Business Details
45 Years
experience
Trusted Accounting and Tax 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 combines technical expertise with personalized attention to deliver tailored solutions that address each client's unique needs. We specialize in accounting system analysis, tax preparation, and business valuations, leveraging state-of-the-art software and decades of collective experience to ensure accurate financial reporting and strategic tax planning.Our commitment to close client relationships enables us to offer actionable insights that improve profitability and operational efficiency. As a small firm, we prioritize customized service over one-size-fits-all approaches, ensuring every client receives the dedicated support necessary to achieve their financial objectives. Our professionals hold prestigious certifications including CPA, Enrolled Agent, and Accredited Senior Appraiser designations, reflecting our dedication to maintaining the highest standards of expertise and ethical practice.
Services
Accounting Services
Tax Preparation
Business Valuations
QuickBooks Consulting
Financial Statement Preparation
Details
- Year established: 1981
Highlights and features
- We offer 40+ years of combined experience in accounting and tax services since 1981
- Our team includes CPAs and Enrolled Agents with specialized tax expertise
- We provide customized QuickBooks consulting for small business accounting systems
- Our business valuation specialists deliver actionable financial insights
- We maintain rigorous internal review processes for tax return accuracy
Services
Tax Preparation
We prepare accurate tax returns for individuals, corporations, partnerships, and trusts using updated software and current tax law knowledge. Our process includes internal reviews to catch errors and optimize deductions. Clients receive timely filings with strategic tax planning opportunities identified during pre-year-end consultations.
Accounting Services
Our accounting services include system analysis, financial statement preparation, and payroll tax processing. We ensure books balance correctly and produce reliable reports for business decision-making. We specialize in reconciliations, adjusting entries, and customized accounting procedures for improved efficiency.
QuickBooks Consulting
We help businesses implement and optimize QuickBooks accounting software. Our consultants set up systems, input data, and train staff to generate accurate financial reports. We provide ongoing support to ensure proper usage and troubleshooting for small business accounting needs.
Business Valuations
We deliver expert business valuation services using recognized methodologies. Our analysis helps owners understand company worth for sales, mergers, or financing purposes. We provide detailed reports that consider market conditions, financial performance, and industry benchmarks.
Tax Planning
We offer year-round tax planning to minimize liabilities through strategic deductions and credits. Our pre-deadline consultations identify tax-saving opportunities and address complex issues. We help clients structure transactions to optimize tax outcomes while maintaining compliance.
People
Stephen McMorrow
Founding Partner
CPA, ASA, CBA with 40+ years experience. Licensed since 1979, Stephen provides expert accounting and valuation services while maintaining BMA's founding vision of personalized client care.
Sherri Drifka
Partner
Manages accounting assignments and tax preparation. Certified QuickBooks advisor with expertise in financial statements, payroll processing, and tax planning for business clients since joining BMA.
Christa Harper
Enrolled Agent/Senior Accountant
Enrolled Agent with 20+ years experience. Specializes in IRS representation, tax resolution, and business accounting systems. Joined BMA in 2019 after acquisition of previous firm where she worked since 2008.
Marianne Prudhomme
CPA (Retired)
Cum Laude graduate with 30+ years as CPA. Specializes in financial statements and tax preparation. Joined BMA in 1998 after graduating from University of LaVerne with accounting degree.
Andrea Gallup
CPA
15+ years accounting experience. Provides tax and accounting services to individuals and businesses. Joined BMA in 2019, bringing expertise in financial reporting and compliance matters.
Questions
What accounting services do you offer?
We provide full-cycle accounting services including system analysis, financial statement preparation, payroll processing, and tax compliance for businesses and individuals.
How do you handle tax preparation?
We use updated software and conduct internal reviews to ensure accurate, timely filings. Our team includes CPAs and Enrolled Agents who handle complex tax situations.
Do you support QuickBooks users?
Yes, our certified consultants help set up systems, process transactions, and generate reports while training clients to use QuickBooks effectively for their business needs.
What tax planning services are available?
We offer pre-deadline consultations to identify tax-saving opportunities, address complex issues, and structure transactions for optimal tax outcomes throughout the year.
How are business valuations conducted?
We apply recognized methodologies to analyze company worth, considering financial performance, market conditions, and industry benchmarks for sales, mergers, or financing purposes.
