Business Details
8 Years
experience
Trusted Accounting & Tax Services in Cary, NC
Brodie CPA PLLC has been serving small and mid-sized businesses since 2018 with comprehensive accounting and tax solutions. Our team combines practical bookkeeping discipline with forward-looking tax planning to help clients reduce liabilities while maintaining compliance. We bring decades of combined experience in Certified Public Accounting, financial advisory, and QuickBooks integration to deliver actionable financial insights. Our approach emphasizes proactive planning through entity selection, compensation frameworks, and retirement strategies, supported by systematic financial organization and tax optimization techniques.We maintain rigorous documentation standards to ensure audit readiness while prioritizing client education to transform complex financial matters into clear business decisions. Our credentials include U.S. and Canadian CPA licenses, financial advisory certifications, and QuickBooks ProAdvisor status, demonstrating our commitment to technical excellence and client-focused service.
Services
Tax Strategy
Bookkeeping
Fractional CFO
Financial Advisory
Startup Direction
Budget Planning
Lending Support
Business Turnarounds
Details
- Year established: 2018
Highlights and features
- Direct access to seasoned CPAs with small-business expertise
- Proactive tax workflows engineered to reduce liabilities before they accrue
- Timely financial deliverables with automated compliance reminders
- Certified QuickBooks specialists for seamless software integration
- Audit-ready documentation standards maintained year-round
Associations and certifications
- U.S. Certified Public Accountant
- Canadian Certified Public Accountant
- QuickBooks Online ProAdvisor
What people say
Efficient, organized, professional
Deadlines are met, reports clear
Great reporting and on time
Saved time through automation
Expert QuickBooks integration
Services
Tax Strategy
Our proactive tax strategy services combine entity selection, election timing, and compliant workflows to minimize liabilities. We specialize in S-Corp elections, retirement planning, and rental property optimization while maintaining audit-ready documentation. Our approach reduces tax drag through strategic timing of deductions and credits.
Bookkeeping
Monthly bookkeeping services include financial reconciliations, payroll coordination, and QuickBooks optimization. We maintain accurate P&L statements, balance sheets, and cash flow reports with systematic tracking of accounts receivable/payable. Our process ensures clean financial records for informed business decisions.
Fractional CFO
Our fractional CFO services provide strategic financial guidance for pricing analysis, cash flow management, and capital planning. We offer budget forecasting, lender negotiations, and operational reviews to improve margins. This service includes KPI tracking and scenario planning for business growth.
Financial Advisory
Comprehensive financial advisory services focus on investment allocation, retirement income strategies, and tax-efficient wealth transfer. We help clients optimize retirement accounts, implement tax-smart investment strategies, and plan for succession while coordinating with estate planning professionals.
Startup Direction
Startup advisory services include entity selection, cost optimization, and financial system setup. We help new businesses avoid unnecessary expenses through strategic entity choices and implement accounting systems for long-term scalability. Our guidance covers initial budgeting and compliance requirements.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle bookkeeping, tax planning, financial reporting, and QuickBooks support tailored to small businesses. Our services include monthly reconciliations, payroll coordination, and financial statement preparation.
How do you help businesses reduce tax liabilities?
We implement proactive tax strategies including entity selection, retirement plan optimization, and tax credit utilization. Our approach focuses on minimizing liabilities through strategic timing of deductions and elections.
Can you assist with business startup accounting needs?
Yes, we help startups with entity selection, financial system setup, and cost optimization strategies. Our services prevent common accounting missteps that cost businesses thousands in rework.
Do you offer virtual accounting services?
We primarily work remotely with clients across North Carolina, using secure digital tools for document sharing and communication. In-person meetings are available for local clients when needed.
How do you handle audit preparation for clients?
We maintain audit-ready documentation year-round through detailed workpapers, transaction tie-outs, and compliance tracking. Our systems ensure all financial records are organized and verifiable for tax audits.
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