Asset Account Group: A CPA-led Firm You Can Trust

Who we serve:

We serve three distinct groups: small businesses, real estate investors, and individual tax clients. As a CPA-led firm, we bring deep expertise and a practical approach to every client relationship.

Small businesses partner with us for:

Cash flow management

A formalized accounting workflow

Actionable financial information from an experienced CPA team

Real estate investors partner with us for:

Industry specialization in residential and commercial real estate:
Real estate agents
Lending experts
Long/mid/short-term investors
Flippers
Strategic CPA guidance to help maximize profits and minimize tax liability

Tax clients partner with us for:

Tax strategies for the present and future, crafted by a CPA
Clear communication every step of the way
Easy digital processes for a quick turnaround
CPA

Backstory:

Hey there. I’m Jason.

I’m a CPA and real estate enthusiast.

I started my accounting journey in 2011 and have continued to hone my skill-set ever since. From the years of experience, I have found a love for helping businesses develop through “knowing the numbers” and operational processes. This is exactly why Asset Account Group was built – to help you succeed!

Real estate is a specialty of the group because of my love for the industry. I started investing in real estate with my wife back in 2017 and have never looked back. To put my passion into perspective, my days off consist of exploring new listings and reading or listening to real estate podcasts. From cash flow to appreciation to tax benefits, there are so many opportunities for individuals and businesses to make their wealth through real estate.

Our Vision: To be the trusted financial partner for small businesses and real estate investors, empowering them to achieve sustainable growth and financial success through expert tax guidance, innovative accounting solutions, and personalized advisory services.

Let Us Help:

Dear Friend,

I have a feeling I know why you’re reading this right now.

You need more time in your day. Running a business is extremely demanding and there just isn’t enough time in the day to keep all the plates from spinning out of control. What you need most right now is more proactive help. You need the benefit of business advising to straighten up your business finances and tax strategy. As soon as possible. In fact, yesterday would have been ideal to get our business advising expertise. Am I close?

We get it. We’ve worked with plenty of businesses who have to cobble together 9 different software programs to keep everything straight, or who just wash their hands of it all and put everything on the credit card … and then try to clean up every year after the fact. And they know that this is no way to properly monitor profit margins, cash controls, account management, tax strategy, and all of the myriad components of an effective financial system for a business. They need business advising support.

Perhaps this is your story too. Or perhaps you’ve reached a stage of development in your business that you want to pass the baton of accounting to another expert business advising team so your team can focus on what they do best: making sales and taking care of customers.

Or are you just starting your business and want to begin on the right foot?

Whatever the reason, we want you to know that our business advising team has been diligently and effectively taking care of the accounting needs of countless organizations in a wide variety of industries—discreetly and expertly handling the ongoing financial management of tax burdens, payroll, bookkeeping, and other comprehensive accounting services while providing expertise in business planning, coaching, and strategic consulting that many businesses need.

Because here’s a certain truth as it relates to taxes and your business: The State and Federal Government would love to have more of your business’s hard-earned money in their accounts. And yes, even though it’s painful, none of us begrudge paying our legal and fair share of taxes. But the problem is that regular business owners, like you, are missing out on legal and safe deductions to the tune of hundreds of millions of dollars in unclaimed refunds every year.

It doesn’t have to be this way. You don’t have to hand more dollars over to the government than they require just because you don’t know their rules as well as they do. You don’t have to live in a constant state of anxiety over the state of your books, feeling guilty about the time you should be devoting to keeping your business profitable.

In fact, to help you find answers to your questions, I’ve compiled some resources in the last couple of years for business people like you in response to the specific tax and accounting questions I’ve received from my clients.

Click the button above to take your first step. And of course, feel free to poke around our site and discover why I’ve been called “The Most Trusted CPA in the Howard County Area.”

Talk again soon,

Jason Parfitt, CPA

PS — When you fill out the form, we’ll also add you to our weekly email series on “Real World” Strategy for small business owners. Our readers enthusiastically forward these to their colleagues and peers all the time, because they’re not your standard tax and business advising tips.

PPS — Already want to schedule an appointment? I don’t blame you… many people are fed up with trying to manage their financials on their own. Our schedule is very full… but if you call us at (301) 338-8006 or Email us, we’ll give you two options for virtual appointments right away. We will NOT make dealing with an account as painful as dealing with your books has already been!

Customer Stories