Operational & Financial Management



We’ll set you up with everything you need to successfully track your customer sales, accounts receivable, payables, accounting processes, monthly close, etc. If you are a new company starting out, or an established firm hoping to better streamline your accounting and financial processes, we can help! This engagement includes the following:


  • Determine best accounting software for your business or review accounting software already in place.  Data entry if required.


  • Set up best practices and procedures for accounts receivable, accounts payable, monthly bank reconciliations and other administrative tasks.


  • Review financials on a regular basis, keeping management apprised of any general business issues that may come up, and recommendations for mitigation.


  • Train your current staff in all aspects of business operations that we have implemented and/or continue to maintain your books as an outside business consultant, if appropriate (this requires an add-on contract).

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We will focus on a particular issue that you feel is problematic to your current operations, analyze the situation and recommend a solution. The areas in which this is particularly successful are as follows.


  • Managing overhead / profitability review & recommendations

  • Retaining customers - market and competitive research

  • Workplace efficiency

  • Accounts Receivable / Accounts Payable management

  • Cash Flow management


Fixed price ranges between $950 - $1,600 per month. Project timeline is determined with the signing of an Agreement.

Project Based Consulting


Monthly Small Business Services

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We can assist you with your administrative tasks so that you can spend more time running your business and making money. Examples of these services include:

  • Reconcile your bank account with your accounting service (e.g. Quick Books)

  • Generate a monthly income statement, balance sheet & statement of cash flows

  • Clean up any general ledger issues

  • Process employee / contractor payroll through our Partnership with Patriot Software (see additional information under Payroll Services)


We charge a fixed monthly price depending on the size of the business and level of financial support required. This price will be determined once we fully discuss your requirements with you, and prior to signing an Agreement.

Company Start-Up / Paralegal Services

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We can help you at every stage of your company development.

Starting Up:

  • Determine the correct legal/tax entity

  • Entity name reservation

  • Federal/State tax ID numbers

  • Business licenses & accounts set up

  • Tax & Compliance review - Federal, State & Local levels

Staying Compliant:

  • All Federal and State required tax & other document filings

  • Annual reports

  • Compliance Calendar - stay on top of all required tax & other business filings

  • Insurance policies - review and policy updates as necessary

Paralegal Services:

  • Legal forms and agreements

  • Contracts - review and negotiations

  • Business Plan development and education

  • Outside financing options

  • Mobile Notary Public Services

Payroll Services

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Studies have shown that approximately 75% of business owners overpay for payroll services based on their needs. Payroll can also feel like an overwhelming task, however,  paying your employees is synonymous to running a successful business, so let us help!


CPN & Associates has been a Partner with Patriot Software, an Ohio based payroll services company who has been in business since 1986. Since that time, they have developed one of the nation’s most efficient payroll operating systems. We will run your payroll, file all payroll taxes & generate year-end payroll forms for each of your employees.