Virtual Accounting
& Bookkeeping CPA
The financial clarity you need to prosper.
Our managed bookkeeping and accounting solutions remove the
guesswork, keep your books in order, and help you make smart decisions.
- Accurate, Up-to-Date Bookkeeping and Financial Records
- Detailed Reports & Expert Guidance
- Save Time and Reduce Stress
- Gain a Clear Picture of Your Finances
MI Tax CPA Virtual
Accounting Services
Full service monthly bookkeeping and financial statement preparation allows you to get a clear picture of your finances to stay on track toward your goals and keep your back-office organized.
Managed bookkeeping & Accounting Services
Dedicated Accounting Manager
Monthly P&L, Balance Sheet & Statement of Cash flows
Collaboration Portal & Dashboard
QuickBooks Online experts
On-going Advisory
Full-service accounting, tax & advisory package
Quarterly tax projections
On-going tax planning & Strategy
Effortless Integration with
Leading Platforms
Our integrations ensure your favorite tools work together for a streamlined and efficient experience.
Accounting Process
Bookkeeping Doesn’t Have To Feel Stressful
Few things are as stressful as unorganized records and unreliable financial reports, especially during tax season. Let us be an extension to your back-office to ensure a smooth and streamlined accounting process.
1 Initial Consultation & Intake
We start by getting to know your unique needs and goals. During this consultation, we’ll review your current financial systems, identify challenges, and ensure we align with your expectations.2 Implementation
Once we understand your needs, we’ll set up or refine your back-office accounting processes to maximize efficiency and ensure everything is tailored to your operations.We will also identify tax strategies to save money in taxes.3 Ongoing Support
We’re not just here for the setup; we’re your partners for the long haul. Our team provides consistent oversight, handling day-to-day accounting tasks and making sure our solutions scale with your needs.Pricing
All-In-One Tax, Bookkeeping &
Advisory Service Package
|
Services |
Starting at $1,295/month |
|---|---|
| Dedicated Manager |  |
| Secure Collaboration Portal & Document Storage | |
| Monthly Bookkeeping & Account Reconciliations | |
| Monthly P&L, Balance Sheet, and Statement of Cash flows | |
| On-going Tax Planning Support & Advisory | |
| Semi-annual Check-ins and Estimated Tax Projections | |
| 1099 Contractor Filings | |
| Business Tax Preparation | |
Industries
Industry Highlights
Service Business
Whether you’re a marketer, coach, lawyer, engineer, or consultant, we provide comprehensive bookkeeping and accounting support tailored to your needs and the nuances of your field. We make sure all expenses and revenues are captured and organized in QuickBooks so you are always ready for tax preparation and planning.
Dental & Healthcare
Fully managed bookkeeping and financial statements tailored to the dental and healthcare industry. On-going advisory and related strategies are designed to minimize taxes and keep more of what you make. We handle the accounting and tax details so you can focus on taking care of your patients.
Real Estate
Stay on top of property expenses, rental income, and tax deductions with accurate and reliable bookkeeping. Stay up to date with all of the numerous tax strategies to free up your cash flow to help build wealth and portfolio growth.
Cannabis
Navigate financial complexities, track expenses, and ensure your business complies with evolving regulations. Maintain generally accepted accounting principles with cannabis cost accounting with a focus on cost of goods sold and inventories. We help our accounting clients with support through their annual financial statement AFS report with the CRA. We also prepare cannabis AFS reports for our clients who we don’t do bookkeeping for.
Retail
Juggling inventory, cash flow, and profit margins can be challenging. We provide actionable insights and accounting support to help you grow your retail business.
Franchises
Managing multiple locations requires scalable financial solutions. We simplify your accounting processes, track performance, and ensure seamless financial reporting.
Case Studies
How Our Tax Solutions Work
For Our Clients
Discover how MI Tax CPA has helped businesses and individuals simplify their taxes, maximize their savings, and achieve financial peace of mind.
Team
Meet our Team
Ramy Hakim CPA
Founder
Ramy founded MI Tax CPA in 2018 after gaining valuable experience at both small and Big Four firms. Driven by an entrepreneurial spirit and a passion for helping small and mid-sized businesses, he saw a growing need for an all-in-one package for personalized tax planning, bookkeeping and advisory services for businesses and high net-worth individuals. Ramy's primary focuses are advanced tax saving strategies, firm development, and driving firm growth through relationships and strategic planning.
Outside of work, Ramy enjoys spending time with family and friends, golfing and traveling.
Velencia Yaldo CPA
Manager
Velencia is a seasoned certified public accountant and possesses a master’s in taxation. She’s made a significant impact on the growth of our firm and demonstrates exceptional leadership skills. In addition to providing world-class accounting and tax advisory services to our clients, Velencia plays a big role in the training and development of our staff, optimizing processes, and keeping us up to date with the latest cutting-edge technology and tools in the industry.
Outside of work, Velencia enjoys spending time with family, staying active, and traveling.
Robert James
Senior Associate
Robert James is a senior accounting advisor, focusing on client accounting, tax, and advisory services. With over 15 years of high-level senior accounting and leadership positions, Robert brings his expertise and technical accounting skills, applying these best practices to support his clients. He helps clients understand their financial reporting so they can make well-informed decisions.
Outside of work, Robert enjoys spending quality time with his family, exploring new destinations through travel, and unwinding with a good book.
Cooper Gammon
Associate
Cooper served in the U.S. Army for six years before pursuing a bachelor’s degree in accounting and is now working towards obtaining his CPA license. Since transitioning into the accounting field, Cooper has spent the past year and a half specializing in small to mid-sized business tax and individual tax preparation and planning. Passionate about helping clients navigate complex tax matters, Cooper strives to provide personalized support that helps business owners and individuals achieve their financial goals.
Outside of work, Cooper enjoys staying active through sports and fitness, and spending quality time with family.
Renee Sawa
Operations Manager
Renee brings more than 15 years of experience in administrative support and project management, working closely with C-suite executives across the insurance, information technology, and consulting industries. At MI Tax CPA, she is dedicated to driving operational efficiency and delivering exceptional client service.
Outside of work, Renee enjoys diving into a great book, weightlifting, boating, and making memories with her family.
Mary Bernadette
Associate
Dette has been working in the accounting industry for over 9 years, specializing in bookkeeping for small to mid-sized businesses across various industries. With experience using modern, in-demand accounting software, she delivers accurate and efficient financial support tailored to each client’s needs. Outside of work, Dette enjoys traveling, reading, and staying connected to nature. She is also actively involved in her Catholic ministry, finding balance through faith, service, and personal growth.
Why Mi Tax CPA
Get The Expert Accounting And Personalized Support
You Deserve
Tell us more about your accounting needs and get a free quote in 24 hours.