Accounting, Tax & Advisory Services for Business Owners

Practical financial support designed to keep your books accurate, your taxes planned for, and your business moving forward.

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What We Offer

We offer a range of services to meet the needs of every client. Have something else in mind? We'd be happy to work with you to create a custom quote.

  • Reliable financial information without spending your time managing the books.

    • Monthly or quarterly bookkeeping

    • Bank and credit card reconciliations

    • Financial reporting

    • QuickBooks support

    • Payroll support

    • Invoicing and accounts receivable

    • Bill management and accounts payable

  • Tax preparation combined with proactive planning throughout the year.

    • Business tax returns

    • Individual tax returns

    • Quarterly estimated taxes

    • Year-end tax projections

    • S corporation planning/elections

    • Business-owner compensation planning

  • Ongoing guidance for owners who want to understand what's happening financially and make better decisions.

    • Quarterly financial reviews

    • Cash-flow analysis

    • Profitability analysis

    • Budgeting

    • Financial decision support

    • Business planning

  • Higher-level financial support for businesses that need more than traditional accounting.

    • Monthly financial reviews

    • Cash-flow forecasting

    • Budget-to-actual analysis

    • KPI development and monitoring

    • Internal controls

    • Strategic planning

    • Management decision support

Our Process

A clear path forward.

No confusing handoffs or one-size-fits-all packages. We start by understanding what you need and build from there.

Connect

Start with a focused conversation about your business, priorities, and current challenges.

Assess

We review your current setup and identify the work, timeline, and support that will create value.

Move forward

You receive a clear proposal and a straightforward onboarding plan with defined next steps.

  • "Alex at Brennan CPA & Advisory Services has been excellent to work with — very responsive, knowledgeable, and they make everything straightforward. Highly recommend."

    Current Client

  • "Alex Brennan scheduled to consult with me regarding small business concerns. In a brief conversation, my mind was put to ease. Alex guided me through each explanation and advised if further assistance is needed he can gladly assist. I’ll be looking to Alex for advice on any future accounting needs."

    Former Client

  • "Mr. Brennan helped me get my personal and business taxes filed expeditiously and thoroughly. He helped me find personal and business expenses i would have otherwise overlooked."

    Current Client

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Let’s Work Together

If you're interested in working with us, complete the form with a few details about your project. We'll review your message and get back to you within 48 hours.