10 Things Our Most Successful Clients Do Differently
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Transforming Visions into Achievements.
Unlocking Your Business Potential with Unwavering Support
You launched your business driven by a deep passion for your work. We recognize that passion and are committed to helping you maintain your focus on excelling in your industry!
Welcome to Modern CPAs®, the leading firm in Newport Beach dedicated to empowering entrepreneurs with holistic financial solutions. You launched your business with a deep passion, and we recognize and support that zeal, helping you maintain your focus and excel in your industry. Leveraging the latest technology, we offer comprehensive business advisory, financial planning, accounting, and tax services, rooted deeply in our core values of integrity, humility, and collaboration.
Our mission is to simplify your financial landscape so you can concentrate on what you do best—growing your business. Let us handle the complex financial details with a focus on propelling your success forward. Join us at Modern CPAs®, where your vision is our mission, and together, we will chart the course to continued success, backed by a team as invested in your vision as you are.
What we do
Let Us Take the Stress Out of Running Your Business
WHO WE SERVE
Life's Better When People Understand Your Needs
Professional Services Businesses
We are committed to helping professional service providers build successful enterprises.Learn more
Women-Owned Businesses
We take the pain out of accounting, because we handle the work for you.Learn more
Service-based Businesses
We make outgoing payments on time and seamlessly manage your cash flow.Learn more
Real Estate
We are your experts on accounting for the real estate profession.Learn more
Modern Masters Group
At Modern CPAs®, we are committed to continuous growth and staying at the forefront of innovation in accounting and advisory services. That’s why we joined the Modern Masters Group from Rightworks in 2024.
This exclusive community connects forward-thinking accounting firms across the country to share best practices, collaborate, and leverage the latest technology to better serve clients.
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Accounting Data Security By Cloud Protect
The Accounting Data Security Standard (ADSS) is a gold standard in data protection for accountants, worldwide. Brought to you by Cloud Protect.
It’s all part of our commitment to clients to protect their data as if it were our own and take care of its management - we recognize the trust you’ve placed in us and we want to honor that trust as best we can.
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Certified Tax Coach (CTC)
At Modern CPAs®, we go beyond traditional tax preparation. As a Certified Tax Coach (CTC) firm, we provide advanced, proactive tax planning strategies designed to reduce your tax burden and maximize your savings.
Our goal is simple: help business owners, entrepreneurs, and high-net-worth individuals keep more of what they earn through smart, legal, and forward-looking strategies.
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The small business owner’s guide to inflation
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From the firm: Navigating business complexities with confidence
From the firm: Navigating business complexities with confidence
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