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We make life easier for growing businesses and individuals.


Our Mission

We are here to make your life easier!

Our founders Erik & Rebecca started ProAdvisor CPA out of necessity when Erik worked in his father's Web-Design firm that struggled to find a bookkeeping and tax firm that spoke the language of the business owner.

In 2016 they formed a Certified Public Accounting (CPA) Firm known today as ProAdvisor CPA.

ProAdvisor CPA is committed to making life easier for business owners and individuals with a focus on helping them attain their financial goals and enjoy their journey.

“Do today what others won’t, so you can do tomorrow what others can’t… just remember to make time for others and enjoy the journey.”

Erik Casarez
Former Army Special Forces Green Beret
Owner, Co-Founder – ProAdvisor CPA

Our Story

During Rebecca’s time working in the public accounting space, she struggled with how firms treated their clients like numbers. For years she discussed with Erik how the firms she worked for should be doing more for their clients.

After Erik’s military career he worked in his father’s Web Design company. Erik struggled with how the bookkeeping and tax firms they worked with did not seem to understand how business works. It became a point of contention for them.

Erik served as an Army Special Forces Green Beret whose specialty is in unconventional warfare. With that mindset, he decided to rethink how a bookkeeping and tax firm would serve its clients.

In 2016, Rebecca left her firm and Erik left his father’s company, and together they formed ProAdvisor CPA.

Today, ProAdvisor CPA serves forward-thinking businesses and individuals nationwide.

ProAdvisor CPA is dedicated to making life easier for their clients with an all-in-one suite of solutions and by providing a modern experience without sacrificing the high-end quality one would expect from a Certified Public Accounting firm.


The values that drive everything that we do


We love our team

halloween team zoom - ProAdvisor CPA

Meet our leadership


Erik Casarez

Owner | Co-Founder

MS in Finance

MS in Organizational Leadership

BA in Business Management


Rebecca A. Casarez, CPA

CEO & President

Certified Public Accountant (CPA)

MS in Accounting

BS in Accounting


We help businesses grow right

We are an all-in-one CPA firm for your business needs



Your team of bookkeeping ProAdvisors do the work and provide analysis so you can focus on your business.


Get your books done right ->



Full-Service Payroll & HR services that make it easy for you to onboard, pay, insure, and support your team.


Get payroll support ->



Avoid costly tax mistakes and get the credits you deserve with proactive tax planning throughout the year.


Get your taxes done by a pro ->


Controller Services

Develop a strategic financial approach for your business. We'll help you implement the right processes and controls.


Get finance support ->

Get in touch with ProAdvisor CPA

Schedule a Free Zoom Meeting with a ProAdvisor

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