Outsourced accounting and tax services for small business owners
Catreal Wood, MBA · Founder, CEO, QuickBooks Certified ProAdvisor · Cleveland, Ohio, United States
1+
Team
4
Services
Cleveland, Ohio and nationwide virtual
Service area
CBW Accounting & Tax for Small Business is a boutique accounting firm led by founder and CEO Catreal Wood, an MBA-holder and QuickBooks Certified ProAdvisor dedicated to helping small business owners in Cleveland and across the United States. The firm specializes in integrated outsourced accounting services that combine bookkeeping, tax reduction planning, and CFO-level guidance in one comprehensive model. CBW works with small businesses, independent contractors, owner-operator trucking companies, realtors, landscapers, and other service-based businesses to establish pristine financial records, implement effective tax strategies, and provide ongoing advisory support. The service model includes monthly bookkeeping with transaction categorization and reconciliation, comprehensive tax reduction planning and implementation, business tax return preparation for all entity types (LLC, Schedule C, S-Corp, C-Corp, Partnership), monthly or quarterly financial reports and KPI dashboards, payroll management, and year-end tax filing. CBW emphasizes a proactive, year-round approach rather than reactive tax preparation, helping clients avoid overpaying in taxes and making informed business decisions. Pricing is transparent with three clear tiers based on business complexity and needs. The firm particularly values working with entrepreneurs and has helped numerous clients reduce taxes significantly, streamline their financial operations, and gain clarity around business profitability and growth opportunities.
Catreal Wood, MBA
Founder, CEO · MBA, QuickBooks Certified ProAdvisor
Credentials: QuickBooks Certified ProAdvisor
Languages: English
Serves: Cleveland, Ohio and nationwide virtual
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