COMPANY PROFILE

A cut above! We are a boutique CPA firm that offers exceptional service and valued product to a select list of clients. Our clients tend to be high achieving, profitable, privately owned and operated companies in the small to medium enterprise (sme) segment of the economy (sme clients for our purposes have revenue up to $40-50 million).

We offer unparalleled levels of service and response.

We are able to do this by limiting the types/kinds of assignments we take on. We are not a traditional tax practice CPA firm. We limit our individual tax practice so as to be able to respond quickly to our business clients' needs on a year round basis - even in the deepest part of “tax season”. Because we prioritize our practice to businesses and owners, we are available when the client needs us.

The real question is what's in it for you?

Simple – Exceptional Service and Valued Work.

In addition to traditional CPA firm services such as tax and financial statements, we bring to the relationship an extensive list of proactive, client centered services.

First, we offer outside the box thinking. Using a fantastic data analyzing software product called GamePlan™ we prepare monthly, periodic or annual reports that give our clients insight into how their companies are achieving (or not achieving) certain results. We can prepare the following types of reports:

• Trend analysis
• Breakeven analysis
• Profitability by customer, product line or location
• Financial ratios
• Productivity reports
• What if scenarios
• Cash Flow planning and monitoring
• Monthly Key Performance Indicator reports For examples of these reports, see our consulting section.

Both partners have worked inside of client companies as CFO's with operational authority. We see client businesses from both perspectives.

We offer first class accounting and tax services. We believe in planning, planning, planning, so that no client is surprised when their tax returns are completed. We provide a full range of these services. See the Services section for details.

We work hand in hand with our clients to help them build a better business.

We are different. Give us a call and find out just how different.

“These guys are absolutely unique. Nobody else in town does what Palius + O'Kelley does.”

Bill Rogers
Partner, Rogers & Sheffield.