Accounting

Company Overview

Baum CPA LLC specializes in providing accounting, payroll, tax, and advisory services tailored for businesses financed through Roll-Over as Business Startups (ROBS) arrangements, which are commonly used by franchise owners to fund new ventures using retirement assets. The firm focuses exclusively on the unique compliance and financial needs of franchises and small businesses using this funding model, supporting clients from initial setup through exit strategy.

Services Offered

• ROBS arrangement-specific accounting, tax preparation, and ongoing compliance support
• Specialized bookkeeping with multiple cadence options (monthly, quarterly, annual)
• Payroll management for franchises and ROBS shareholder reporting, integrated with QuickBooks Online
• Advisory and consulting for tax strategy, regulatory compliance, IRS issue resolution, and exit planning

Value Proposition

• Industry Specialization: Exclusively serves businesses financed through ROBS structures, including franchises and startups across all industries that utilize this funding model.
• Key Benefits:
  • Provides fully integrated accounting, payroll, and tax services under one flat monthly fee, streamlining financial operations for franchisees.
  • Ensures strict IRS and operational compliance for ROBS-funded C-Corporations, minimizing risk and avoiding costly errors.
  • Delivers franchise-focused advisory, including personalized video explanations for tax returns and proactive exit strategies to maximize ROI.
• Franchise Expertise: Recognized by numerous franchise operators and ROBS-funded business owners for knowledgeable support, with client testimonials highlighting deep understanding of ROBS arrangements and franchise challenges. Features tailored resources and consulting specifically optimized for franchise systems and ROBS arrangements.