You built something worth growing. Patrick Accounting handles the financial complexity behind the scenes so you can stay focused on the decisions that actually move your business forward.
Timely, accurate financial reports every month, with a team that explains what they mean and why they matter for your business.
Whether you're hiring, pricing a new service, or planning expansion, you need data you can trust. We make sure you have it.
Year-round tax strategy means you know what's coming, you've planned for it, and you're keeping more of what you earn.
Every growing business has a story, built by someone who had the courage to start, the tenacity to stay, and the ambition to keep going.
As the owner, you're the one writing that story. But messy books, surprise tax bills, and financial systems that can't keep up can pull your attention away from the decisions that actually matter.
We handle those complexities. You stay focused on leading your business.
See PricingYou get accurate, timely financials every month, plus a team that walks you through what the numbers are telling you. No more staring at a P&L wondering what it means. No more making your biggest decisions based on incomplete information.
When your accountant reviews your books every month and projects your tax liability throughout the year, you stop being surprised. You know what's coming, you've planned for it, and there's still time to do something about it. For most growing businesses, proactive tax planning alone covers the cost of the entire accounting relationship.
We set you up on QuickBooks Online and build the right chart of accounts, reporting structure, and tech integrations for where your business is and where it's headed. When your systems are designed for growth, financial clarity compounds over time instead of falling further behind.
From first-time outsourcers crossing $500K to multi-location operators managing $5M+, we've spent over 20 years working with growth-minded business owners who care about their numbers and want a partner that actually shows up all year.
We offer accounting and tax services built around the specific needs of growing businesses, from your first year of clean books to CFO-level strategic support.
Accurate, timely financial reports every month, along with a team that interprets the numbers and helps you understand what they mean for your business decisions.
We don't just file your taxes. We plan for them all year. Mid-year and year-end strategy sessions mean your liability is never a surprise, and every legal opportunity to reduce what you owe gets captured.
If your books aren't on QuickBooks Online, we'll move them. We build the right structure from the ground up (chart of accounts, integrations, and reporting), so your financial data is reliable and useful from day one.
Know what's coming before it arrives. We help you see 30, 60, and 90 days out so you can make hiring, investment, and growth decisions with confidence, not crossed fingers.
We're a Profit First firm. We help you build a cash management system that makes profitability a design feature of your business, not whatever happens to be left over after everything else gets paid.
Every month, you get accurate financials, a team that explains what they mean, and real conversations about your business. When you're considering a new hire, a price increase, or your next big move, we're the call you make.
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We know that friction is the main reason most business owners don't switch accountants. So, here's what getting started with us actually looks like.
We spend 30–45 minutes learning about your business, from your current setup to the things keeping you up at night and where you want to go. We'll be upfront about whether we're a good fit, and if we are, we'll show you exactly what a partnership would look like.
Once onboarded, we handle the heavy lifting: cleaning up your books, setting up QuickBooks Online, aligning your chart of accounts, and reviewing your last three tax returns for anything that's been missed. You get a clean starting point and a system built for what your business actually needs.
With accurate monthly financials, proactive tax planning, and a team that picks up the phone, you stop reacting and start leading. You make faster, more confident decisions. And your business grows with a financial foundation underneath it.
There's no magic revenue number. It's about complexity, not size.
Monthly accounting becomes essential when your business reaches a point where you're making decisions that have real consequences without reliable data to back them up. That might happen at $750K, or it might happen at $2M.
The trigger isn't the revenue. It's when the cost of not having current financial visibility starts outweighing the investment in getting it.
Common signs you're there:
If any of those sound familiar, it's time to have a conversation.
Read more → 8 Signs Annual Bookkeeping Isn't Enough
Bookkeeping records what happened. What we do goes well beyond that.
We interpret what the numbers mean, plan proactively for taxes, advise on major business decisions, and build financial systems that support where your business is going. Think of it less like a transaction service and more like having a financial partner in your corner year-round.
We also require that payroll run through our sister company, Whirks. This is how we make sure your books are always accurate, your payroll data connects to your financials, and nothing slips between two providers who aren't talking to each other.
Read more → What Monthly Accounting Does That Annual Accounting Never Will
Our monthly services start around $750/month for the Core package and go up based on your business's complexity, including transaction volume, number of entities, and the level of reporting and advisory support you need.
Most clients with payroll included land around $1,000/month.
When you start with us, there's also a one-time onboarding investment that covers getting your books current and your systems set up correctly (typically 1–2x your monthly fee).
We publish transparent pricing because we think you deserve to know what you're considering before you talk to anyone. Use our pricing calculator for a personalized estimate, or schedule a discovery call, and we'll walk through it together.
→ Use our Pricing Calculator to estimate your investment.
Yes. Through our sister company Whirks, we provide payroll processing, HR services, employee benefits management services, and business insurance.
Your payroll expert will collect and address your employees' hours, earnings, deductions, and other data required to calculate net pay. They will then distribute wages to your employees and report and remit associated taxes to the relevant authorities.
The Patrick Accounting + Whirks combo makes us your one-stop shop for all your back-office needs.
→ See why it makes sense to streamline both under one roof: Why Smart Business Owners Combine Accounting & Payroll Under One Roof
The confidence behind your growing business centers around having the right people in your corner. A team that already knows the answers is one you should never be afraid to call.
Whether you're worried about a big financial decision or just need someone to tell you you're on the right track, we're here for every question, every time.
Your accountant can be reached by call, text, or email and will respond promptly at no extra fee. This remains true for most one-off questions!
Resources built for growth-minded business owners who want to understand their numbers and make better decisions with them.
As your team grows, payroll gets more complicated. More employees means more payroll runs, more compliance exposure, and more opportunity for errors that show up in your books.
Combine the essentials (accounting, bookkeeping, tax, and payroll) into one coordinated solution with Patrick Accounting and our sister company, Whirks.
When your accountant and your payroll provider share the same data, your financials are always accurate, your tax planning is always current, and nothing gets lost between two providers who aren't talking to each other.
We simplify bookkeeping, accounting, taxes, and payroll so you can confidently focus on growing and improving your business.
With our experienced pros, you’ll have a team that truly cares about your success!