Your one-stop shop for all your accounting needs.
In light of the Covid-19 pandemic, all of my services can be performed remotely. Please call me at 336-682-1967 or via email at connormalatesta@cwgmcpa.com if you have any questions, concerns, or needs.
Grow your business, not your books
Are you tired of spending countless hours trying to reconcile your books to no avail? Are you unsure what your company’s financial position actually looks like? Let me help you get everything sorted. Reach out for a free consultation so you can spend more time building your business, and less time worrying about tracking expenses.
Data Driven Decisions
In today’s data driven environment, the ability to adapt to rapidly changing circumstances is essential. With Covid-19 radically changing almost all facets of business, it’s more important than ever to have access to the data that you need to make good decisions for your business.
A Good Starting Point
Unsure of where or how to begin to clean up your accounting? Whether you’ve been tracking everything through excel documents, bank statements, or simply think that you are under-utilizing your current accounting software, I can help. While I am partnered with QuickBooks, Xero, and Zoho, my background in IT means I can hit the ground running with any system that you are utilizing.
My Services
Taxation Consulting, Tax Return Preparation, and PPP/EIDL Loans
Whether you need tax advice for a particular area of your business, assistance with your tax filings, or other general tax questions, I am here to help.
If you have been economically hurt from the Covid-19 Pandemic and need assistance in applying for the Paycheck Protection Program (PPP) or the Economic Injury Disaster Loan (EIDL), or you have already secured PPP/EIDL funding and now need assistance either with forgiveness (PPP) or record keeping (EIDL), I can guide you through the process.
Bookkeeping and Payroll
Regardless of your accounting platform of choice, I can provide data entry, account reconciliations, period end reviews, and answers to all of your general accounting questions.
I also offer full-service payroll through my partner company, Gusto. Gusto automatically handles all of your payroll tax filings and makes the payroll process quick and easy, leaving you more time to focus on your business.
Need to get started immediately with payroll? Click the button below to be taken to Gusto’s website where you can sign your company up for payroll via my firm. Register your company and we can hit the ground running.
Business Consulting, Audit Prep, and M&A Due Diligence
A first-time audit for an unprepared company can be a very time-consuming and expensive process. I can help you analyze your internal controls and supporting documentation policies to identify and fix any problem areas.
I offer general business consulting services including financial reviews, key metric indicators, business plan write-ups, and process improvements, as well as financial statement preparation for those that need professional financial statements for a third party.
For those in the private equity space, I also offer Financial Due Diligence. Whether you need another set of eyes to evaluate a target to ensure nothing is missed or if the target acquisition has never had a functioning accounting system and needs assistance in obtaining accurate numbers, I can help.
Client Testimonials
“
Connor has been terrific to work with! Over the past few months, Connor has come in and made a positive impact with our business. If you are looking for someone that is skilled with QuickBooks, I highly recommend you contact him.
Tommy K.
Owner,
Crown Screening
“
Connor was great to work with. He did an exceptional job working in Quickbooks online to get my books in order. He also took the extra step to make sure any errors and work from previous book keepers was remedied. His tenacity to go above and beyond gave me the confidence to hire him on an ongoing basis.
Jesse C.
Owner,
Cruz Street
About Me
Prior to starting my firm, I worked as a financial auditor for a top 20 CPA firm. Eventually one gets tired of being the bad guy, and I started my practice so that I could actually help my small business clients without the constraining red tape involved in an audit. While I no longer audit I approach all of my work with an audit mindset, which means I begin my work by obtaining an understanding of your business, from the particulars of the industry niche that you are in to your actual day to day operations. This allows me to tailor my services to your specific needs rather than a one size fits all approach.
Education
Bachelor of Science in Accountancy and Computer Science – Wake Forest University
Master’s of Science in Accountancy – Wake Forest University
Professional Affiliations and Certifications
Licensed Certified Public Accountant (CPA)
Certified Information Technology Professional (CITP)
Member of the North Carolina Association of Certified Public Accountants (NCACPA)
Member of the American Institute of Certified Public Accountants (AICPA)