Na & Associates, CPA LLC

Sister company of eAdvisor, LLC, we offer focused and efficient CFO services, guided by the proven Value Builder System™ in the Cincinnati and Dayton, Ohio area. We help owners strengthen daily operations and grow the overall value of their businesses.
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Proactive Tax & Accounting Strategies

At Na & Associates CPA LLC, we believe that strong financial foundations lead to lasting business success. Whether you're a small business owner, an entrepreneur, or a professional looking to optimize your tax situation, our team provides expert accounting, tax planning, and business advisory services tailored to your specific needs.


Led by Elizabeth Na, CPA, our firm has helped clients minimize tax liabilities, improve financial clarity, and achieve long-term business growth for decades. With a proactive, strategy-driven approach, we go beyond standard accounting to ensure your financial decisions are informed, strategic, and tax-efficient.

Who We Are

With extensive experience at both national and regional accounting firms, Elizabeth Na has spent her career helping business owners and professionals navigate the complexities of tax planning and accounting.


She started Na & Associates CPA LLC with a focus on auditing and tax preparation, but her role quickly evolved into a trusted financial advisor and strategist for growing businesses. Over the years, she has guided multiple clients from startup to multi-million-dollar success through tax planning, financial structuring, and business optimization strategies.


  • Advanced Tax Planning Specialist – Trained in advanced tax reduction strategies since 2010
  • Fluent in Mandarin Chinese – Assisting diverse business owners with tax-efficient strategies
  • Personal CFO – Providing strategic financial guidance, tax planning, and investment management.

Our Services

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Business & Personal Tax Planning

We provide forward-thinking strategies to help you minimize tax liabilities, stay compliant, and maximize deductions.

  • Strategic multi-year tax planning
  • Customized tax reduction strategies for businesses and professionals
  • IRS-approved, court-tested tax plans to legally lower your tax burden
  • Quarterly tax reviews to keep you on track and avoid surprises
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Accounting & Financial Reporting

Accurate books are the foundation of any successful business. Our accounting services ensure your financial records are accurate, tax-compliant, and useful for decision-making include:

  • Monthly & quarterly financial reviews to track key business metrics
  • CPA-managed bookkeeping to ensure tax compliance & audit protection
  • Cash flow analysis for forecasting for smarter financial decisions
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Business Advisory & Growth Strategies

Beyond tax and accounting, we help business owners strengthen financial operations, improve profitability, and plan for future growth.

  • Entity structuring & tax optimization
  • Business growth planning using the Certified Value Builder™ framework
  • Tax planning for business exits & succession planning
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  • How do I know if I can save on taxes before committing to a tax plan?

    We offer a free tax assessment based on your previous year’s tax returns to estimate your potential tax savings—at no cost or risk to you.

  • Who benefits most from your tax planning services?

    Our services are ideal for:

    • Profitable businesses looking to reduce taxes
    • High-income professionals investing in real estate or planning for retirement
    • Entrepreneurs and small business owners who want proactive financial strategies

  • How do I know if my business accounting is structured correctly?

    We conduct a financial review to ensure your business structure, tax strategies, and accounting systems are optimized for efficiency and compliance.

Frequently Asked Questions

Let’s Build a Stronger Financial Future

Serving the Cincinnati & Dayton, OH area – Virtual Consultations Available