Business Details
Your Trusted Partner for Accounting and Financial Services in Louisville
Patterson is a Louisville-based, award-winning accounting firm dedicated to empowering businesses with the tools and expertise they need to thrive. Our team of certified professionals provides comprehensive accounting, tax, payroll, and advisory services, leveraging our BOSS back-office support system to streamline financial operations. With decades of combined experience in small business ownership and specialized expertise in hospitality, healthcare, and service-based industries, we focus on preventing clients from being bogged down by day-to-day financial management. Our partnership with Abacus! and Crete Professionals Alliance expands our resources while maintaining our commitment to personalized service.We prioritize proactive advisory support, industry-specific insights, and technology-driven solutions to help clients achieve long-term success. Our team of CPAs, tax managers, and accounting specialists delivers tailored guidance, ensuring clients can focus on growth while we handle complex financial tasks. We emphasize transparency, reliability, and client-centric communication, building lasting relationships through consistent, high-quality service.
Services
Accounting Services
Tax Preparation
Payroll Services
Advisory Services
BOSS Back Office Support
Highlights and features
- We offer decades of combined experience in small business accounting and industry-specific expertise.
- Our BOSS platform provides efficient, technology-driven back-office support solutions.
- We deliver personalized advisory services tailored to hospitality, healthcare, and service industries.
- Our team includes certified CPAs and specialists with proven track records in financial management.
- We maintain transparent communication and prioritize client satisfaction through proactive support.
What people say
Professionalism, Quality
Saved me more money
Top-notch professionals
Worth every penny
Timely and accurate work
Services
Accounting Services
Our accounting services provide accurate financial record-keeping and reporting for small businesses. We manage day-to-day transactions, ensure compliance with regulations, and deliver timely insights to support informed decision-making. Clients benefit from streamlined processes and expert oversight tailored to their industry needs.
Tax Preparation
We offer comprehensive tax preparation services, including strategic planning to minimize liabilities and maximize returns. Our CPAs stay updated on evolving tax laws to ensure compliance while optimizing financial outcomes. Clients receive personalized guidance for both business and personal tax needs.
Payroll Services
Our payroll services handle all aspects of employee compensation, from processing payments to tax remittances. We ensure accuracy in wage calculations, compliance with labor laws, and timely submission of required documentation. Clients gain efficiency and peace of mind through automated solutions.
Advisory Services
We provide strategic advisory services focused on business growth and financial optimization. Our team analyzes operations, identifies opportunities for improvement, and offers actionable recommendations. Clients receive industry-specific insights to enhance profitability and long-term sustainability.
BOSS Back Office Support
BOSS is our integrated back-office solution managing accounting, payroll, and tax functions remotely. This platform offers real-time financial visibility, automated workflows, and dedicated specialist support. Clients benefit from reduced administrative burdens and scalable services tailored to their operational needs.
People
Bob Patterson
President & Founder
Bob Patterson is a certified CPA, CGMA, and CFE with decades of experience in accounting and financial advisory. He founded Patterson to provide personalized solutions for small businesses, emphasizing integrity and client-focused service.
Melina Patterson
Vice President
Melina Patterson brings extensive leadership experience in accounting and client relations. As Vice President, she oversees strategic initiatives and ensures high-quality service delivery, leveraging her expertise in financial management and industry-specific advisory.
Levi Kamer
Tax Manager
Levi Kamer, a CPA and JD holder, specializes in tax strategy and compliance. He provides expert guidance on complex tax matters, ensuring clients optimize their financial positions while adhering to regulatory requirements.
Andrew Georgel
Senior Accounting Manager
Andrew Georgel manages accounting operations with a focus on accuracy and efficiency. His expertise in financial reporting and process optimization supports clients in maintaining robust accounting systems aligned with business goals.
Eddie Musani
Senior Client Manager
Eddie Musani, a CPA, serves as a trusted advisor for client accounting needs. He specializes in streamlining financial processes and delivering tailored solutions that enhance operational efficiency and client satisfaction.
Questions
What is BOSS?
BOSS (Back Office Support System) handles accounting, payroll, and tax functions remotely, providing efficient, scalable solutions tailored to your business needs.
Will I lose control over my books?
No—you gain more control through real-time financial insights and streamlined processes while maintaining final approval over all transactions.
How does the transition process work?
We collaborate with you or your current accountant to obtain records, then assign an onboarding specialist to ensure a seamless transition.
How are bills paid through your system?
You approve invoices weekly, and we process payments electronically, giving you full control over payment criteria and timing.
Can you help if my bookkeeping is behind?
Yes—we specialize in catching up overdue bookkeeping and implementing systems to prevent future delays.
Who will handle my tax filings?
Our team manages all aspects of tax preparation, filing, and remittance, ensuring compliance with federal, state, and local regulations.
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