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Who We Help
Running a business is challenging. You’re passionate about what you do, but the financial complexities can sometimes feel overwhelming.
At Patrick Accounting, we believe you deserve more than just an accountant. You need a guide who understands your industry, your challenges, and your goals.
Does Running Your Business Feel Like This?
Without the right financial partner, the road ahead gets foggy fast. Here's what we hear from business owners before they come to us.
Growing Pains
Your business is growing, but the finances aren't keeping up. What worked last year is leaving you in the dark this year.
Tax Surprises
You get to year-end and the number shocks you. Overpaying, underpaying, stressed all the same. It doesn't have to be this way.
Flying Blind
You're an expert at what you do. You shouldn't also have to be an expert in accounting. But without guidance, every decision feels like a guess.
Serving a WIDE Range of Industries
Types of Businesses We Help
We work well with a wide variety of businesses, but here are a few examples that are an especially good fit for our services:
Salons, Spas & Fitness Studios
Home Service Contractors
Medical & Dental Practices
Auto Body & Repair Shops
Law Firms & Professional Services
Are We The Right Fit For You?
We work best with growth-minded business owners who are driven, tech-savvy, and focused on building a better business.
Our ideal clients value a clear roadmap for success and stay engaged throughout their journey, knowing that the right guidance and tools lead to lasting growth and profitability.
You Care About Doing Things Right
You Value Expert Guidance
You're Open To Technology
You're Ready To Grow
Who Is Not a Good Fit For Patrick Accounting Services?
We're not the right choice for everyone, and we want to be upfront about that. Here are some signs that Patrick Accounting probably isn't the best fit for your situation:
If your revenue is under $500K
You're likely not at the stage where full-service outsourced accounting gives you strong ROI. Our sister company Whirks can help with payroll and HR while you grow toward that threshold.
If you want tax-only services
That's not something we offer. We don't separate bookkeeping from tax because they have to work together for either one to actually help you.
If you're not willing to move your payroll
We require payroll to run through Whirks so that our team can produce accurate, timely financials. It's not a preference; it's how we deliver what we promise.
If you prefer paper-based processes or want to keep accounting in-house,
we're probably not the right match. Our model is built on cloud-based collaboration.
If you have complex job costing needs
Construction is the most common example, or if you need someone to manage full accounts receivable and accounts payable, our model isn't set up for that.
If your business is generating over $10M in revenue and you have internal financial staff
You may be better served building that team out rather than outsourcing. There are exceptions (multi-location restaurants and franchise groups often stay with us well past that mark), but it's worth an honest conversation.
Hear From Our Clients
“Patrick Accounting has been the partner I needed to grow my business. They’ve inspired the competence and confidence to help me plan for the future.”
Getting Started Is Simpler Than You Think
Most new clients tell us the same thing: they waited too long because they assumed it would be complicated. It isn't. Here's exactly what happens when you reach out.
Let's Chat
Start with a 30-minute chat to tell us about your business and any challenges you are facing, review your current systems and your specific needs.
Turn Insight Into Action
We take over the accounting, bookkeeping, and tax preparation. As your business grows, our services adapt with it. You focus on the work you love.
Hit Your Goals
Regular reviews, real numbers, honest guidance. Month after month, we make sure you're one step closer to the business you set out to build.
Not Your Typical Accountants...
Most accounting firms give you a portal, a pile of requests, and a CPA who's too busy to explain what any of it means. We built Patrick Accounting to be the opposite of that.
We're genuinely obsessed with small businesses. We like the problems. We like the hustle. We like being the people who know your numbers better than you do, so you can stop thinking about them and get back to work.
We're not here to lecture you. We're here to fix the stuff, explain what matters, and get your business one step better.
READY WHEN YOU ARE
We'll Handle The Stuff You Don't Want To
So You Can Do The Stuff You Love
Bookkeeping, taxes, payroll. Done right every month by a team that genuinely cares whether your business grows.
Schedule a 30-minute call, and we'll look at your current financial situation, tell you honestly what we see, and walk you through whether we're the right fit.
