Your Future Website
A personalized concept showing how your firm could better communicate its value, showcase its expertise, and attract the clients it wants to serve.
Year-round accounting & advisory for small business entrepreneurs
Your business is growing. Are your numbers keeping up?
Paul, Cox & Todd gives small business entrepreneurs one year-round team for accounting, tax, payroll coordination, and the decisions that come with hiring, expanding, or planning an exit.
David Todd, CPAFounding Member
Margaret Todd, CPAMemberMembers Chris Henson and James Connolly, Director Elizabeth Cline, and the wider team keep client work moving.
For small business entrepreneurs
One team for the business behind the owner.
Growth-minded small business entrepreneurs
Monthly accounting, payroll coordination, and advisory suit owners who are hiring, expanding, and deciding all year.
Established owners planning a transition
Exit planning is already a listed service — the highest-value conversation an established owner can have.
The year-round relationship
Accounting, tax, and guidance that stay connected.
Accounting & Bookkeeping
Reliable monthly reporting, general ledger setup, and payroll coordination—so owners always know how the business is doing.
Scope and pricing are confirmed in a conversation with the firm. No proposed package prices are shown.
How a visitor becomes a client
From first question to the right conversation.
Eight employees, steady demand, and a big hiring decision ahead. The owner wants to know whether the numbers support it—and whether Paul, Cox & Todd is the right team to help.
Ask the firm a question
Can you help me decide on a key hire?
Yes. The firm’s business advisory services cover growth decisions like hiring. A conversation would start with your monthly numbers, cash flow, and margins.
A short fit check
03 · Onboard — after the conversation, the steps below show exactly how the relationship begins.
A clear beginning
From first conversation to the first monthly close.
- 01Start a fit conversation
- 02Agree on scope and pricing
- 03Complete secure portal onboarding
- 04Review the first monthly close
One human owner keeps the handoff clear. Documents and onboarding tasks stay in the secure client portal.
Answers from the firm’s Insights
Questions business owners are already asking.
Proposed article topics—not claims about existing articles. Explore the firm’s real Insights library below.
Can I afford to hire my next employee?+
A proposed answer pairing the firm’s advisory experience with the payroll, cash-flow, and margin questions behind a key hire.
What is my business actually worth?+
A proposed answer about financial statements, valuation drivers, and how exit planning starts years before a sale.
How do I pay less tax without surprises?+
A proposed answer connecting clean monthly books, entity structure, and proactive year-round tax planning.
Local expertise, ongoing relationships
Rooted in Winston-Salem and the Piedmont Triad.
A visible team, 25+ years of continuity since 1999, and real educational expertise. Approved client stories would strengthen this experience; none are invented in this concept.
Let’s talk about your business
What’s the next decision for your business?
Start with your goals. Discuss the year-round relationship and the right scope for your business.