Business Details
Your Trusted Accounting Partner in Troy, MI
Beals, Caruana & McVety, PC has been delivering comprehensive accounting and financial services to businesses and individuals in Metro Detroit for over a decade. Our team of Certified Public Accountants and financial professionals brings decades of combined experience to tax preparation, bookkeeping, wealth management, and strategic consulting. We prioritize personalized service, proactive tax planning, and deep client relationships to help clients achieve financial stability and growth.Our expertise spans diverse industries including healthcare, construction, education, and nonprofit organizations. We maintain rigorous professional standards while offering tailored solutions that address each client's unique financial landscape.
Services
Tax Preparation
Bookkeeping Services
Wealth Management
Business Consulting
Charter School Accounting
Highlights and features
- Our team includes CPAs with over 20 years of combined experience
- Specialized expertise in tax planning and business consulting
- Personalized service tailored to Metro Detroit's business community
- Comprehensive financial solutions from bookkeeping to wealth management
- Proven track record with diverse industries including charter schools and healthcare
What people say
Nothing exceptional
Thorough job
Professional and friendly
Real advocate
Highly recommend
Services
Tax Preparation
Our comprehensive tax preparation services cover corporations, partnerships, individuals, and trusts. We handle complex filings including S corporations, employee benefit plans, and not-for-profit organizations. Our CPAs stay current with evolving tax codes to ensure compliance while maximizing deductions. Clients benefit from strategic year-end planning that optimizes financial outcomes and minimizes tax liabilities.
Bookkeeping Services
We provide full-cycle bookkeeping services including daily transaction recording, bank reconciliations, and payroll management. Our team maintains accurate financial records that support informed business decisions. Services include accounts receivable/payable management, financial statement preparation, and interim accounting support for businesses needing temporary staff replacement.
Wealth Management
Our wealth management strategies address retirement planning, estate preservation, and investment optimization. We develop customized plans considering education funding, insurance needs, and tax-deferred growth opportunities. Services include retirement income analysis, business succession planning, and long-term care insurance strategies tailored to individual financial goals.
Business Consulting
We offer strategic consulting for business growth including tax issue resolution, cash flow management, and operational reviews. Our expertise covers cost segregation studies, compensation planning, and bank financing assistance. Clients receive actionable insights to improve profitability and navigate complex financial challenges.
Charter School Services
Specialized financial services for charter schools including grant management, budget preparation, and compliance reporting. We handle federal/state funding requirements, annual audits, and transparency reporting. Our team supports school districts with financial statement analysis and operational efficiency improvements.
People
John V. Caruana
Certified Public Accountant
With over 30 years of experience, John specializes in tax planning and business consulting. He assists clients with loan acquisitions and pandemic relief programs, leveraging expertise from working with national CPA firms and small businesses.
Jeremy M. McVety
Partner
Jeremy leads our charter school services division and wealth management strategies. With 20+ years in public accounting, he focuses on audits, tax planning, and technology-driven financial solutions for diverse business entities.
Veronica M. Pelak
Bookkeeper
Ronnie brings 30+ years of bookkeeping expertise, managing payroll, financial statements, and tax preparation for small to mid-sized businesses. Her experience spans multiple industries with a focus on accurate, timely financial reporting.
James H. Hern
Financial Advisor
Jim provides comprehensive financial planning including retirement strategies, investment analysis, and insurance planning. He holds multiple certifications including Accredited Investment Fiduciary and Retirement Income Certified Professional designations.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle bookkeeping, financial statement preparation, payroll processing, and cash flow management tailored to Metro Detroit's small businesses.
Do you specialize in tax preparation for specific business types?
Yes, we handle corporations, S corporations, partnerships, LLCs, and not-for-profits with expertise in complex tax situations.
What sets your wealth management services apart?
Our approach combines retirement planning, estate strategies, and investment analysis with personalized guidance from certified financial professionals.
Do you offer consulting services for new businesses?
We provide startup consulting including business structure selection, tax planning, and financial forecasting to establish strong foundations.
What are your tax season hours?
January through April 15: Monday-Thursday 8AM-7PM, Friday 8AM-5PM, and Saturday 9AM-3PM for urgent needs.
