Why Us – Bret Pacheco CPA

Plan. Grow. Achieve.

We’re Built Differently

We’re not here to provide an á la carte bookkeeping service or simply take orders. We’re not “yes-men”. We’re not here to sugar-coat things for you.

We’re here to work with you to create a holistic approach to finances and wealth management that revolutionizes your relationship to money. We’re here to help you get back to focusing on the parts of your business and personal life that bring you joy and meaning.

One Monthly Fee. Everything Included.

Unlike most CPAs out there, we don’t nickel and dime our clients. We charge a flat monthly fee that works for your business and your goals and provide as many or as few services as you require at any given moment. Balancing budgets and crunching numbers will be the last things you need to worry about.

Our Process

01. DISCOVERY

We start with a discovery process to determine where your business and your finances are and establish where you want to go.

02. SET GOALS

Once we’ve set some goals, we’ll set up a process, communication cadence, and agree on a monthly flat rate.

03. GET TO WORK

Our team will go to work analyzing accounts and start the day-to-day management of your finances.

04. ANALYZE & ADJUST

We’ll meet regularly and communicate frequently about where we’re at, what’s working, and what isn’t.

05. CRUSH GOALS & SET NEW ONES

After we’ve reached our set goals we’ll set some new ones.

Let’s work together to reach your financial goals.

We know that not every client will be a good fit for our firm—in fact, we embrace it. If you’re looking for a CPA that will work to understand where you want to go and give you direct, professional advice to help you get there, we’d love to chat. See if we’re the right CPA for your business by scheduling a consultation below.