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At ProAdvisor CPA, we understand that running a business can be overwhelming, especially when it comes to financial management. That's why we're dedicated to making your life easier by providing expert bookkeeping, payroll, tax, and CFO/Controller services. Our experienced team of ProAdvisors is committed to helping you achieve your financial goals and enjoy your journey.

Our Mission

Our founders, Erik and Rebecca, started ProAdvisor CPA out of necessity. Erik, a former Army Special Forces Green Beret, understands the importance of unconventional thinking. He applied this mindset to the bookkeeping and tax industry, recognizing the need for a firm that truly understands the needs of business owners. Rebecca, on the other hand, worked in the public accounting space and was frustrated with how firms treated clients like numbers. Together, they pioneered ProAdvisor CPA with a mission to make life easier for business owners and individuals.

Our Story

Our founders' journey began when they realized that most bookkeeping and tax firms didn't seem to understand how businesses work. Erik struggled with the lack of comprehension, having served in the army as an unconventional warfare expert. Inspired by his experience, he decided to rethink how a bookkeeping and tax firm would serve its clients. In 2016, Erik and Rebecca co-founded ProAdvisor CPA, driven by their passion to provide an exceptional experience for their clients.

Our Expertise

Our team of ProAdvisors is composed of experienced, licensed, and certified professionals in bookkeeping, payroll, and tax. We pride ourselves on providing exceptional communication, ensuring that our clients feel understood and supported every step of the way. Our modern approach to financial management focuses on empowering business owners and individuals to achieve their goals while minimizing stress.

What We Offer

At ProAdvisor CPA, we provide a range of services to cater to various industries, including:

  • Bookkeeping: A highly qualified team of bookkeeping ProAdvisors ensures accurate financial recording and analysis for your business.
  • Payroll: Our full-service payroll and HR services streamline employee onboarding, payroll processing, and employee benefits.
  • Taxes: Our tax experts provide proactive tax planning, ensuring you're taking advantage of available credits and minimizing costly mistakes.
  • CFO/Controller: We develop tailored financial strategies and implement processes to help your business grow and thrive.
  • Industries: We serve a range of industries, including trades, e-commerce, retail, and professional services.

Why Choose ProAdvisor CPA

Our unique approach to financial management sets us apart from other firms. We believe that our expertise and personalized attention will help you achieve your financial goals while minimizing stress. Our modern experience, professional expertise, and best-in-class communication ensure that you're always in control of your financial situation.

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