8 | Wealth & Finance Q3 2024 Best CFO & CPA Services Firm 2024 - California As a certified public accountant and a registered business broker, Nexxus Proprietor Kaiden Degas, CPA is highly passionate about entrepreneurship, and it is his belief that the strength of the US’ economy stems from its small businesses and their owners that drives his work at Nexxus. With financial information serving as the very lifeblood of making informed business decisions, Nexxus’ speciality lies in its ability to faultlessly capture all of a business’ activity, spending or otherwise, through its leading-edge systems and processes. From providing tax preparation services for US citizens through to issuing 1099s and cleaning up existing books, Nexxus strives to deliver its comprehensive range of services in this sector in a way that is ethical, prizing transparency, honour, and competence at every turn. Explaining this further, Kaiden describes his firm as offering transparency when it comes to pricing, defining scope, and setting expectations; acting with honour by being responsible; and demonstrating its competence by leveraging education and skill. Adherence to these values is critical in the firm building trusted and lasting relationships, with securing repeat business being something that is becoming increasingly vital across the accounting space. Striving to maintain and develop its existing competencies as well as to constantly grow in the avenues in which it operates, Nexxus far exceeds the minimum requirements of its licences in CPA, real estate, and brokerage, possessing all of the relevant qualifications and certifications that see it serve as a beacon of trust and quality. When it comes to tax preparation, one of its primary areas of speciality, it is paramount for Nexxus to get things right the first time. Kaiden sums it up best, stating, “Clients want to come into the office, walk out with their tax returns, and not hear from the government.” To ensure that this is the case and that clients are spared of any anxiety, as well as saving the firm time and money, the highest standards are in place across this operation. Remaining reachable and responsive, Nexxus has dedicated staff at its disposal to make sure any issues are resolved. “Kaiden provides a world-class service for his clients, and I highly recommend Nexxus Financial as the one-stop shop for all of your accounting needs!” Defining the internal culture of his business as nurturing, one of Kaiden’s top priorities is training his employees. By investing a considerable amount of time into the development of its staff, the company continues to go from strength to strength. Nevertheless, Kaiden remains humble and encourages everyone across the business to do the same, maintaining the same high level of responsibility and unwavering client commitment that got it to this point to begin with. These areas continue to prove instrumental as the business seeks to evolve. Staying ahead of the curve and distinguished from its competitors is necessary in securing such growth, and Kaiden will see that this is achieved by offering operational excellence across his company’s suite of CFO and CPA services. Having to compete with big and small tax preparation firms alike, as well as with bookkeepers and small business accountants, Nexxus has created an enviable position for itself by carrying out both accountancy and tax work, which see it able to learn a lot about a client, including their circumstances and desires. Of course, since it also operates in a CFO setting, the firm is competing with other like-minded service providers, many of which are bigger companies and can thus offer more services, such as payroll or selling insurance and securities. Some of the more property-driven firms that Nexxus is up against may even offer residential real estate solutions. Each of these aforementioned fields are incredibly competitive in and of themselves, making choosing exactly where to operate of paramount importance for Kaiden in nurturing lasting success. “Kaiden is very responsive, has expert knowledge, and fair pricing. Not only that, but he was also able to find and fix several errors in my tax filings, resulting in refunds.” Moreover, since Nexxus has such an encompassing range of solutions at its disposal, it is able to collaborate with and support other firms, whether they operate in payroll, insurance, finance, or real estate. Kaiden comments, “We have many relationships with these sorts of professionals that we refer business in order to strengthen our bonds. These opportunities work well for us because our clientele is mostly small business owners and our services can be helpful to our core client base, allowing collaboration with other professionals.” Earlier this year, Nexxus took over management at another Milpitas practice, A Plus Tax Service, having acquired it back in 2021. This has not resulted in a breaking of focus in its own operation however, and having recently updated its systems, processes, and equipment, the rest of the year is set to be one of stability and security for the firm. Kaiden tells us more about what the next year looks like: “Over the rest of the year, we will largely be focusing on expanding our network with other professionals to grow our accounting practice. We will be finding businesses and commercial real estate owners that want to sell and marketing those businesses for them. Then, near the end of the year, we will bring together our seasonal team for next year to train and prepare for the next tax season. We will also be connecting with our existing clients to ask for feedback on their customer experience to see if we can improve for next year.” Apr24014 In essence, Milpitas’ Nexxus Financial Resource Ventures helps to expand, run, and sell businesses. With Kaiden Degas, CPA at the helm, the firm provides its clients with industry-leading tax strategy, planning, and preparation services, as well as offerings across the accounting, fiduciary, and commercial real estate spaces. Working with a diverse group of clients, the firm is being celebrated with this award for its remarkable CFO and CPA services in particular. We catch up with Kaiden to find out more.
RkJQdWJsaXNoZXIy MTUyMDQwMA==