Why Beltran CPA?

✅ Strategic Mindset – We solve problems with logic, not guesswork.

✅ Tech-Driven Efficiency – We implement automation that saves time and reduces stress.

✅ Bilingual Services – Fluent in English and Spanish, we serve a diverse client base.

✅ Virtual & Flexible – Work with us from anywhere, on your schedule.

✅ Trusted Partnership – We treat your business like our own, providing consistent insight and real value.

FAQ's

Frequently Asked Questions

Q1: What types of clients do you work with?

We work with both individuals and businesses across a variety of industries, with a focus on startups, small businesses, and mid-sized companies. Whether you're just getting started or looking to scale, we provide solutions tailored to your goals.

Q2: Do you offer virtual services?

Yes! We are a fully virtual CPA firm, which means you can work with us from anywhere. Meetings, document sharing, and support are all handled securely online. If needed, in-person meetings can be arranged.

Q3: What makes Beltran CPA different from other firms?

We combine strategic thinking, real-world experience, and cutting-edge automation tools to solve your most important financial challenges. Our advice is grounded in logic and focused on helping you make more, keep more, and reduce stress.

Q4: Do you provide bilingual services?

Yes! We are proud to offer services in both English and Spanish, ensuring clear communication with all our clients.

Q5: How are your services priced?

Our pricing varies depending on the complexity and scope of your needs. After a discovery call, we’ll provide a custom quote. We’re transparent and value-driven—our goal is to provide high ROI, not just hourly work.

Q6: What does a Virtual CFO do?

A Virtual CFO provides high-level financial guidance without the full-time salary of a traditional CFO. We help with cash flow management, budgeting, strategic planning, forecasting, and provide ongoing financial insight to help you grow profitably.

Q7: Can you help with tax strategy, not just tax filing?

Absolutely. We specialize in proactive tax strategy—that means working with you throughout the year to structure your finances for maximum tax efficiency, not just filing once a year.

Q8: What’s the first step to get started?

Start by booking a discovery consultation with us. We’ll discuss your goals, evaluate your current situation, and recommend next steps tailored to your needs.

Client Reviews

Discover what our clients think about our service

"We had struggled for years with inefficient bookkeeping and reactive tax planning. Since partnering with Beltran CPA, we’ve significantly improved our profitability—and we actually look forward to tax season now."

Brian M. - Small Business Owner

"Beltran CPA helped streamline our accounting and implement AI tools that saved us both time and money. We now have better visibility into our finances and a clear strategy for growth."

Sarah L. - Tech Startup Founder

★★★★★

★★★★★

★★★★★

“Their Virtual CFO service has been a game-changer. Thanks to Albert, I have access to high-level financial advice without hiring a full-time executive. Beltran CPA is a trusted partner in our long-term strategy.”

Daniel K. - Manufacturing Company CEO

★★★★★

“El equipo de Beltran CPA nos ayudó a automatizar nuestros procesos contables y nos dio una estrategia fiscal clara. Ahora podemos concentrarnos en hacer crecer el negocio con tranquilidad.”

María R. - Empresaria