Business Details
45 Years
experience
Trusted Accounting Services in Ventura, CA
Since 1981, Bratton McMorrow & Kearney Cpas has provided comprehensive accounting and financial consulting services to individuals and businesses throughout Ventura County. Our team of seasoned professionals, including CPAs and Enrolled Agents, combines decades of experience with cutting-edge technology to deliver personalized solutions tailored to each client's unique needs. We specialize in accounting system analysis, tax preparation, and business valuation, ensuring accurate financial reporting and strategic tax planning. Our commitment to close, personal attention sets us apart from larger firms, allowing us to develop customized strategies that enhance efficiency and profitability.With expertise in QuickBooks consulting and financial statement preparation, we empower clients to make informed decisions. Our professionals hold prestigious certifications such as CPA, ASA, and CBA, reflecting our dedication to excellence. We prioritize ongoing education to stay current with evolving tax laws and accounting standards, ensuring compliance and optimal outcomes. By focusing on long-term client relationships, we provide continuity and deep institutional knowledge that supports sustained business growth. Our approach blends technical expertise with a client-first philosophy, making us a trusted partner for financial success.
Services
Accounting Services
Tax Preparation
Business Accounting
QuickBooks Consulting
Tax Planning
Financial Statement Preparation
Payroll Services
Sales Tax Returns
Business Valuations
Management Advisory Services
Details
- Year established: 1981
Highlights and features
- We offer over 40 years of experience in accounting and tax services.
- Our team includes CPAs and Enrolled Agents with specialized expertise.
- We provide customized solutions tailored to individual client needs.
- We use state-of-the-art software for accurate financial reporting.
- We specialize in business valuations and strategic tax planning.
Services
Tax Preparation
We prepare accurate tax returns for individuals, corporations, partnerships, and trusts using up-to-date software and knowledge of current tax laws. Our process includes internal reviews to catch errors and optimize deductions. Clients receive timely filings with strategic guidance for minimizing tax liabilities.
Business Accounting
Our accounting services include system reviews, financial statement preparation, and payroll tax processing. We ensure books balance correctly and provide reliable data for decision-making. Clients receive compiled or reviewed statements and customized reporting solutions tailored to their operational needs.
QuickBooks Consulting
We offer QuickBooks setup, data input assistance, and report optimization for small businesses. Our consultants ensure accurate financial tracking and streamline accounting processes. Services include training and troubleshooting to maximize software efficiency for day-to-day operations.
Tax Planning
We help clients reduce tax burdens through year-round planning sessions. Our team analyzes financial situations to identify savings opportunities before filing deadlines. Services include projections, compliance reviews, and strategic advice for complex tax scenarios.
Business Valuations
We provide expert business valuation services using industry-standard methodologies. Our analyses support mergers, acquisitions, and succession planning. Clients receive detailed reports that reflect market conditions and financial performance to inform critical business decisions.
People
Stephen McMorrow
Founding Partner, CPA, ASA, CBA
Stephen McMorrow, a CPA since 1979, co-founded BMA and brings decades of expertise in accounting and business strategy. He focuses on delivering tailored financial solutions to clients.
Sherri Drifka
Partner
Sherri Drifka manages client accounting assignments, prepares financial statements, and provides QuickBooks advisory services. She specializes in payroll processing and tax return preparation for diverse clients.
Christa Harper
Enrolled Agent/Senior Accountant
Christa Harper, an Enrolled Agent with 20+ years of experience, prepares tax returns and represents clients before the IRS. She specializes in tax planning and accounting system optimization for various businesses.
Marianne Prudhomme
CPA (Retired)
Marianne Prudhomme, a retired CPA since 1992, contributes expertise in financial statement preparation and tax return services. She joined BMA in 1998 and focuses on client financial reporting needs.
Andrea Gallup
CPA
Andrea Gallup, with 15+ years of experience, provides accounting and tax services. She joined BMA in 2019 and specializes in delivering accurate financial solutions for individual and business clients.
Questions
What accounting services do you offer?
We provide accounting system reviews, financial statement preparation, payroll processing, and sales tax returns using customized solutions for accuracy and efficiency.
Do you handle tax preparation for businesses?
Yes, we prepare tax returns for corporations, partnerships, and trusts while ensuring compliance with current tax laws and optimizing deductions.
Can you assist with QuickBooks setup?
Our consultants offer QuickBooks setup, data input support, and report optimization to streamline your accounting processes effectively.
What tax planning services are available?
We conduct year-round tax planning sessions to identify savings opportunities and develop strategies for minimizing tax liabilities.
How do you approach business valuations?
We use industry-standard methodologies to deliver detailed business valuations supporting mergers, acquisitions, and succession planning needs.
