I've been a CPA since 2014, and I've run my practice out of my office in Gilbert, Arizona since 2016.
I work with a limited number of small businesses — keeping their books current, running payroll, planning for taxes before the year closes, and preparing the returns. One CPA responsible for all of it, on purpose.
I keep books current, run payroll, plan for taxes before the year closes, and prepare returns for small businesses and their owners.
I work with a limited number of clients on purpose. This isn't a volume practice, and I'm not trying to make it one. What I'd rather have is a manageable number of businesses whose numbers I actually know — because that's when the work becomes useful instead of just compliant.
Most bookkeeping is done by bookkeepers, and plenty of them are good at it. But a bookkeeper records what happened. They generally aren't asking whether your entity structure still fits, whether that equipment purchase should have been timed differently, or whether the number on line 12 is going to cause you a problem in April.
I'm a CPA, and a CPA reviews your books every month. That means your records are kept under the eye of someone who understands the tax consequences of what's in them — and who can flag a problem in June, while you can still do something about it.
It also means you're not managing a relay between a bookkeeper and a tax preparer who've never spoken.
Taking something complicated and making it clear is the part of this work I genuinely enjoy. If you leave a conversation with me more confused than you started, I've done it wrong.
Including when the answer is that you don't need what you called about, or that someone else is a better fit.
No hourly billing, no invoice for a phone call, no wondering what a question is going to cost.
Not reconstructed in March.
I live in Gilbert with my wife and our two kids. Most of what I'm building here is so I can be at their games and on their field trips — which is probably the same reason you started your business.
If you're running a family business, that part isn't abstract to me.
Tell me what's going on with your business. First conversation is just a conversation.
