Locally rooted. Nationally connected.
Who We Are
At eeCPA, we're a different kind of accounting firm. We're not just about crunching numbers and filing tax returns. We're passionate about understanding our clients, their businesses, and their goals. We're a team of experienced accountants who are dedicated to providing personalized, high-quality services to our clients.
Our Mission
We're committed to helping our clients achieve their goals by providing innovative, strategic accounting and tax consulting services. We believe that until you love people, money doesn't matter, and that's why we put our clients first. We take the time to understand their unique needs, goals, and aspirations, and we work closely with them to develop customized solutions that meet their specific needs.
Our Services
We offer a wide range of services to our clients, including:
Family Offices
As a complex organization, you need an idea-driven partner, not a reactive CPA. From education, inheritance, and succession planning to managing multiple investments and business activities, we fully handle the often-complex financial situations and day-to-day accounting needs for ultra-high-net-worth families.
Entrepreneurs
We save unconventional entrepreneurs time and money, acting as a true partner in driving your vision forward by managing and improving cash flow, financing, taxes, and accounting. We know the urgency of entrepreneurship, and we're here when you need us - acting as an extension of your team.
Commercial Real Estate Developers & Investors
A partner in all aspects of your finances, we add value and ideas to your business - while expertly managing investor relationships and stakeholder communication. With meticulous tracking of all moving parts, we take care of quarterly reports, documentation, loan paperwork, and project budgets, to name a few.
Why Partner with Us
At eeCPA, we're committed to providing exceptional service to our clients. Here are just a few reasons why you should partner with us:
- We answer the phone: No automated answering service here! Reach us when you need us directly by phone, text, email - whatever your preferred method of contact is.
- We strategize with you: We do much more than bookkeeping; we become your engaged tax and accounting partners. We develop innovative strategies to improve your unique financial situation.
- We're problem solvers: We think on our feet and solve problems quickly. Our team thrives on developing creative solutions to your most complex financial problems.
- We speak your language: We learn more than your first name; we get to know the ins and outs of you and your business and truly personalize our services to your unique needs and goals.
- We stay ahead of opportunities: With eeCPA, your finances aren't your burden anymore. We come to you with opportunities to save money and simplify your process.
- We keep things sunny: It isn't a drag to work with us! Our people are passionate, dedicated, and upbeat thanks to a tight-knit, supportive company culture.
Meet Our People
At eeCPA, we're a creative, idea-driven team that enjoys sharing, collaborating and supporting each other. Our love for our work is contagious, and it's hard not to smile when you're around us! We're resourceful, innovative and relentless in our commitment to delivering extraordinary results.
Overall Experience
The majority of reviewers have had a highly positive experience with eeCPA, praising the firm's professionalism, expertise, and personalized service.
Positive Aspects
- Excellent Communication: Many reviewers appreciated the firm's prompt and responsive communication, even during busy seasons.
- Knowledgeable and Professional Staff: eeCPA's team, including Elizabeth and staff members like Ashley and Margie, were commended for their expertise and professionalism.
- Personalized Service: Reviewers felt that the firm went above and beyond to provide personalized service, offering tailored solutions and strategies for their specific business needs.
- Value for Money: Although eeCPA may not be the cheapest option, reviewers felt that the value of their expertise and personalized service far outweighed the additional cost.
Negative Aspects
- Unresponsive Service: One reviewer had a poor experience, citing unresponsive service and lack of progress on their extensions and filings.
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