Do What You Love

Lets us do your Taxes & Books


Tax strategies and bookkeeping that benefit business owners

Call: 1-855-257-9446

Tax strategies, structures and bookkeeping for business owners

Call: 1-855-257-9446

BRODIE CPA PLLC financial bookkeeping logo

Affordable Professional Financial Services

Keep our clients growing and on-track

Call us for a consultation

(919) 654-6788

Try 1040.com - for Simple, $25 DIY Tax Returns

Managing Partner
BRODIE CPA PLLC financial bookkeeping logo

Affordable Financial Service

Keep our clients growing and on-track

Call us for a consultation

Try 1040.com - for Simple, $25 DIY Tax Returns

What We Do


Tax Strategy


  • Limited Liability Companies (LLC's)
  • S-Corp Elections
  • Family management companies
  • Retirement Planning - 401k, IRA, HRA
  • Rental Properties

Bookkeeping


  • Monthly record keeping and accounting
  • Financial Statements: P&L's, Balance Sheets
  • Business Reporting, Payroll, Witholdings
  • Quickbooks Online and APP integration
  • Cloud and On-site solutions

CFO


  • Business Turn-Arounds
  • Negotiate bank/supplier terms & conditions
  • Restructuring operations to grow
  • Pricing and Margin consultations
  • Analyze strategic investment opportunities

Financing


  • Short-term operating loans
  • Promissory notes
  • Hard Money lending
  • Business planning
  • Financing for start-ups

What Our Clients Are Saying


I love working with Jen. Finally someone that's on the ball, understands the reporting I need to run my business and is well organized and on-time. Thank you.

If you are looking for someone to manage Quickbooks - look no further. You can be confident with this hire.

Efficient, organized, professional. Deadlines are met, reports are clear. I'm thankful to have someone who understands my business and I can use as a sounding board to make decisions quickly. A++

I was worried initially to give up doing the books myself and implement the automation proposed, but I am sooo happy I did. Everything runs much smoother now and I can use my time to grow the business instead of sweating the small stuff. I'm so happy to have more time and I can see my business is taking off.

Experts with your System +more

System Experts

Additional Services

More than just Taxes and Bookkeeping

Start-Ups
Direction

Minimize cost. Don't spend money on Corp's and LLC's you don't need. Partner with us, we'll save you thousands of dollars from mistakes and re-work.

Plans & Budgets
Efficiency

Plan your work and work your plan. Without a plan you will spend more time and more money to reach your goals.

Lending
Fuel & Grow

Inexpensive financing is available if you know where to look and can prove your case. We can help.

Turn-Arounds
Struggling?

If you need debt to keep your business going, then you need Help -- call us now!.
BEFORE it's too late to fix.