Cornerstone CPA Solutions, LLC

About Us

Cornerstone CPA Solutions is your CPA Firm of Choice for personalized, professional accounting and tax services. Based in Petoskey, the heart of Northern Michigan, we proudly extend our services to Harbor Springs, Charlevoix, South Carolina (Hilton Head Island and Bluffton), and even clients nationwide. Our boutique approach delivers tailored tax, accounting, and advisory services for small businesses, non-profits, and individuals with business or investment interests.

We offer comprehensive and experienced professional solutions, all managed from Petoskey.

Accounting and Controllership: Inclusive of bookkeeping, we offer attentive financial management for small businesses and non-profits.

Tax Planning and Preparation: We strive to offer the most proactive tax planning and preparation services possible, with a practical approach to maximize your tax benefits while minimizing your risk exposure.

Advisory Services: Support for your business management and financial decisions, including oversight and controllership functions.

As your CPA Firm of Choice based in Petoskey, we have always prioritized client service quality and connections:

Boutique Approach: We maintain a smaller, select client base to maximize relationships, ensuring attentive services to clients heavily located in Northern Michigan and South Carolina.

Responsive Support: We choose to disrupt the accounting profession’s status quo reputation of being impersonal and unresponsive. Instead, our focus is offering distinctly elevated levels of accessibility, communication, and turnaround.

Reach: Leveraging modern technology and CPA licensure in Michigan and South Carolina, we provide services to clients virtually across the United States or in-person in Petoskey and Harbor Springs. Our clients, from Hilton Head Island, SC to Colorado and Virginia, demonstrate the value of our personalized, flexible CPA services.