Business Details
50+ Years
experience
Trusted Accounting & Advisory Services for Small Businesses
Since 1964, Kaizen CPAs + Advisors has been dedicated to helping small businesses maximize their profit potential through forward-thinking accounting, tax planning, and advisory services. As a second-generation, family-owned firm, we combine decades of experience with a personalized approach, acting as a strategic CFO for our clients. Our team of licensed CPAs and advisors prioritizes proactive guidance, ensuring businesses maintain accurate financial records, optimize tax strategies, and implement systems for sustainable growth.We emphasize continuous improvement, offering tailored solutions that empower clients to focus on operational excellence while we handle financial complexities. Our commitment to education and client collaboration fosters long-term partnerships built on trust and measurable results.
Services
Advisory Services
Accounting
Tax Planning
Payroll Processing
Insurance Coverage
Details
- Year established: 1964
Highlights and features
- We offer over 50 years of experience in accounting and advisory services for small businesses.
- Our team provides personalized financial strategies tailored to your industry and growth goals.
- We prioritize proactive tax planning and compliance to minimize liabilities and maximize savings.
- Our client-centric approach ensures transparent communication and no hidden fees.
- We act as an outsourced CFO, offering strategic guidance beyond basic accounting needs.
What people say
Trusted advisor for years
Proactive tax planning
Personalized support
Reliable compliance
Simplified financials
Services
Advisory Services
Our advisory services provide strategic guidance to help businesses navigate financial complexities. We collaborate with owners to develop customized plans, optimize cash flow, and implement systems for long-term growth. By analyzing financial data and market trends, we identify opportunities to enhance profitability and operational efficiency, ensuring clients make informed decisions aligned with their goals.
Accounting
We handle monthly bookkeeping, financial statement preparation, and general ledger management. Our team ensures accurate record-keeping, adherence to accounting standards, and timely reporting. By maintaining precise financial data, we enable businesses to track performance, meet regulatory requirements, and make data-driven decisions for sustainable growth.
Tax Planning
Our tax planning services focus on minimizing liabilities while maximizing savings through strategic deductions and credits. We stay updated on evolving tax laws to ensure compliance and identify opportunities for reduction. From annual filings to year-round advisory, we help businesses structure finances to achieve optimal tax outcomes.
Payroll Processing
We streamline payroll operations with accurate processing, tax filing, and compliance management. Our services include direct deposit, wage calculations, and year-end reporting. By automating payroll tasks and ensuring adherence to labor laws, we reduce administrative burdens and mitigate risks for businesses.
Insurance Coverage
We offer tailored insurance solutions to protect businesses from financial risks. Our advisors evaluate coverage needs, compare policies, and recommend options that balance cost and protection. From workers' compensation to liability insurance, we ensure clients have comprehensive safeguards against unforeseen events.
People
Clay Hamlin
Managing Partner
Clay Hamlin leads Kaizen CPAs + Advisors with a focus on bridging the gap between large-company financial strategies and small-business needs. With decades of experience, he emphasizes proactive advisory services and client education to foster sustainable growth.
Amy Beinecke
Partner & COO
Amy Beinecke oversees operations and client relations, ensuring seamless delivery of accounting and advisory services. Her leadership emphasizes efficiency, client satisfaction, and fostering a collaborative team culture to support business success.
Eric Joern
CPA, CMAA, AAM Partner
Eric Joern specializes in automotive industry accounting, combining technical expertise with practical insights. He teaches industry-specific financial strategies and advises on compliance, helping repair shops optimize profitability and operational efficiency.
John Chiappetta
CPA, CFP, MBA Partner
John Chiappetta provides integrated accounting and financial planning solutions, leveraging his dual expertise in tax and wealth management. He focuses on holistic strategies that align business growth with personal financial goals for long-term stability.
Brian Bride
Director of Payroll Operations
Brian Bride manages payroll services, ensuring accurate and compliant processing for clients. His team streamlines payroll workflows, implements technology solutions, and provides dedicated support to reduce administrative burdens for small businesses.
Questions
What accounting services do you offer for small businesses?
We provide monthly bookkeeping, financial statement preparation, payroll processing, and tax compliance services tailored to small businesses.
How can your advisory services help my business grow?
Our advisory services offer strategic financial planning, cash flow optimization, and proactive tax strategies to support sustainable growth and profitability.
Do you specialize in any particular industries?
We have expertise in automotive repair shops, small retail businesses, and professional services, offering industry-specific financial guidance.
What sets your firm apart from other accounting services?
We combine decades of experience with a personalized, CFO-like approach, prioritizing proactive advice and client education over transactional relationships.
How do you handle tax planning and compliance?
We develop year-round tax strategies, identify deductions, and ensure compliance with evolving regulations to minimize liabilities and maximize savings.
Can you assist with payroll and HR solutions?
Yes, we offer integrated payroll processing, tax filing, and HR support to streamline operations and ensure compliance with labor laws.
