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NexusWorks, LLC
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Accounting and advisory firm for growing businesses

Your Financial Operations. Connected for Growth.

NexusWorks brings bookkeeping, tax strategy and CFO-level financial advisory together in one coordinated system — helping growing businesses gain financial clarity, strengthen compliance and make smarter decisions.

  • Licensed CPAs
  • Authorized IRS e-file provider (ERO)
  • QuickBooks Online ProAdvisor
NexusWorks CPA reviewing financial reports with a business owner
Books · Tax · CFOOne coordinated CPA team

Trusted by businesses in healthcare, construction, technology and automotive

$400K+ tax impact identified across our client base (2023)

  • Universal Digital Health Care (UDHC)
  • Stella Construction
  • American TelePhysicians
  • SmartClinix
  • NeuroX
  • Shifa4U
  • Balance
  • Mind Body Healing Center (MBHC)
  • Cheema Auto & Collision Center
  • EndoCyclic Therapeutics
  • Synviz

The coordination problem

Your financial data should work together.

Most growing businesses don't have a tax problem — they have a coordination problem. When the bookkeeper, the tax preparer and the person planning cash flow never talk, every decision is made with part of the picture.

  1. 01

    Disconnected bookkeeping

    Records get entered but don't produce the reporting or context owners need to decide with confidence.

  2. 02

    Reactive tax planning

    When tax work only happens at filing time, the options that needed planning during the year are already gone.

  3. 03

    Limited financial visibility

    Without forecasts and margin reporting, cash flow, profitability and upcoming obligations stay hard to see.

The Unified Financial Triangle

One connected financial system. Three essential functions.

Your bookkeeper, CPA and CFO work from the same numbers, on the same calendar — so each function makes the other two better.

bookkeeping, tax and CFO advisory connected as one system
  1. Bookkeeping & Financial Management

    Financial records, reconciliations, reporting and day-to-day operational visibility.

    → Clean books inform tax planning

  2. Tax Planning & Compliance

    Year-round tax planning, preparation, filing and ongoing compliance support.

    → Your tax position shapes the forecast

  3. Fractional CFO & Financial Advisory

    Forecasting, budgeting, cash flow planning, performance analysis and strategic decision support.

    → Forecasts guide what gets recorded next

Services

Financial services designed to work together.

Use one service or all five. Each is delivered by CPA-level professionals and built to plug into the rest of your financial system.

Why NexusWorks

More than accounting. A financial partner for growth.

You get one accountable team instead of three vendors — and the numbers to back every decision.

About NexusWorks

Integrated expertise

Bookkeeping, tax and financial advisory are coordinated by one team, on one set of numbers.

CPA-led guidance

Led by licensed CPAs, including Big Four (PwC) experience, with an authorized e-file provider and QBO ProAdvisor on the team.

Decision-ready reporting

Reports explain what changed and why — clear financial insight, not just a balance sheet export.

Structured processes

Assessment, planning, implementation and quarterly optimization follow a defined, repeatable method.

How it works

A clearer path to financial clarity.

Every engagement follows the same four stages, so you always know what happens next and who is responsible for it.

  1. STEP 01

    Assess

    A strategic financial assessment of your business, current operations and challenges.

  2. STEP 02

    Strategize

    Set priorities across bookkeeping, tax strategy and financial management.

  3. STEP 03

    Implement

    Align systems, set up reporting and workflows, and complete compliance work.

  4. STEP 04

    Optimize

    Quarterly reviews and ongoing advisory as your business evolves.

How we protect quality

Our working commitments.

Multi-tier CPA review

Work is reviewed at more than one level before it reaches you or a tax authority.

SOC 2 Type II infrastructure

Client data is held on secure, SOC 2 Type II-audited infrastructure.

On-time delivery

Deadlines are tracked on a shared calendar across books, tax and advisory.

Zero data breaches

No data breaches since the firm was founded.

Case studies

Turning financial complexity into clarity.

All case studies
BookkeepingTwo-entity health technology group · 2020–2025

Six years of QuickBooks cleanup, proven in phases

Challenge
No returns had been filed since formation, so every year had to be rebuilt from the first transaction across all bank, card and loan accounts.
Work performed
2020–2021 were completed first as a proof phase the founder could inspect, then 2022–2025 with full reconciliations for both entities.
Outcome
Six years of reconciled books, tax-ready trial balances and intercompany balances that agree between entities.
Read the case study

Tax compliance · Real estate

Five years of unfiled returns for 30+ LLCs

All federal and state returns for 2021–2025 were filed two weeks ahead of the IRS response date.

Read the case study

Tax compliance · Healthcare

One tax calendar for a four-entity healthcare group

2025 returns for an S corporation, a nonprofit and two technology companies, each filed by its own deadline.

Read the case study

Client voices

What clients value about working with us.

Free consultation

Let's talk about your business finances.

Tell us about your business and financial priorities. We'll explore whether NexusWorks' services are a good fit for your needs.

Prefer a time slot? Book a 15-min call

Please don't include tax IDs, account numbers or other sensitive financial details.

FAQ

Frequently asked questions.

Can't find your answer? Contact our team.

NexusWorks is a Los Angeles-based CPA firm providing bookkeeping and financial management, tax planning and strategy, tax filing and compliance, fractional CFO services and financial systems integration for growing businesses in California and across the U.S.

Ready to connect your books, tax and strategy?

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