You have goals.

Let us help you get there.

Client Portal

You have goals.

Let us help you get there.

What We Believe

Our goal at CTA Advisors is simple, we want to help people. We get excited about working with our clients and building relationships with them. We believe in being informative and clear when working with our clients. We believe in being responsive and available anytime questions or concerns arise, or even just to grab a cup of coffee. These beliefs are what help us form a lasting relationship with our clients. We want to make the complicated more manageable. We want to partner with you to make your personal finances or running your business simpler. From answering questions about your personal taxes to walking through how to start a business, we are here to help.

Who We are

CTA Advisors, LLLP is a full-service public accounting firm, serving individuals and business owners! We proudly serve clients in Northwest Arkansas and all over the country. We are experienced in a wide range of industries and occupations. We enjoy helping bring new business to life and helping those already in motion. We are here to answer your accounting, tax, IRS, personal finance and/or business formation questions.

OUR TEAM

Services

Business Startup Services

Payroll Tax Account Registrations
Business Registrations
Sales Tax Account Registrations
Account Software Setup

Accounting Services

Compliance
  • Classifying Transactions (Cash Basis only)
  • Bank Statement reconciliation and classification
  • Financial statements as requested
  • Bookkeeping kept up to date as needed
  • Credit Card reconciliation and classification
  • Email Support for classification errors
Controller
  • Bookkeeping (Cash Basis & Accrual)
  • Profit & Loss (Monthly)
  • Balance Sheets (Monthly)
  • Monthly meeting with Accountant
  • Accounts Payable

• Full Controller Service: Point of Contact for all vendors

• Bill input and remitting checks to vendors

• Weekly bank account balance notification

  • Accounts Receivable **

• Invoice monitoring

• Deposit reconciliations to A/R

• A/R Collection Assistance

  • Email/Telephone Support for Financial Statement presentation
  • Dedicated Accountant to answer questions on:

• Chart of Accounts and presentation of Financials

• Review of potential classification errors on the financial statements

Chief Financial Officer (CFO)
  • Monthly review of financial statements including:

• Benchmark comparisons

• Analytical procedures

• Prior year comparisons

• % of revenue comparisons

• NPV calculations for asset purchases as needed

  • Monthly Breakeven analysis and profit targets monitoring
  • Monthly Monitoring of Expense mitigation strategies
  • Monthly Cash flow monitoring and advising
  • Point of Contact for Financing Activities

• Loan application support

  • Monthly review of financial statements and revenue and expense centers
  • 1 meetings per month with your CPA
  • 1 meeting per month with your Accountant

Tax Services

Payroll Reporting

Business & Personal Income Tax Prep

Business & Personal Tax Planning

Nonprofit Tax Prep

New Business Consultation

Tax Issues-Resolution Services

Financial Statement

Preparation

Compilation

Projection

Pro Forma

Answers

Can I do my own books and let you handle payroll or vice versa?

Absolutely! We offer all our services to make your life simpler but were happy to take on as much or as little as you may need. Typically we find that because of our efficiency in the area of bookkeeping, payroll, and tax compliance we can do it affordably and quickly. This allows you to focus on building your business!  Our goal is maintaining a good relationship with you so that you’re comfortable reaching out with questions about anything you decide to do yourself.

What can CTA Advisors LLLP do for helping start my business?

Our initial consultation is absolutely free, and we work through a checklist of what you’ll need to get your business off the ground in a strategic and efficient way.

How do I get you my information?

There are a couple ways! The first is in person. We love chatting with are clients, you can swing by and drop off documents without the need for an appointment.  The next is our online portal, where you can securely upload your documents. We can send you a link to setup your profile. Scan and upload, or access the portal from your phone and upload a picture.

What does it cost to file my taxes?

We do our best to estimate the fee so you know what it’ll cost. Fee’s will vary by complexity of the tax return. I.e. do you have a small business, do you qualify for credits like solar, foreign income etc.. We won’t nickel and dime you, and transparency is our favorite.

Does filing an extension keep me from paying penalties?

Yes.. and No.. Extensions are designed to give taxpayers more time to “file” but not to pay.  So while you won’t get a failure to file penalty, you may still have to pay a penalty if you owe taxes. We help you estimate what your tax liability might be so that we can try and have it paid on time, even if your taxes aren't 100% ready to file.

What should I bring to my first appointment?

The simplest way for us to get a picture of what you will need for the current year is view the last tax return you filed. Also any tax documents you may have already received. If in doubt, breath easy, we’ll help you figure out what you need.