We make life easier for growing businesses and individuals.
We make life easier for growing businesses and individuals.
Our Mission
To provide excellent services through a modern experience, professional expertise, and best in class communication
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
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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 are Passionate Visionaries
We are accountable to our Vision, and pursue it with courage and authenticity.
We are Opportunity Seekers
We uplift each other in the pursuit of innovation and and excellence.
We are Adaptable Achievers
We are team players who take the initiative, are dependable, and deliver results.
We are Exceptional Communicators
We make time to listen, observe and deliver guidance and truth in kindness.
We are Professional Experts
We are competent, respectful, & continually improving.
We love our team
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.
Bookkeeping
Your team of bookkeeping ProAdvisors do the work and provide analysis so you can focus on your business.
Payroll
Full-Service Payroll & HR services that make it easy for you to onboard, pay, insure, and support your team.
Taxes
Avoid costly tax mistakes and get the credits you deserve with proactive tax planning throughout the year.
Controller Services
Develop a strategic financial approach for your business. We’ll help you implement the right processes and controls.
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ProAdvisor CPA is an active, registered, & licensed Certified Public Accounting firm that abides by the strict regulations of the State Board of Accountancy.