Byrd & Associates, LLC is a boutique CPA firm which caters to the needs of small to medium-size businesses with an emphasis on professional service companies such as law firms and financial service firms.
Offering a variety of fundamental accounting and tax services, including controller, payroll, trust accounting, cash management, taxation preparation and representation, and general consulting services, Byrd & Associates prides itself on getting to know its clients from the financial statements up, and not just the tax returns down. Under its highly acclaimed Legal Shingle brand, Byrd & Associates offers turnkey business and accounting solutions to law firms.
Jeannette has over 30 years of experience in public accounting with an emphasis on business and individual taxation, controller services and tax representation. She is a CPA who has extensive experience in law firm and other personal service firm accounting and taxation. She received her BSBA in Accounting and her Masters of Science in Taxation both from University of Central Florida.
Izel’s education includes a BS degree in Accounting from the University of Santo Tomas, and a Masters in Accounting from the Keller Graduate School of Management, as well as being a Certified Public Accountant, with almost 10 years of experience assisting business with their accounting needs. She also has a Black Belt in Taekwondo, so best to get her those receipts and expense reports when she asks nicely. When Izel isn’t hard at work keeping your numbers in check, she’s a proud wife & mother, with one of the cutest kids you’ve ever seen.
With over 30 years of experience in public accounting, Patti’s focus has been centered on tax representation, controller services and individual taxation. She received her BSBA in Accounting from the University of Central Florida and has significant experience with personal service firm accounting and taxation, particularly in the legal and professional services industries.
Courtney got the Accounting bug early on and received a BS in Accounting from Auburn University Harbert College of Business, and is nearing completion of her Masters in Accounting from the University of Central Florida. While Courtney manages clients across multiple industries, her specialty is Law Firms. Courtney also has the distinction of being a Loving dog mom to Charli, or Charli Girl as her friends call her, who along with her sister Lily, are Byrd & Associates Chief Happiness Officers.
I have a feeling I know why you’re reading this right now.
You need more time in your day. Running a business is extremely demanding, and there just isn’t enough time in the day to keep all the plates from spinning out of control. And what you need most right now is more proactive help with your business finances and tax strategy. As soon as possible. In fact, yesterday would have been ideal. Am I close?
We get it. We’ve worked with plenty of businesses who have to cobble together 9 different software programs to keep everything straight, or who just wash their hands of it all and put everything on the credit card … and then try to clean up every year after the fact. And they know that this is no way to properly monitor profit margins, cash controls, account management, tax strategy and all of the myriad components of an effective financial system for a business.
Perhaps this is your story too. Or perhaps you’ve reached a stage of development in your business that you want to pass the baton of accounting to another expert team so your expert team can focus on what they do best: making sales and taking care of customers.
Or are you just starting your business and want to start things off on the right foot?
Whatever the reason, we want you to know that our team has been diligently and effectively taking care of the accounting needs of countless organizations in a wide variety of industries since 2005, discreetly and expertly handling the ongoing financial management of tax burdens, payroll, bookkeeping, and other comprehensive accounting services while providing expertise in business planning, coaching, and strategic consulting that many businesses need.
So, are you ready to meet yet?
If so, please don’t hesitate to call us at (407) 478-8272 or Email Us, and we’ll schedule a time for us to meet and discuss options for how we can best simplify your life by handling your accounting needs.
Talk again soon,
Byrd & Associates, LLC
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