Business Details
23 Years
experience
Trusted Accounting Services for Small Businesses in Memphis
Founded in 2003, Patrick Accounting has dedicated itself to empowering small businesses through comprehensive financial solutions. Our team of certified professionals brings decades of collective experience in bookkeeping, tax strategy, and payroll services, serving clients nationwide from our Memphis headquarters. We specialize in simplifying complex financial processes for growth-minded business owners across diverse industries, including hospitality, healthcare, and professional services. Our approach combines cutting-edge technology with personalized guidance to ensure clients maintain compliance, reduce audit risks, and make data-driven decisions. Recognized as one of Inc. 5000's fastest-growing companies for six consecutive years, we prioritize proactive financial management and client education to foster long-term success.Our values of accountability, continuous improvement, and empathetic service delivery distinguish us as more than just accountantswe're strategic partners invested in our clients' growth and financial wellness.
Services
Bookkeeping
Tax Planning
Payroll Services
Financial Advisory
HR Services
Details
- Year established: 2003
Highlights and features
- We offer 20+ years of specialized accounting expertise for small businesses
- Our team provides proactive financial guidance with guaranteed on-time delivery
- We implement industry-specific solutions for restaurants, healthcare providers, and professional services
- Our services include integrated payroll through our sister company Whirks
- Recognized 6 consecutive years on Inc. 5000's Fastest Growing Companies list
What people say
Immediate responses
Thorough question answering
Financial clarity
Proactive guidance
Industry expertise
Services
Bookkeeping
Our bookkeeping service maintains accurate, up-to-date financial records using cloud-based systems like QuickBooks Online. We handle daily transactions, bank reconciliations, and financial reporting to provide real-time business insights. This service ensures you always know your financial position for informed decision-making.
Tax Planning
We offer year-round tax planning to minimize liabilities and maximize savings. Our experts analyze your financial situation, identify deductions, and implement strategies that align with your business goals. This proactive approach prevents surprises and optimizes your tax position throughout the year.
Payroll Services
Through our sister company Whirks, we provide integrated payroll processing with tax compliance and HR support. This service automates wage payments, tax filings, and employee benefits administration while ensuring seamless accounting integration for complete financial management.
Financial Advisory
Our advisory service delivers customized financial strategies for business growth. We analyze performance metrics, review operational goals, and provide actionable recommendations to improve profitability. Regular financial reviews help track progress toward your business objectives with expert guidance.
HR Services
Through Whirks, we offer comprehensive HR services including employee benefits administration and compliance support. This service helps manage workforce needs while maintaining regulatory compliance, allowing business owners to focus on core operations without HR complexities.
People
Matthew Patrick
President, Founder
CPA with 20+ years of experience in small business accounting, founded Patrick Accounting in 2003 to simplify financial processes for business owners. Leads strategic direction and client relationships.
Mike Shaeffer
Chief Operating Officer
Oversees daily operations and service delivery, ensuring clients receive consistent, high-quality accounting solutions. Brings extensive experience in business process optimization and team leadership to client engagements.
Kim Pope
Director of Accounting
EA with deep expertise in accounting systems and processes, manages the accounting team to ensure accurate financial reporting and timely delivery of client services across multiple industries.
Sandy Ledbetter
Director of Tax
CPA specializing in tax strategy, leads tax compliance and planning services. Helps clients minimize liabilities while maintaining compliance through proactive year-round tax management solutions.
Shelby Betts
Director of Business Development
Focuses on connecting growth-minded business owners with appropriate accounting solutions. Understands small business challenges and matches clients with services that support their specific growth objectives.
Questions
Do you offer tax-only services?
We don't provide standalone tax returns. Our approach combines monthly bookkeeping with year-round tax strategy for comprehensive financial management and better tax outcomes.
What industries do you serve?
We specialize in restaurants, healthcare providers, professional services, and other small businesses nationwide. Our team has deep experience across diverse sectors including hospitality and trades.
How does pricing work?
We offer three packages starting at $750/month. Pricing depends on transaction volume and complexity, determined through a discovery call to understand your specific needs.
What changes are needed when working with you?
Clients migrate to QuickBooks Online, adopt digital document sharing, and use Whirks for payroll. We guide you through these transitions for seamless accounting integration.
Are you a good fit for startups?
Ideal for startups projected to earn $500K+ annually. We help establish proper financial foundations and back-office systems to support growth from the early stages.
How do you ensure timely financial reporting?
Our proven systems guarantee accurate monthly reports. We maintain accountability through proactive outreach and dedicated team support to ensure consistent, on-time delivery.
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