Who we are – Bret Pacheco CPA

Plan. Grow. Achieve.

We’re Not Like the Other Guys

I started my practice in 2008 to do true accounting work. My convictions about having my own practice came from the desire to use my knowledge and skills to bring clarity, purpose and intention to each client’s unique situation.

I spent my formative years working at a variety of large and widely respected accounting firms. After working my way up to a senior management position with a large regional firm, I became impatient with the impersonal and ineffective nature of traditional accounting—profit-driven billing practices, reactive instead of proactive accounting, and separating the client from their finances.

When you work for the large firms, everything is measured in small increments of billable time. We were driven to generate revenue above all else, which created a transactional service that put the client last. I respect this process, but It never made sense to me that I was advising clients strictly from a technical standpoint. After all, how can I truly give someone good financial advice if I don’t even know what or where they are trying to go?

When I started my own firm I committed to billing strictly on a fixed fee arrangement. We establish each client’s needs and then set a monthly fee and explain exactly what that cost covers—this includes emails, meetings, and the continual process of discovering who you are and where you truly wish to go in life and business.

We desire to connect with our clients and we don’t want fees to disrupt the relationship.

We’re Not Just Money Managers

At Bret Pacheco CPA, we pride ourselves on being a relevant, genuine, high-touch, and proactive accounting firm. Our team’s diverse business expertise allows us to impact a client’s life and finances in a deep and meaningful way. We see things from a holistic perspective, always taking the time to stop and ask, “Why are we doing this? Does it serve the greater good? Are we accomplishing the real goal here?” We prefer consistent communication which allows us to adjust and change our strategy at a moment’s notice.
The good experiences—and the hard—throughout my life have given me a deep understanding of my clients’ needs, fears, hopes, and dreams. I’m able to see the story the numbers tell and identify the choices that disrupt the narrative.

Whatever your financial story is, let’s start a new chapter together and write the ending you’ve always dreamed of.

FOUNDER, OWNER, MEMBER

Bret was born and raised in Belgrade, Montana. He moved to Alabama after receiving a full ride to Central Alabama on a baseball scholarship. After two years, Bret decided to hang up the cleats to pick up a calculator and begin working in public accounting. Graduating from Auburn University, at the Montgomery campus, Bret has been in public accounting for over 20 years. Bret has worked ranging from small firms to a top 15 firm gaining great experience before starting his own practice. Bret’s experience ranges from audit work to business consulting and tax preparation. Despite having a great array of public accounting experience, Bret now focuses on the small business industry across all sectors. Bret has a passion for watching the small business owner succeed and accomplish both business & personal goals.

Matthew Sand

SENIOR MANAGER

Bio coming soon.