Clear numbers. Confident decisions.
Bookkeeping, tax and advisory from one team that knows your business, so you always know where you stand and what comes next.
I need help with…
Behind on bookkeeping? We clean up and reconcile past months, then keep your books closed on a monthly schedule so taxes and decisions are never guesswork.
Get caught upTax planning happens all year. We review your numbers quarterly, look at entity structure and timing, and prepare business and owner returns with no surprises in April.
Plan aheadPayroll, handled. On-time pay runs, payroll tax filings and year-end forms for employees and contractors.
Set up payrollSee the next 13 weeks before they happen. Rolling cash-flow forecasts, budgets and a monthly review call with an advisor.
Forecast my cashStart clean. Entity selection, chart of accounts, bookkeeping software setup and a tax calendar from day one.
Start rightWhat we do
Everything behind the numbers
Pick one service or let us handle the whole back office.
Bookkeeping
Accurate monthly books you can make decisions from.
- Bank and card reconciliations
- Monthly close and reports
- Catch-up and cleanup
Tax planning & preparation
Year-round planning, not just a filing deadline.
- Business and owner returns
- Quarterly estimates
- Entity structure reviews
Advisory & outsourced CFO
A finance partner for the decisions that matter.
- Cash-flow forecasting
- Budgets and KPIs
- Pricing and hiring decisions
Who we serve
We know how your industry runs
The right chart of accounts, the right reports and advice that fits the way you make money.
Restaurants & hospitality
Food and labor cost tracking, tips and sales tax.
Retail & e-commerce
Inventory, marketplace payouts and multi-state sales tax.
Creative studios
Project profitability and owner pay planning.
Startups & tech
Runway, investor-ready financials and equity basics.
Professional services
Utilization, billing cycles and partner distributions.
Construction & trades
Job costing, progress billing and equipment schedules.
See how we help →How we work
A monthly rhythm you can count on
No shoebox of receipts in April. Your finances move on a steady schedule.
Why Brennan & Shaw
One team. Your whole financial picture.
You will not be passed between departments. The same advisors handle your books, taxes and planning, so nothing falls through the gaps.
Insights
Guides for business owners
Tax planningYear-end moves to review before December
Timing, retirement contributions and equipment purchases.
Cash flowHow to build a 13-week cash forecast
A simple model that shows tight weeks before they arrive.
Getting startedWhat to look for in an accounting partner
Questions to ask before you hand over your books.
FAQ
Questions we hear first
Can you take over books that are behind?
Yes. We start with a cleanup of the months that are behind, then move you onto a regular monthly close.
Do you work with businesses outside our area?
Yes. Most of our work happens through a secure portal and video calls, with in-person meetings when you want them.
Which software do you use?
We work in the major cloud accounting platforms and will recommend what fits if you are starting fresh.
How is pricing set?
We agree on a fixed monthly scope based on your transaction volume and services, in writing, before any work starts.
Can you help me choose a business entity?
Yes. We walk through the tax and administrative tradeoffs with you and coordinate with your attorney on the filing.
Get started
Let's get your numbers working for you.
Book a consultation to talk through your business, your current setup and where you want to go.