We specialize in working with small and medium sized businesses, primarily closely held private corporations and non profits. Our average business does around $500K per year in revenue and has 7–9 employees.

We do not provide specific investment services. However, we can recommend and coordinate with other professionals the best retirement or profit sharing plan to meet your near and long term goals.

You will work with a seasoned Accounting and Tax Manager and Bookkeeper. You may also work with a Payroll Specialist if you are using our payroll services.

A recent bank statement, or a statement of profit or loss, or a recent tax return for the business. Any or all of these can be helpful in making a meeting as efficient as possible for you.

Yes, we are QuickBooks Certified ProAdvisors and have extensive experience with all versions of QuickBooks from QBO to Enterprise. Upwards of 80% of our clients use QuickBooks in some fashion of their business.

Our Small Business Service Package takes that burden from you. We can tailor the service to allow you to focus on your customers and clients. We also work with administrative staff in your business where they might not be as well rounded as you would like, but can perform basic data entry duties or pay bills. We can take it from there.

A full service accounting business brings you the benefits of a coordinated effort, efficiency, and good communication of information. You don't want to hear that you need to speak to someone else to get a question answered or a matter resolved. We just take care of it.

We certainly aren't the least expensive accountants out there. However, we aren't expensive either. Typically, we are looking for ways to save you in taxes, give you good advice to save you in costs, or give you ideas to help you make more money. Sit down with us, and in 15 minutes or so, we can get you a pretty good idea of costs. If it makes sense, we will work a detailed proposal specifically for you.

If we decide together that it makes sense for us to work with you, you will know your annual costs up front. We break that cost into weekly installments for budgeting, and there are no additional surprise costs.

The traditional alternative is for a CPA to bill hourly for meetings and phone calls at a rate of $150–$250 per hour, which often generates surprise bills and a reluctance to talk to your accountant.

We won't make you guess. Our monthly accounting and bookkeeping packages are priced based on the size and complexity of your business. Most small business clients invest between $500–$2,500/month depending on transaction volume, payroll, and the level of advisory support needed.

We also charge a one-time onboarding fee — typically equal to one month's service — to get your books organized and systems set up correctly from day one. Every engagement starts with a discovery call so we can give you an accurate, honest number — no surprise invoices.

This is one of the most searched questions — and one most accountants dodge. The honest answer is that it depends on your business structure, revenue, and deductions. Here are some general benchmarks:

• Sole proprietors / LLCs: expect to pay 25–35% of net profit in combined self-employment and income taxes if not structured properly
• S-Corps: owners who take a reasonable salary can reduce self-employment tax significantly — often saving $5,000–$20,000+ annually
• C-Corps: flat 21% corporate rate, but double taxation on distributions is a real factor

If your accountant has never talked to you about entity structure optimization, you may be overpaying. That is a conversation we have with every client.

We don't offer standalone tax returns without ongoing bookkeeping. Here's why: accurate taxes require clean books throughout the year. When we only see your financials in April, we can't help you plan, find deductions proactively, or avoid surprises.

Our model pairs monthly bookkeeping with year-round tax strategy, so you're never scrambling come tax season — and you're likely paying less in taxes because we caught opportunities along the way.

Our best-fit clients are growth-minded small business owners who are tired of doing their own books and ready to make decisions based on real numbers. Typically:

• Businesses generating $250K–$10M in annual revenue
• Service businesses, contractors, healthcare, retail, and professional services
• Owners who want a long-term financial partner, not just a once-a-year tax preparer

We're probably not the right fit if you only need a one-time tax return filed or prefer to keep everything managed in-house.

The right time is usually before you think you need it. A few clear signs you're ready:

• You're spending more than a few hours a week on bookkeeping
• You don't know your profit margin off the top of your head
• You're growing fast and financial decisions are getting more complex
• You've had a surprise tax bill or missed an estimated payment

As a general benchmark, businesses with $500K+ in revenue almost always save more than they spend by outsourcing to a professional firm.

No long-term contracts. We work on a month-to-month basis after the initial onboarding period. We believe if we're doing our job — keeping your books clean, saving you money, and giving you clarity — you won't want to leave.

We do ask for a 30-day notice to offboard properly and hand off your records cleanly. That protects you as much as it protects us.

Most clients are fully onboarded within 30–45 days. Here's what to expect:

• Week 1–2: Discovery call, proposal, and engagement letter signed
• Week 2–3: We clean up or migrate your books to QuickBooks Online
• Week 4+: Regular monthly cadence begins — reconciliations, reports, and a monthly meeting with your team

We'll ask you to go digital-first on document sharing and to designate one point of contact on your side. That's it — we handle the rest.

Yes — you'll have a dedicated team, not a rotating cast of strangers. At minimum, we do a monthly financial review meeting to walk through your numbers, flag anything unusual, and align on next steps.

Between meetings, you can reach your team directly. We also proactively reach out when something needs your attention — we don't wait for you to call us.

Yes — and honestly, mid-year is sometimes the best time to switch. We can catch issues before they become year-end problems and get you set up before Q4 crunch time. Here's what we handle for you:

• Requesting records from your previous accountant or bookkeeper
• Reviewing the work done so far this year
• Catching up or correcting anything that needs attention
• Getting you on a clean cadence going forward

Switching accountants feels intimidating but rarely is. We've done it hundreds of times.

Absolutely — this is actually the most common situation we walk into. Messy books, missing reconciliations, or years of catch-up work doesn't scare us.

We'll do a books cleanup as part of onboarding, get everything reconciled, and establish a clean baseline going forward. The cost and timeline for cleanup depends on how far back we need to go and the volume of transactions, which we'll outline clearly before we start.

Yes. If you're a Bryant & Associates client and you get audited, we represent you. We've kept clean, well-documented books throughout the year, which is the single best audit defense.

We handle the correspondence with the IRS, gather the documentation they request, and communicate on your behalf. You don't have to walk into that alone. And because we do proactive tax planning — not just year-end filing — the chances of a surprise audit finding anything significant are much lower to begin with.

After working with hundreds of small businesses, we see the same issues repeatedly:

• Mixing personal and business finances in the same account
• Waiting until tax season to look at the books
• Not tracking owner draws or distributions properly
• Ignoring cash flow until there's a crisis
• Paying more in taxes than necessary due to poor timing of deductions

The good news? Every single one of these is fixable — and preventable going forward.

We believe the most trusted firms are the ones willing to talk about their own downsides. So here's the honest answer:

• Less face time: we're not in your building every day. If you need someone physically present, an in-house hire might serve you better.
• You have to stay engaged: outsourcing doesn't mean hands-off entirely. We need your documents on time and your input to do our best work.
• Transition takes effort: the first 30–45 days of onboarding require time and attention from you. It smooths out quickly, but it's not zero effort.
• Not ideal for complex job costing: if your business has heavy construction job costing or multi-location inventory tracking, you may need a more specialized solution.

We'd rather tell you this upfront than have you feel misled after signing on.

National firms and online CPAs often treat small businesses as low-priority accounts. You may get a different person every year, limited proactive communication, and no real understanding of your business goals.

With Bryant & Associates, you get a dedicated team that knows your business, reaches out proactively, and meets with you regularly — not just when you call with a problem. We are local, accountable, and invested in your growth.

That said, if price is the only deciding factor and you don't need ongoing advisory support, a lower-cost online service may fit better. We'd rather be honest than take on a client we can't serve well.

The honest answer is: it depends on your size and what you actually need.

• In-house bookkeeper: typically costs $40,000–$60,000/year in salary plus benefits. You get dedicated hours, but one person with one skill set. If they leave, you're stuck.
• Outsourced firm: usually $500–$2,500/month and you get a full team — bookkeeper, accountant, and tax strategist — for less than one full-time employee.

For most businesses under $5M in revenue, outsourcing wins on both cost and capability. We'll tell you honestly which option fits your situation.

QuickBooks Online is a great tool — and we use it with most of our clients. But the software doesn't tell you what the numbers mean, whether you're structured to minimize taxes, or whether you're on track to hit your goals.

Think of it this way: QuickBooks records what happened. A good accountant helps you decide what to do next. Owners who only use software tend to use it for compliance. Owners with a firm use it as a decision-making tool throughout the year.

If you're just getting started and revenue is modest, DIY with QuickBooks can work fine. Once you're past $250K–$300K in revenue, the cost of not having a professional almost always exceeds the cost of hiring one.