Business Details
Denver's Trusted Business Accounting & Advisory Partner
O'Connor CPA Firm CPA Firm is a full-service accounting and business advisory firm serving businesses across the Denver Metropolitan Area and nationwide. With decades of combined experience, our boutique firm combines the expertise of larger firms with personalized service tailored to each client's unique goals. We specialize in scalable growth strategies, profitability optimization, and technology-driven accounting systems that empower business owners to focus on strategic decision-making. As Advanced QuickBooks ProAdvisors with 25+ years of software expertise, we implement customized financial systems that streamline operations and deliver actionable insights.Our team's diverse background includes corporate finance leadership at Fortune 500 companies, providing clients with real-world solutions for cash flow management, tax planning, and business process standardization. We differentiate ourselves through proactive advisory services that transform accounting data into strategic growth plans, helping clients achieve measurable improvements in operational efficiency and financial performance.
Services
Business Accounting
Tax Services
QuickBooks Setup
Business Advisory
Tax Strategy Planning
Bookkeeping
Financial Reporting
Payroll Services
Cash Flow Forecasting
Entity Selection
Highlights and features
- We offer 40+ years of combined experience in corporate finance and small business advisory
- Our team includes former CFO of a $70M American Airlines subsidiary
- We implement customized QuickBooks systems with 25+ years of ProAdvisor expertise
- We provide proactive tax planning with multi-state compliance capabilities
- Our strategic advisory services focus on measurable operational efficiency improvements
Associations and certifications
- QuickBooks ProAdvisor
What people say
Excellent tax services
Highly recommend
Best accounting firm
Accurate and friendly service
Transformed our financial processes
Services
Business Accounting
Our comprehensive business accounting services transform financial data into strategic decision-making tools. We implement automated systems that provide real-time financial insights, streamline operations, and ensure compliance with regulatory requirements. Our approach combines traditional accounting expertise with modern technology solutions to deliver accurate financial reporting and actionable business intelligence.
Tax Services
We offer proactive tax planning and preparation services tailored to business needs. Our expertise in multi-state tax regulations and entity selection helps minimize liabilities while ensuring compliance. We focus on year-round tax strategy development to optimize savings and prevent last-minute surprises during tax season.
QuickBooks Setup
Our Advanced QuickBooks ProAdvisors specialize in customized software implementation. We configure systems to match business workflows, train staff on efficient usage, and develop integrated tech stacks that automate financial processes. Our solutions ensure accurate data tracking and reporting tailored to specific industry requirements.
Business Advisory
We provide strategic business consulting focused on operational efficiency and growth optimization. Our advisory services include cash flow analysis, process standardization, and performance metric development. We act as virtual CFOs, helping businesses implement systems that drive consistent, measurable improvements in profitability and scalability.
Tax Strategy Planning
Our proactive tax strategy services focus on long-term savings and compliance. We analyze business structures, industry-specific regulations, and financial goals to develop customized plans that minimize liabilities. Our approach includes entity selection guidance, multi-state tax planning, and succession strategy development for sustained tax efficiency.
People
Patricia O'Connor
CPA, MBA
40+ years of experience including Fortune 500 CFO roles, former Big Eight auditor, and QuickBooks ProAdvisor since 1998. Specializes in strategic business consulting and financial system optimization.
Cassie Nepstad
Chief Number Cruncher
Experienced QuickBooks specialist with expertise in bookkeeping automation and financial process optimization. Known for transforming disorganized financial data into clean, actionable reports.
Lorrie Toillion
Client Onboard Specialist
20-year finance industry veteran with CFP certification. Focuses on client integration, tax preparation, and personalized financial planning solutions for business owners.
Questions
What accounting services do you offer for small businesses?
We provide full-charge bookkeeping, financial statement preparation, cash flow management, and customized accounting system implementation using QuickBooks and integrated platforms.
How do you approach tax planning for businesses?
We focus on year-round tax strategy development, entity selection guidance, multi-state compliance, and proactive planning to minimize liabilities while maximizing savings opportunities.
Can you help with QuickBooks setup and training?
Yes, as Advanced ProAdvisors, we implement customized QuickBooks systems, provide staff training, and develop integrated tech stacks for automated financial processes.
What makes your business advisory services unique?
Our advisory combines accounting expertise with operational consulting, focusing on measurable improvements in profitability, cash flow, and system efficiency through strategic planning.
Do you work with businesses outside the Denver area?
Yes, while based in Denver, we serve clients nationwide through virtual advisory services and remote accounting support solutions.
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