Our Services
Tax Strategy
- LLCs & S-Corp elections
- Trusts & Family management companies
- Retirement: 401(k), IRA, HRA
- Rental property planning
Bookkeeping
- Monthly accounting & reconciliations
- Financials: P&L, Balance Sheet
- Payroll & withholdings
- QuickBooks Online & app integrations
CFO
- Turn-arounds & restructuring
- Bank/supplier negotiations
- Pricing & margin analysis
- Strategic investment reviews
Financial Advisory
- Investment allocation guidance
- Retirement income strategies
- Tax-efficient wealth planning
- Trustee / Succession & estate considerations
About Us
BRODIE CPA PLLC helps small and mid-sized business owners reduce taxes, stay compliant, and make better decisions with timely, accurate financials. We combine practical bookkeeping discipline with forward-looking tax planning so you keep more of what you earn while freeing up your time.
Credentials
-
U.S. Certified Public Accountant (CPA)
- Yes, we speak fluent IRS. -
Canadian Certified Public Accountant (CPA)
- Maple leaves and ledgers mix just fine. -
Licensed Financial Advisor
- Helping you grow it, not just count it. -
QuickBooks Online ProAdvisor & app integrations
- We make your software play nice together.
Our Approach
-
Plan first: entity choice, compensation, retirement
- No crystal balls, just good math. -
Systematize: clean books, clear KPIs, on-time filings
- Because chaos isn’t a strategy. -
Optimize: tax credits, elections, and tax-smart workflows
- Squeezing every last legal drop of efficiency. -
Maximize Wealth: building sustainable value
- And maybe saving you from that audit-induced ulcer.
Why Choose Us?
Personal Attention
Direct access to a seasoned CPA who understands small-business needs and timelines.
Tax-Smart Approach
We engineer workflows and structures to reduce taxes — not just record them after the fact.
On-Time & Organized
Clear deliverables, crisp financials, and proactive reminders to keep you on track.
What Our Clients Are Saying
Turning tax-time frowns into year-round smiles.
Efficient, organized, professional. Deadlines are met, reports are clear. A++
Finally someone on the ball — great reporting and on time. Highly recommend for QuickBooks.
The automation they set up freed me to grow my business instead of sweating the small stuff.
Additional Services
More than just Taxes and Bookkeeping
Avoid unnecessary entities and costs. Partner with us and save thousands in missteps and rework.
Plan your work and work your plan. Hit goals with fewer surprises and lower spend.
Find cost-effective capital — know where to look and how to present your case.
If you need debt to keep going, call now — before it’s too late to fix.