CPA firm · Louisville & Lexington, KY
See your business finances in high resolution.
Outsourced CFO help, small business accounting, Xero™ support and year-round tax planning — led by Kevin Roberts, CPA, and built so you can maintain cash flow, cut what you don’t need and spot where to grow.
Every consultation comes with our free guide, Business Tax Strategies with One Big Beautiful Bill.
Business snapshot Whole story
- Cash flowMaintained
- Unnecessary expensesFlagged
- Growth opportunitiesUncovered
- Tax strategyIn place
- Licensed CPAKentucky, since 1996
- Owner-ledOwn firm since 2008
- AICPA memberFor over 15 years
- Certified Tax PlannerAICTP member
- Certified Xero™ partnerSetup & support
- Two officesLouisville · Lexington
Accounting & tax services
One firm for the numbers, the plan and the return.
At Roberts CPA Group we have a talent for working with small business owners. Pick a service to see what’s included.
Part-time CFO & controller
Outsourced CFO
CFO-level guidance without the cost of a full-time hire. We learn your business, listen to your short- and long-term goals, and build the financial analysis that moves performance forward.
- Part-time CFO services
- Interim CFO or controller
- Strategic business planning
- Cash flow management
- Financial analysis and reporting
- Mergers, acquisitions and due diligence
- Raising capital
- Training for in-house bookkeepers
Accounting & bookkeeping
Small business accounting
Regular reports that give you an accurate snapshot of how the business is doing, and strategies that save money at tax time. We have your back all year long.
- Bookkeeping and outsourced bookkeeping
- Financial statement preparation
- Budgeting and forecasting
- Monthly closings and reconciliations
- Accounts payable and receivable
- Payroll services
- Business consulting
Proactive, year-round
Tax planning
We consider your structure, industry, investments and debts, then watch for law changes that open a chance to reduce your taxes — so you never pay more than the law requires.
- Tax reduction planning for small businesses
- Income tax planning for individuals
- Alternative minimum tax planning
- Multi-state tax compliance
- Succession planning
- Estate tax planning
Individuals & businesses
Tax preparation
Software puts numbers in boxes. A real CPA looks beyond compliance for every appropriate break — for S corps, C corps, LLCs and the people who own them.
- Business returns — corporate, LLC and more
- Individual tax returns
- Multi-state business returns
- Estate tax returns
- Form 990 returns for nonprofits
- Expatriate returns and FBAR filing
- Quicker refunds with e-file
Certified Xero partner
Xero™ setup & support
We perform the initial Xero setup for business clients and stay on call when questions come up — from complex transactions to data that just isn’t adding up.
- Xero software setup
- Account mapping done right
- Custom invoice templates
- Responsive support by phone or email
- Time-saving shortcuts
- Data file review and clean-up
New business advisory
Business incorporation
Your entity choice affects personal risk, dividends and taxes. We walk through the pros and cons of a C corp, S corp or LLC and build a tax strategy that fits the structure.
- Entity selection — LLC, S corp, C corp
- Business plan development
- Tax planning for new businesses
- Small business accounting set-up
From a quick glance to the whole story
Making the best financial moves takes more than a quick glance.
To get the whole story, you need a high-resolution picture of your business finances. We bring that level of clarity to your accounting — then show you how a strong tax strategy reduces liabilities and maximizes profit potential.
- Maintain cash flow
User-friendly financial statements show the month-to-month line, not just the year-end total.
- Zero in on unnecessary expenses
The dip that a quick glance blurs over becomes a line item you can act on.
- Uncover opportunities to grow
See which months and moves are pulling the business forward — and plan the tax strategy around them.
Who we serve
Accounting shaped around how your industry runs.
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Dental practices
General dentists, orthodontists, oral surgeons and other dental providers — cutting costs, tightening operations and maximizing deductions.
See dental practices services at Roberts CPA Group -
Real estate
Developers, agents, investors and brokers: 1031 exchanges, cost segregation, passive activity deductions and acquisition due diligence.
See real estate services at Roberts CPA Group -
Veterinary & pet hospitals
Outsourced accounting, cloud bookkeeping, practice benchmarking and start-up help for practices focused on patient care.
See veterinary & pet hospitals services at Roberts CPA Group -
Technology companies
From new start-ups to mature tech firms: monthly reports that show exactly where revenue and expenses stand.
See technology companies services at Roberts CPA Group
Kevin Roberts, CPACertified Tax Planner
Meet your CPA
We take your business personally — and we do it with personality.
Kevin Roberts spent two years at a small Louisville firm and then worked at one of the largest firms in Louisville before opening his own practice. He has been an AICPA member for over 15 years, is a certified Tax Planner and member of the American Institute of Certified Tax Planners, and specializes in real estate operations and investing.
- 1993BS in Accounting & Finance, Georgetown College (Ky.)
- 1996Licensed as a CPA in Kentucky
- 2002MBA, University of Louisville
- 2008Opened his own firm — owned and operated since
A one-stop tax, accounting and financial resource
Kevin also operates Lifetime Wealth Design, LLC, a wealth management firm that helps businesses implement specialized tax planning strategies and sets up and operates retirement plans for small businesses. Together, the two firms integrate tax, accounting and financial services to simplify your life and help you plan toward your goals.
Google reviews
What clients say about working with Kevin.
Ever since I found Kevin Roberts about six years ago, I have felt at ease because of my confidence in all that Kevin does for my husband and me (taxes and advice). It’s Kevin’s knowledge, communications and skills that make it all come together!
Reliable, easy process, and extremely knowledgeable and thorough.
Timely service, fair pricing, congenial staff. Kevin pleasant and helpful.
Great personalised service.
Already a client? Leave a review
Free guide
Schedule a consultation, get the guide.
Schedule a consultation with us and you’ll receive a complimentary download of our guide, Business Tax Strategies with One Big Beautiful Bill.
More free resources
Memberships & certifications
How we work
Four steps to keep the business moving forward.
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Get to know you
We take the time to learn how your business actually operates before recommending anything.
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Build your plan
A customized plan to track expenses efficiently and stabilize the business so it performs at its best.
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Control the tax burden
A comprehensive tax plan so you hang onto more of your profits at year end.
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Stay reachable
When you need tax advice or face a major decision, you can always get in touch with our team.
Questions
Straight answers before you call.
Where is Roberts CPA Group located?
Roberts CPA Group has two Kentucky offices: 201 Townepark Cir, B-1, Louisville, KY 40243 (phone 502-426-0000) and 163 Dennis Drive, Lexington, KY 40503 (phone 859-276-4552).
Who does Roberts CPA Group work with?
Mainly small business owners and the people behind them — including dental practices, veterinary and pet hospitals, real estate developers, agents and investors, and technology companies — plus individuals who need tax planning and preparation.
Can I get CFO help without hiring a full-time CFO?
Yes. Our outsourced CFO and controller services give you part-time or interim CFO support — strategic planning, cash flow management, financial analysis, M&A, due diligence and raising capital — without adding a full-time salary.
Do you set up and support Xero?
Yes. As a certified Xero partner we handle the initial setup and account mapping for business clients, build custom invoice templates, and provide support by phone or email, including data file review and clean-up.
What does a consultation include?
A consultation is a conversation about your business and goals. When you schedule one, you also receive a complimentary copy of our guide, “Business Tax Strategies with One Big Beautiful Bill.”
Who leads the firm?
Kevin Roberts, CPA, has been a licensed CPA in Kentucky since 1996 and has owned and operated his own firm since 2008. He holds an MBA from the University of Louisville and is a certified Tax Planner.
Let’s talk
Find out how we can team up to make your business all it can be.
Call the office nearest you, or book a consultation online — and get the free tax-strategy guide.