Business Details
8 Years
experience
Your Trusted Accounting Partner in Cary, NC
Brodie CPA helps small and mid-sized business owners reduce taxes, stay compliant, and make better decisions with timely, accurate financials. We combine practical bookkeeping discipline with forward-looking tax planning to help clients retain more of their earnings while freeing up time for core business activities. Our team includes a U.S. Certified Public Accountant, a Canadian Certified Public Accountant, and a Licensed Financial Advisor with expertise in tax-efficient wealth planning, QuickBooks integration, and financial optimization.We prioritize a structured approach to entity choice, compliance workflows, and tax-smart strategies to minimize liabilities and avoid audit risks. With over a decade of combined experience, we focus on delivering personalized solutions that align with small business needs while maintaining rigorous accounting standards and proactive client communication.
Services
Tax Strategy
Bookkeeping
Fractional CFO
Financial Advisory
QuickBooks Integration
Tax Compliance
Entity Optimization
Cash Flow Management
Audit Readiness
Payroll Services
Details
- Year established: 2018
Highlights and features
- We offer direct access to a seasoned CPA with small-business expertise.
- Our Tax-Smart Approach designs workflows to reduce liabilities proactively.
- We guarantee on-time deliverables and proactive compliance reminders.
- Our team combines U.S. and Canadian CPA credentials for cross-border expertise.
- We integrate QuickBooks systems for seamless financial automation.
Associations and certifications
- U.S. Certified Public Accountant (CPA)
- Canadian Certified Public Accountant (CPA)
- QuickBooks Online ProAdvisor
- Licensed Financial Advisors
What people say
Efficient, organized, professional
Great reporting and on time
Highly recommend for QuickBooks
Automation freed business growth
A++ rating
Services
Tax Strategy
We design proactive tax strategies to minimize liabilities through entity selection, retirement planning, and compliance workflows. Our services include S-Corp elections, rental property optimization, and audit-ready documentation. Clients benefit from reduced tax drag and year-round compliance assurance.
Bookkeeping
Monthly accounting and reconciliations ensure clean financials, including P&L statements, balance sheets, and payroll management. We integrate QuickBooks for automated reporting, helping businesses track KPIs and maintain audit-ready records while focusing on growth.
Fractional CFO
Our fractional CFO services provide strategic pricing analysis, cash flow management, and lender negotiations. We deliver budgeting support, scenario planning, and bank-ready financials to help businesses improve margins and secure growth capital.
Financial Advisory
We offer personalized investment guidance, retirement income strategies, and tax-efficient wealth planning. Our advisory services address succession planning, estate considerations, and long-term financial sustainability for individuals and business owners.
QuickBooks Integration
We optimize QuickBooks Online for seamless financial management, including chart of accounts setup, app integrations, and automation. Clients receive streamlined reporting, reduced manual errors, and real-time financial visibility for better decision-making.
Questions
What accounting services do you offer?
We provide tax strategy, bookkeeping, fractional CFO services, financial advisory, and QuickBooks integration for businesses and individuals.
Do you work with small businesses?
Yes, we specialize in serving small and mid-sized businesses with tailored tax and financial solutions.
Are you available for remote consultations?
Yes, we offer virtual services with flexible communication options via email, phone, or video calls.
How do you handle tax compliance?
We ensure compliance through entity optimization, timely filings, and audit-ready documentation to minimize IRS risks.
Can you help with QuickBooks setup?
Yes, we provide QuickBooks configuration, cleanup, and integration to automate financial workflows and reporting.
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