Meet the Team

  • Jennifer

    Jennifer

    FOUNDER

    Certified Public Accountant

    Master of Business Administration (IT Concentration)

    Certified Government Contract Accountant

    Certified Level 5 Business Advisor

    Organizational Performance Coach

    Creator, ProfitWise360 Coaching Framework

    Founder, My Virtual CPA

    Read Bio
  • Tiffanie

    Tiffanie

    ACCOUNTING SPECIALIST & CUSTOMER SUPPORT

  • HOLLY

    Holly

    ACCOUNTING SPECIALIST

    Certified Public Accountant (Inactive)

    Certified Advanced QuickBooks Online ProAdvisor

Our Purpose

FutureView

Empowering SME Businesses with a Profit-Wise Approach

There needs to be more holistic support for growing businesses and ambitious business owners. We aim to fill the gap, the missing link, for growth-minded business owners, their teams, and their market to help them create extraordinary results and reach their future views.

At FutureView CPA, we empower small and medium-sized enterprises to cultivate success beyond financial gain. We strive to guide companies to become healthy workplaces and wealth creators for their owners. We positively influence everyone connected with their operation, including suppliers, customers, and the wider community.

Our guiding philosophy, our proprietary ProfitWise360 approach, places people at the heart of every business decision. We help businesses track important indicators that provide a comprehensive picture of their performance, encompassing job satisfaction, supplier relationships, and customer happiness.

We provide small and medium-sized enterprises with accurate, timely financial information and an essential operational foundation. However, we take it further by delivering detailed analysis, profit-maximizing and operations-optimizing advice, helping companies understand how to improve their current status and realize their full potential.

In essence, FutureView CPA guides businesses towards a balanced, sustainable form of success that ensures profitability while positively impacting all stakeholders and the community.

Learn more about how our proven ProfitWise360 Framework of Align+Secure+Optimize is at the core of all of the services we deliver.

Align Purpose to Profit

  • In professional services, the fastest way to burnout and the poorhouse is having a lack of alignment between the business owner’s vision, their team and their customers. We help business owners bridge this gap and tie purpose to profitable performance.

  • Are you running your business or is it running you?

    Are you teetering on the edge of burnout?

    Are cashflow worries keeping you up at night, affecting your health and relationships at home and work?

    How much of your day is spent putting out fires instead of working in your genius zone?

    Our alignment first strategies underpin every service we provide to get your business and team fully supporting you.

    It’s time to love your business again.

  • 1. Tax Strategy - based on long-term goals not short-term gains. When we really understand the vision you have for your life, we can recommend the best tax moves to help you achieve it.

  • ProfitWise360 Coaching - Alignment is the goal of every PW360 coaching engagement. A business with aligned stakeholders (owner, team, customers) will achieve remarkable results easier and faster.

    Alignment means everyone is working toward the same common goal and you are spending your time doing what you love.

    Tired of being frustrated at the end of the day? Let’s talk ASAP.

  • QBO Consulting - when we consult on the custom set up and configuration of a business system we focus on aligning the systems to give our clients the output they need to make quick, reliable and accurate business decisions. No cookie cutter configurations here!

Create Financial Security

  • To us and our customers, creating financial security is the whole reason we are in business. People naturally think of accountants as a source of help for tax and accounting, but we take it a step further by helping business owners stay relevant as desired employers, market leaders and viable investments that provide for a comfortable owner exit.

  • If you’re business is taking more from you than it is giving you, it’s time for a change. Through our unique service offerings and coach approach, we will partner with you to turn your business around, minimize your tax liability, maximize your retirement and build true wealth.

    You are not your business’s personal lender. Let’s start seeing some ROI that moves the needle!

  • Outsource the tasks that rob you of spending the max amount of time you can in your genius zone, like bookkeeping and payroll to amplify your value add in your business.

  • During the “Secure” phase (phase 2) of our ProfitWise360 business coaching, we focus on market relevance, value propositions, and making sure you’re allocating your resources to the products and services that bring you the most profit. This is where we also ensure your team has buy-in and you become an employer of choice in today’s competitive labor market.

  • One of our newest service offerings - IRS Red Flag Reviews - offer you peace of mind about your tax strategy. This service combines a red-flag review that replaces sketchy, high-risk strategies with proven, legitimate tax saving strategies. This ensures you stay on the IRS’s good side while still saving the maximum amount of tax.

Optimize Performance

  • Simply put - your business is an investment of your time, energy and money. Don’t waste all of your hard work trying to manage an ineffective team with cobbled together systems and unclear processes. Your company needs clear expectations, clear processes and to maximize the return on the investments you’ve made in technology, systems, marketing and people. The Optimize pillar of our proven ProfitWise360 framework is what truly sets our firm apart from other accounting firms. Click below to explore -

  • Have you ever considered how much your losing every day due to:
    (1) Ineffective team members

    (2) Inefficient processes

    (3) Rework and quality control problems

    (4) Putting out fires

    (5) Unclear targets

    (6) Unreliable systems

    (7) Not understanding your numbers

    (8) Employee Turnover

    (9) Weak company culture

    (10) Wrong people in the wrong seats doing the wrong things

    The list goes on…what would you add to it?

    Ready for a change? Contact us today - don’t wait - coaching spots are limited.

  • Remember, our three pillars? First, align, then secure, then optimize.

    We do these things in the right order so that we are not optimizing the wrong things. Why optimize an inefficient process? Why optimize marketing for an unprofitable product or service? We must get your team in alignment with you and your market. Then they have a North Star to always guide them in their autonomous decisions. After we nail down alignment, we turn to creating financial security by figuring out market relevance in the eyes of customers. Now we know what to sell, how to price it and how to market it. Finally, we can start optimizing the systems, people and processes to complete your business transformation.

  • We offer stand alone QBO services to optimize your tech stack. Our newest service is a one-time QBO App Scout - where we research the integrations that are available to enhance your QBO system and then create a recommendation report and deployment strategy. We are the app experts, let us handle the tinkering and report back to you our findings!

  • Another new service we offer starting in 2024 - we will automate your QuickBooks Online accounting system so that you spend a minimal amount of time entering and paying bills, doing payroll, reconciling accounts and invoicing customers. Technology is advancing at a rapid pace. We keep up with it so you don’t have to!