A CPA firm built around tax, not around everything

Andrew is a Certified Public Accountant with sixteen years in accounting and tax, ten of them licensed, working with S corporations, partnerships, and individuals on tax preparation, research, and planning. His practice concentrates on the questions that do not have a clean answer in the instructions: reasonable compensation, entity selection, multi-state filing obligations, basis and distribution limits. That is where the work is research and judgment rather than data entry. He holds a Master of Science in Accounting from East Texas A&M University.

His experience spans public practice, higher education, and corporate finance: more than five years at a CPA firm in the Mountain West, followed by several roles at the University of Utah and a national insurance company. That range matters more in tax work than it might sound. The same transaction looks different from the preparer’s chair than it does from inside the organization that has to book it, and having sat in both makes the questions sharper.

He works remotely with clients in all 50 states from an office in Greenville, North Carolina, and builds the technology his own practice runs on, including a secure client portal and a workpaper system that keeps every position documented and traceable.

How the firm works

• Remote by default. Meetings are by video or phone. Documents move through a secure portal, not email attachments.
• Fixed scope, agreed first. You see the scope and the fee in writing before the work starts.
• Year-round. Estimates, entity changes, a new state, a sale. Tax years are consecutive and get treated that way.
• Documented positions. Anything that is not obvious gets researched to primary authority and written down, so it can be explained later, to you or to an examiner.

The family of companies

Everything starts at the CPA firm. Work that falls outside a CPA engagement routes to a company built for it:

• bookkeepz, LLC is the bookkeeping wing. Monthly closes and records that are ready to file from.
• SmallBizCFO, Inc. provides fractional CFO services for mature companies, where the questions have outgrown a tax return.