Our Services
The Bean Counter, LLC provides comprehensive financial, tax, and advisory services designed to support individuals, nonprofits, and businesses at every stage of growth. Our team delivers accuracy, insight, and strategic guidance
to help you make confident financial decisions.
Accounting & Advisory Services
Accounting Services
Accurate, reliable accounting support to keep your financial records organized and compliant.
Advisory Services
Professional guidance to help you strengthen operations, optimize financial decisions, and plan for long-term success.
Bookkeeping
Detailed, precise bookkeeping to keep your business running smoothly and your records audit-ready.
Audits, Reviews, and Compilations
Thorough financial reporting services that enhance transparency and support regulatory compliance.
Financial Strategy & Management
Business Valuation
Professional valuation services to determine the true worth of your business for planning or transactions.
Cash Flow and Budgeting Analysis
Insightful analysis to help you manage expenses, improve cash flow, and make informed financial decisions.
CFO Services
Executive-level financial leadership and strategic support without the cost of a full-time CFO.
Debt and Finance Advising
Guidance in managing debt, improving financial structure, and securing the right financing for your needs.
Planning, Forecasting & Growth Support
Financial Projections and Forecasts
Data-driven forecasts to help you plan strategically and prepare for future opportunities or challenges.
Financial Consulting
Personalized consulting that addresses complex financial matters and supports major business decisions.
Mergers, Acquisitions, and Sales Management
Professional support for evaluating, negotiating, and managing major transactions.
Loan Preparation
Comprehensive assistance in preparing financial documents needed for business or personal loan applications.
Specialized Industry Services
Non-Profit Accounting
Specialized expertise in nonprofit reporting, compliance, grants, and fund management.
QuickBooks Accounting
Full support for QuickBooks Online, including setup, cleanup, training, and ongoing management.
Tax Planning & Preparation
Strategic tax planning and accurate preparation to minimize liabilities, maximize cash flow, and ensure compliance.
Ready to Strengthen Your Financial Future?
Whether you need accurate bookkeeping, strategic planning, or expert tax guidance,
our team is here to support your goals with clarity and professionalism.