Beancounter was built for a reason and on purpose and that is to serve fewer clients well. You will not find us working overtime during tax season because we are building a firm that’s striving to provide Value to their clients all year round. This approach is leading us to a much healthier work/life balance which we feel is important for our clients to know as it allows greater time and attention be put on each client. For 2025 we will average about 35 clients per CPA which allows us the capacity to give that specific care and detail.
What We Do at Beancounter
We exist as a company to help you and your small business understand, plan, and reduce your tax burden! Our primary focus is on tax planning and developing a relationship with clients whom they can trust and partner with, not just once in the spring but throughout the year. We know this is very different from most CPA firms and a welcome change to our clients.
Let us help you achieve your business and financial goals.
Why Choose Us
Tax Planning
We have certifications in advanced tax planning and use that knowledge to specifically help small business owners and real estate investors reduce their tax liability.
Tax Preparation
Not many people like this part (unless you are a Beancounter at heart) but it’s got to be done. Let us wrap the year up and handle the compliance piece to your financial situation by filing your necessary tax returns.
Bookkeeping
We provide light bookkeeping services for small business which include classifying and reconciling transactions in Quickbooks Online. It’s quite a bit easier to find tax credits, tax plan and file a timely tax return when we are the ones keeping a set of books for you!
Who We Are
Our story is quite a bit different than other accounting firms you will come across and in general we are way more fun than other accounting firms. This entire business idea was born completely out of a dream I didn’t know could ever come to life. It’s truly only because a faithful and encouraging wife pushed me to pursue my dream that it ever came to be.
A brief stint in corporate accounting after college drove me into public accounting where I worked a few tax seasons for CPA firms from 2013 – 2015. I took this time to soak in everything, making note of all the things I would want to do differently. I realized that I enjoyed the actual work and the clients but could not see myself living the tax season cycle for the rest of my life. Thus, Mindy and I began planning how to start a CPA firm that focuses on work/life balance not just outside of the busy season but the entire 12 months of the year.
Fast forward a few years and here we are! Quite a few tweaks and changes later I am proud to say that our firm does not require its team members to work a crazy number of hours for weeks on end during tax season. This is far from the industry standard and I couldn’t be prouder of that.