Business Details
42 Years
experience
Trusted Accounting & Business Consulting Services in Cincinnati
Since 1984, Burke CPAs & Advisors has been dedicated to helping businesses and individuals achieve financial success through expert accounting, tax planning, and strategic business consulting. Our team of seasoned professionals brings decades of combined experience in finance, business management, and executive leadership. We specialize in guiding entrepreneurs through every stage of business ownershipfrom startup and financing to growth strategies, risk management, and exit planning. Our client-centric approach focuses on delivering customized solutions tailored to each business's unique needs, ensuring informed decision-making and long-term prosperity.With a proven track record of advising over 200 startups and serving clients across all 50 states and international markets, we combine technical expertise with practical business acumen to create sustainable value. Our leadership team includes certified public accountants, valuation analysts, and former business owners who understand the challenges and opportunities of running a successful enterprise. We are committed to staying at the forefront of industry trends, leveraging advanced tools and methodologies to optimize financial performance, streamline operations, and maximize wealth-building opportunities for our clients.
Services
Business Consulting
Tax Planning
Wealth Management
Startup Financing
Exit Strategy Planning
Risk Management
Strategic Growth Planning
Executive Coaching
Financial Advisory
Accounting Services
Details
- Year established: 1984
Highlights and features
- We offer 40+ years of combined experience in accounting and business strategy
- Our team includes certified public accountants and former business owners
- We provide comprehensive services covering all business lifecycle stages
- We implement proven strategic planning methodologies for sustainable growth
- We maintain ongoing relationships to adapt strategies as businesses evolve
Services
Business Consulting
Our business consulting services help owners develop actionable growth strategies through market analysis, competitive positioning, and operational optimization. We provide expert guidance on scaling operations, improving profitability, and implementing sustainable business practices tailored to each client's unique needs and industry requirements.
Tax Planning
We deliver customized tax planning solutions that minimize liabilities while ensuring compliance with evolving regulations. Our approach combines in-depth knowledge of tax codes with strategic financial planning to maximize savings and optimize business performance across all stages of growth.
Wealth Management
Our wealth management services focus on building long-term financial security through retirement planning, investment strategies, and asset protection. We help business owners create personalized roadmaps to achieve both personal wealth goals and company financial objectives.
Startup Financing
We assist entrepreneurs in securing appropriate capital for new ventures through lender negotiations, investor relations, and financial structuring. Our expertise covers all essential business assets including inventory, equipment, and intellectual property financing to establish strong financial foundations.
Exit Strategy Planning
We develop comprehensive exit strategies that maximize business value through process documentation, market positioning, and transition planning. Our approach ensures sustainable operations post-ownership transfer while maintaining organizational stability and long-term profitability.
People
Patrick J. Burke
Managing Partner
Managing Partner with 40+ years of experience advising 200+ startups. Holds accounting degree and law degree. Serves on multiple company boards. Author of three business books and recognized expert in mergers and acquisitions.
Jake Burke
Partner
Partner with 10+ years of experience. Certified Valuation Analyst and Ohio Bar member. Holds degrees in accounting, business, and law. Specializes in business valuation and financial strategy.
Pamela S. Conner
Partner
Certified Public Accountant licensed in Ohio and Kentucky. 15+ years of experience in accounting and business advisory services. Active community leader serving as Treasurer for Covington Education Foundation.
Tom Gady
Director, Audit & Accounting
Audit and accounting professional with extensive experience in financial reporting and compliance. Provides strategic oversight for audit engagements and accounting services to diverse client base.
Matt Tarka
Partner
Partner with specialized expertise in business advisory services. Works closely with clients on financial strategy, operational improvements, and long-term growth planning.
Questions
What services does Burke CPAs & Advisors offer?
We provide accounting, tax planning, business consulting, wealth management, startup financing, exit strategy planning, and executive coaching services.
How can you help my business grow?
We identify strategic opportunities, optimize financial performance, implement growth strategies, and provide expert guidance through all business lifecycle stages.
What industries do you work with?
We serve businesses across all industries and sizes, from startups to established enterprises in both domestic and international markets.
How long have you been in business?
We've been helping businesses grow since 1984, with over 40 years of combined experience in accounting and business strategy.
What makes you different from other firms?
Our team combines accounting expertise with real-world business ownership experience to deliver practical, results-driven solutions tailored to each client's needs.
Do you offer personalized financial planning?
Yes, we provide customized wealth management strategies including retirement planning, investment guidance, and asset protection tailored to business owners' unique needs.
