never a barrier.
We love working with startups and new business owners. Getting your entity structure, bookkeeping, and tax strategy right from the beginning saves you significant money and headaches down the road.
Still Have Questions?
Call us at (310) 477-7979 or email admin@spatolacpa.com
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