The financial machinery a $200 million company runs on, built for the business you actually own.
Tax, accounting, and business strategy for owner-operated businesses in the New York metro. The forecasting, reporting, and deal analysis institutional investors demand, sized for your company, at flat prices quoted up front.
What we do
Tax preparation & planning
Business and personal returns done right, in every state, and planning that starts before year-end instead of after it. S-corp and partnership returns, multi-state filings, and the owner's return handled together, by the same person.
Accounting & monthly advisory
Clean books, a close that happens every month, and numbers you can actually run the business on. Flat monthly pricing, no hourly meter.
Audit & assurance
When a lender, landlord, bonding company, or partner needs more than internal statements, we prepare what the agreement calls for and stand behind it.
Business strategy & financial engineering
The Wall Street part: cash flow forecasting, pricing, financing readiness, and help buying, selling, or handing down the business. The analysis investors get, for the company you actually own.
Why owners hire us
Bank-ready numbers
Years spent on the lender's side of the table means your financials get built the way banks read them. When you ask for a loan or a line, the package looks like the ones that get approved.
A real forward view
Most small businesses see their numbers months late. We build the cash forecasts and budgets institutional investors demand, so decisions get made looking forward, not in the rearview mirror.
Deal experience when it counts
Buying a competitor, taking on a partner, selling someday: these are once-in-a-lifetime moves for an owner and everyday work on an investment team. You get the second kind of experience for the first kind of decision.
Who we serve
Owner-operated businesses
Contractors, restaurants, medical and professional practices, wholesalers, service companies. Roughly $500k to $50 million in revenue.
S-corp and partnership owners
The business return, the personal return, and the planning in between, handled as one picture instead of three.
Real estate owners
Rentals, small portfolios, and the entities around them.
Families with business income
When the W-2 world's tax software stops being enough.
About
Brandon Perdue is a Certified Public Accountant licensed in New York and Georgia, working via reciprocity across states and national borders. Before hanging out his own shingle, he spent his career on private equity and private credit investment teams in Manhattan, working on companies from family-owned manufacturers to software firms, and at KPMG advising on transactions.
Wall Street experience, Main Street values: the financial discipline that investors demand from big companies works just as well for a plumbing contractor, a restaurant group, or a dental practice. Most Main Street businesses never get access to it. Now they do, from one accountable professional, at flat prices agreed in advance.
He also runs Perdue Capital Advisors, an advisory firm serving companies in special situations, which is exactly where the deal and lender experience comes from.
Talk to a CPA who's seen both streets.
Free 30-minute consultation. Bring last year's return and your biggest headache; leave with a straight answer and a flat quote.
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