Bookkeeping, payroll, and tax services for Professional Services.

Get clear and accurate books by professional advisors.

Service providers we've worked with include

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Business Consultants

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Marketing Firms

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Lawyers

Serve your clients and we'll take care of the rest.

Bookkeeping

We do the work for you and provide analysis so you can focus on growing your business. Gain peace of mind knowing your books are clean and your numbers are accurate.

Full-Service Payroll

We make it easy for you to onboard, pay, insure, and support your team. Simplify your payroll with ProAdvisor CPA so you can focus on what matters.

Taxes

Our Tax ProAdvisors help you effectively navigate the seas of corporate & personal taxation. We can help you save money and increase profits through our ProActive tax planning and preparation.

CFO / Controller Services

Need a personalized strategic financial approach for your business needs at a fraction of the cost of a full-time controller or CFO?  We’ll work with you to implement the right processes, controls, and financial solutions that you need now. 

“As a small business with our first year under our belts and consistent growth, we needed some help getting everything organized. ProAdvisor CPA got us set up on QuickBooks and is always available when we need help.”
 
Jessica Page

Licensed Realtor

“As a small business with our first year under our belts and consistent growth, we needed some help getting everything organized. ProAdvisor CPA got us set up on QuickBooks and is always available when we need help.”

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Jessica Page

Licensed Realtor

ProAdvisor CPA is built for growing businesses.

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Experts in Professional Services.

We know professional services-we are one. Our owner Erik Casarez worked in his father's web-design firm before he helped start ProAdvisor CPA. ProAdvisor CPA was born from his goal to build a firm to better serve the professional services client.

Professional, personal support.

We understand the value a professional service provider delivers to their clients. Your ProAdvisor knows your business inside and out. They are with you from the beginning. They will go through your goals for the future and help you establish a financial foundation to achieve those goals.

All in one firm that grows with you.

We can grow with you from the beginning. As you grow we are there to help you. From setting you up on the appropriate business apps at the start, to proactive tax planning, and to payroll support as you hire employees. By understanding the full scope of your finances, we can tailor our services and advice for your specific needs.

We help our clients build successful businesses.

They have been featured on…

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All in one CPA firm for your business needs.

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Bookkeeping

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

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Payroll

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

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Taxes

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

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Controller Services

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

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Ready to get your books done right?

Get started today!

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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.