Working with Brandt Marino, CPA
Your success is our biggest motivation
To be your trusted advisors means we’re here for the long haul. Building a successful business often takes time. Our aim is to come alongside you and your business, wherever you are currently, and to grow with you. We collaborate closely with you, tailoring our services to align with your unique goals and challenges. And as you succeed, we succeed.
From business operations and best practices, to the foundational systems that help your business become more tax efficient, our ultimate goal is to continue to provide superior solutions to your Accounting and Tax needs at every stage in the growth of your business.
Learn more about our Tax, Accounting, and Advisory Services, or get to know Our Team.
YOUR EXPERIENCE
We lift the burden of tax and accounting
You have plenty to focus on in your business. For most business owners thinking about the financial side of things is way less fun than actually working your business. But for us, the numbers are the fun part! So why not let us take that off your plate. Here’s what that could look like:
UNDERSTANDING YOUR NEEDS
The first step in our process is for us to get to know one another, and to clearly understand your needs as a business. During a quick, friendly phone call we’ll be able to discuss your accounting needs, what services may be required, the timeline for those services, and what your investment might be.
STRATEGIC PLANNING
The next step is to assemble a strategic, actionable plan for moving forward. This will include an outline of services, expected fees, and may also include additional tips or advice for simple actions you can take to help your business run more efficiently, even while we’re providing our services to you.
A MODERN APPROACH
One way that we provide superior services to our clients is to leverage modern technologies in all that we do. Our office has completely remote capabilities, and our client portal makes uploading, organizing, and signing documents a breeze for our clients, and for us. Clients can also ask questions and review their progress quickly and conveniently, 24/7.
ONGOING RELATIONSHIPS
Our favorite client relationships are long-term client relationships. Like we said, we're in it for the long haul. Many of our clients require services on a monthly, quarterly, or annual basis. The frequency of these recurring services is agreed upon in advance, and may be determined by a variety of factors, such as filing or reporting deadlines.
“My wife and I have 2 small LLCs. We have worked with Brandt Marino for over five years and he has been very easy to work with for our accounting needs. Brandt's knowledge and efficiency are always on point. We look forward to a continued business relationship.”
— Scott & Lori M.