Polar Star Financial CPA

Accounting & tax services

Stress‑free bookkeeping and tax for growing businesses.

We handle your books, payroll, and tax strategy so you can focus on running your business, not reconciling accounts at midnight.

  • • Monthly bookkeeping and real‑time financials
  • • Tax planning to minimize what you owe — not just file forms
  • • Support for LLCs, S corps, and real estate investors
Schedule your free 20‑minute call

No pressure, no jargon — just clear guidance on your numbers.

Trusted by Ohio business owners in trades, professional services, and real estate.

Get your custom quote

Tell us a bit about your business and we'll send clear pricing within 1 business day.

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Results for business owners

"I finally know my numbers."

"We went from messy spreadsheets to clean monthly reports and proactive tax planning. I save hours every month."

Owner, local contracting business

Clean books in 60 days.

"They cleaned up two years of backlogged bookkeeping and handled our S corp election without drama."

Managing member, real estate LLC

Lower tax bills.

"With quarterly planning, we stopped overpaying estimates and actually understand our tax position before year‑end."

Consultant, professional services

Services tailored to your business.

Choose ongoing support, project work, or a complete done‑for‑you finance function.

Monthly bookkeeping

Accurate, up‑to‑date books so you always know cash, profit, and what you owe.

  • • Monthly reconciliations
  • • Clean P&L, balance sheet, and cash flow
  • • QuickBooks / Xero setup and cleanup

Best for businesses with regular monthly revenue.

Tax planning & preparation

Proactive strategies plus accurate, on‑time filings for federal, state, and local returns.

  • • Business and personal returns
  • • S corp elections and entity strategy
  • • Quarterly estimate planning

Ideal for owners who want to pay less tax legally.

CFO & advisory

Financial guidance for hiring, expansion, and cash flow decisions without a full‑time CFO.

  • • Budgeting and forecasting
  • • KPI dashboards and reporting
  • • Scenario planning for growth

Great for businesses preparing to scale or raise capital.

Who we help

Service‑based businesses

Contractors, agencies, and consultants who need clean project‑level numbers and clear cash flow.

Real estate investors

Single‑property owners to multi‑entity portfolios needing entity structuring and tax‑efficient planning.

Online and local retailers

Ecommerce and brick‑and‑mortar shops juggling inventory, sales tax, and multiple sales channels.

How it works

Step 1

Discovery call

We learn about your business, current setup, and goals, then outline options that fit your stage.

Step 2

Clean‑up & onboarding

We clean your books if needed, set up secure data access, and implement your reporting rhythm.

Step 3

Ongoing support

You get consistent reporting, proactive tax planning, and answers to your questions as they come up.

Simple, transparent pricing.

Fixed monthly packages based on transaction volume and complexity, so there are no surprise bills.

Custom quotes available for high‑growth and multi‑entity groups.

Starter

From $300/mo

For solo owners and lean teams with straightforward needs.

  • • Up to 100 transactions / month
  • • Monthly financial statements
  • • Email support
Talk about this plan

Most popular

From $600/mo

For growing businesses wanting bookkeeping plus tax planning.

  • • Up to 300 transactions / month
  • • Monthly calls to review numbers
  • • Annual business + personal returns
Book a consult

Growth

Custom

For multi‑entity groups, complex inventory, or CFO‑level support.

  • • Tailored scope and reporting
  • • Dedicated advisory time
  • • Support for multiple entities
Request custom quote

Common questions

Do you work with clients outside Ohio?

Yes. We primarily serve U.S.‑based businesses and can handle federal returns plus many state filings. For highly specialized local issues, we may collaborate with in‑state partners.

What software do you use?

We typically work in QuickBooks Online and Xero, and we can integrate with common tools for payroll, invoicing, and ecommerce.

Is my financial data secure?

We use secure, encrypted portals and industry‑standard tools for document sharing and access. We never share your information with third parties without your consent.

Ready to stop worrying about your books?

Share a few details and we'll follow up within 1 business day with next steps and a clear proposal.

You'll get a confirmation email with a calendar link to choose a time that works for you.