Profile
Brodie CPA PLLC
ListedCPA Tax Strategy and Bookkeeping Firm in Cary, NC
About
About
Brodie CPA PLLC provides tax, accounting, bookkeeping, payroll, and advisory services for individuals and businesses, with a focus on small and mid-sized business owners.
The firm’s tax planning work includes LLCs and S-Corp elections, trusts and family management companies, retirement planning considerations such as 401(k), IRA, and HRA, and rental property…
Brodie CPA PLLC provides tax, accounting, bookkeeping, payroll, and advisory services for individuals and businesses, with a focus on small and mid-sized business owners. Based in Cary, NC, the firm’s service information references tax strategy, monthly accounting and reconciliations, financial statements, payroll and withholdings, and financial advisory support.
The firm’s tax planning work includes LLCs and S-Corp elections, trusts and family management companies, retirement planning considerations such as 401(k), IRA, and HRA, and rental property planning. Its bookkeeping services include P&L and balance sheet reporting, QuickBooks Online, and app integrations.
Source materials also describe CFO-oriented support such as turnarounds and restructuring, bank or supplier negotiations, pricing and margin analysis, and strategic investment reviews.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| CPA accounting advisory | Standard | ||
| Bookkeeping services | Standard | ||
| Payroll services | Standard | ||
| Tax planning | Standard | ||
| Tax services | Standard | ||
Client types
Client types
Tax focus
Tax focus
Software tools
Software tools
Service areas
Service areas
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