The basics…

Cornerstone CPA Solutions is a modern, boutique CPA Firm of Choice based in Petoskey, MI, heavily serving Northern Michigan (Petoskey, Harbor Springs, Charlevoix) and Coastal South Carolina (Hilton Head Island and Bluffton).

We offer personalized and comprehensive accounting, controllership, tax planning and preparation (compliance), and advisory services to:

• Small businesses
• Non-profits
• Individuals with business and investment interests

Why is Cornerstone CPA Solutions a CPA Firm of Choice?

My intent as owner of Cornerstone CPA is to adhere to our mission statement. I do so by maintaining a smaller yet high quality client base that values our high caliber, client-centric services. Critically, we are not a Firm with 500+ clients where clients simply become a number and revenue figure–we are intentionally selective with clients so we can form very personal relationships to serve you to the best of our abilities and when you call, we know your name and situation without having to reference data files. It is why we consider ourselves a boutique Firm and offer all-inclusive services to a more limited client base. Communication is prompt and effective. Ultimately, Cornerstone CPA strives to provide an unparalleled level of service within the public accounting profession. We strive to break the profession’s well-known and terrible habits.

Headquartered in beautiful Petoskey, Michigan, Cornerstone CPA Solutions provides professional services to small businesses, non-profits, and individuals. Geographic constraints? Not within the United States! Clients are located all over the United States, including South Carolina, Georgia, North Carolina, Virginia, Michigan, Colorado, and beyond. Cornerstone is highly technology oriented. It is because of that technology, in conjunction with mobility of CPA licensure in South Carolina and Michigan, that we are able to virtually and securely serve clients in the United States from any location with high-speed internet access. And when you need an in-person meeting? We come to you!

I invite you to browse our website and learn more about how and why we can forge a mutually beneficial relationship, as your CPA, accountant, small business consultant, tax preparer, tax advisor, and beyond. To take your first step in partnering with us, please submit an inquiry by completing a brief assessment form.

Sincerely,

Greg Bennett, CPA
Owner