Business Details
14 Years
experience
Your Trusted Accounting and Business Advisory Partner in Ada, MI
Dan Carter Advisors is a West Michigan-based CPA firm dedicated to providing comprehensive tax, accounting, and business consulting services. Our team specializes in serving small businesses, real estate, construction, and technology companies, with a focus on delivering value-driven solutions tailored to each client's unique needs. We prioritize open communication and long-term partnerships, helping entrepreneurs navigate financial challenges and growth opportunities. Our value pricing model ensures transparent, flat-rate fees with unlimited access to our team, eliminating the stress of hourly billing.With decades of combined experience, we bring industry-specific expertise to every engagement, from tax planning and bookkeeping to strategic business consulting. Our goal is to empower clients with the financial clarity and advisory support needed to thrive in competitive markets. We take pride in our track record of solving complex problems, optimizing tax strategies, and fostering client success through personalized service and innovative approaches.
Services
Tax Preparation
Accounting & Bookkeeping
Business Consulting
Business Valuations
Client Advisory Services
Details
- Year established: 2012
Highlights and features
- We offer value pricing with unlimited access to our team at a flat rate.
- Our team has 29 years of experience in tax and accounting services.
- We specialize in industry-specific solutions for real estate and small businesses.
- We implement creative problem-solving for complex tax and business challenges.
- Our client-first approach prioritizes long-term partnerships and financial clarity.
Services
Tax Preparation
We provide comprehensive tax preparation for individuals, partnerships, corporations, trusts, and nonprofits. Our team identifies tax-saving opportunities and projects obligations to avoid penalties. Clients benefit from strategic planning and compliance expertise tailored to their specific financial situations.
Accounting & Bookkeeping
Specializing in QuickBooks and ADP, we manage financial statements, payroll, and bookkeeping for small businesses. Our services include cash flow management, budgeting, and industry-specific financial reporting to support informed decision-making and operational efficiency.
Business Consulting
We assist businesses with startup funding, capital formation, mergers, and tax-efficient structures. Our consulting focuses on growth strategies, succession planning, and creative problem-solving to help entrepreneurs achieve long-term objectives and navigate regulatory challenges.
Business Valuations
Our experts deliver accurate business valuations for mergers, acquisitions, and financial reporting. Using industry-leading methodologies, we provide customized reports, litigation support, and confidentiality to help clients understand their business's worth and make data-driven decisions.
Client Advisory Services
We offer fractional CFO services, budget forecasting, and KPI development for small to midsize businesses. Our team leverages executive-level financial expertise to strengthen reporting processes, strategic planning, and cash flow management for sustainable growth.
People
Dan Carter
Managing Member
Former Co-Managing Shareholder of a large CPA firm with 29 years of experience. Founded Dan Carter Advisors in 2012 to focus on innovative tax and business solutions for entrepreneurs.
Joel Ypma
Senior Manager
CPA with expertise in tax and accounting services, providing strategic guidance to small businesses and industry-specific clients.
Jackie Ortiz
Manager
CPA delivering tailored accounting solutions and financial advisory services to support business growth and compliance.
Tate Jesky
Advisor
Advisor specializing in business consulting and tax strategies for startups and small business owners.
Dawn Carter
Firm Administrator
Manages firm operations and client relations, ensuring efficient service delivery and administrative support.
Questions
What type of client fits best with Dan Carter Advisors?
We specialize in advising entrepreneurs and small business owners from startup through growth phases, particularly those below $10M in sales or $25M in net worth.
Can you help with unresolved accounting issues from previous years?
Yes, we assist clients in resolving multi-year accounting and tax issues, providing clear communication about risks, costs, and solutions.
Do you offer bookkeeping services at regular intervals?
We provide customized bookkeeping services based on client needs, often optimizing intervals to reduce costs while maintaining financial clarity.
How do you handle tax notices from the IRS or Michigan Department of Treasury?
We represent clients in tax notice resolutions, leveraging our expertise to navigate audits and compliance challenges effectively.
What information is needed to start working with you?
We begin with a consultation and require prior tax returns or financial statements to assess your situation and tailor our services.
