CPA Advisory Group, Inc.

CPA Advisory Group, Inc. is an Accountant in Columbus, OH, located at 131 Dillmont Dr STE 200. The firm guides individuals and businesses through life’s financial challenges with a holistic, approachable style, offering tax services, QuickBooks support, and personal finance planning. Its staff includes Chief Visionary Officer Dave Krebs, Certified Public Accountant Jacob Lacher, and staff accountants Shelley Colley, Allison Cunningham, Lisa Green, Thomas Kleinfelter, and Shalini Kirti. The office is open Monday through Friday from 8:00 AM to 6:00 PM, with extended hours during tax season. The business holds a rating of 4.80 based on customer reviews.

The team approaches accounting as a relationship built on trust rather than a series of transactions. Advisors work to solve specific client challenges by moving between strategies to find the best solution. For businesses, services include small business accounting, bank reconciliation, and accounting system setup. The firm helps clients identify lost checks or unauthorized transactions, manage cash flow, and protect against fraud through timely reconciliation. They also prepare general ledgers, financial statements, and personal financial statements.

For individuals, the firm provides retirement planning, education savings strategies, disability protection, and investment guidance. They analyze assets, review income sources, and develop optimal savings plans. Services also include legacy planning to maximize estate value and minimize probate and estate taxes. Assurance services include audits and reviews of financial statements. The staff includes office administration members Leah Gall, Veronica Jeffries, and Mary Beth Royster. The firm operates as an affiliate of Close.

The business is known for its positive rating from the customers who have reviewed it. Clients appreciate the professional staff, the patience shown during tax preparation, and the approachable style of the advisors.

CPA Advisory Group, Inc. combines certified public accounting expertise with a holistic, personable approach to help Columbus clients manage their financial world with clarity and confidence.

CPA Advisory Group, Inc. is located on Dillmont Dr in Columbus, OH, near the Worthington License Agency and Lazelle Road East, both about a tenth of a mile away.

BizScoreAI gives CPA Advisory Group, Inc. a Discoverability score of 100 out of 100, which measures whether AI crawlers are allowed in and can find every page of the website, the first step before any AI assistant can recommend the business. The firm also receives a Technical score of 97 out of 100, which measures whether the website is technically sound, secure and indexable, so search engines can read it without errors.