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about us

The team at Resourceful Business Advisors is comprised of business professionals with expertise in accounting, business advisory and tax preparation services.

 

WHY CLIENTS CHOOSE US

Our clients can make decisions based on accurate, real-time information because their financial foundation has been built by professionals who care about quality of data and accuracy.

 

HOW WE WORK

Responsiveness is the key to our success. Our team excels when it comes to giving our clients what they want: competent, timely, and reliable service.

QUALITY AND SERVICE

The quality of our work helps our clients acquire the confidence necessary to make significant decisions. This work is why our client-base is solely fueled by referrals.

 

20 YEARS OF EXCELLENCE

Steven A. Eddy, CPA, CGMA leads a team of financial professionals, offering over 20 years of experience working with small to medium sized businesses. He understand the complexities, challenges, and opportunities business owners must engage to compete in today’s rapidly changing market.

Meet Steve

 
 
 
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Our Services

One point of contact, a team of informed experts.

 

OUTSOURCED CFO

The experienced support your business needs as a fraction of the cost. Growing businesses need someone to guide their financial success but the burden of a CFO can be too much for many starting businesses. We can perform the duties of a CFO or Controller to help you stay focused on the day-to-day while we manage the big picture.

TAX SERVICES

Professional tax preparation can help save you from headaches, frustration and potentially provide you with unexpected returns. Tax planning is crucial to reducing your liability. Our team can help you be proactively recommending strategies to maximize your after-tax income.

SMALL BUSINESS ACCOUNTING

Do you need help reconciling your bank accounts, generating income statements or balance sheets? What about cleaning up your general ledger? Our team can help you see the bigger picture while addressing the fine details needed to stay compliant.

QUICKBOOKS HELP

Are you struggling to make sense of QuickBooks? A member of our team can help you set up your account the right way, train you, and provide answers or remotely fix problems.

NEW BUSINESS FORMATION

A methodical approach is crucial to the success of a sustainable business. Our approach to helping business owners start their new business ventures is a unique combination of best practices and industry-backed expertise.

SolutionS FOR INDIVIDUALS

Managing your personal finances can be a growing challenge as new opportunities arise. Whether you’re looking to investigate  opportunities with cryptocurrencies, or manage your wealth in a more traditional way through retirement accounts or college savings accounts, we can help.

A few areas we can help are:

  • Protecting your family financially in the event of disability;

  • Intelligent investing, maximizing returns and minimizing risks;

  • Legacy and estate planning, minimizing costs and controlling your interests for your heirs.

 
Starting a new business was daunting - where to begin - what to prioritize. Steve laid my concerns and anxieties to rest with his structured approach. The professionalism of RBA was apparent from the outset. I felt like the attention and services I received were on par with a multi-million dollar business. Through his insights and coaching, my business has benefitted more than I thought would be possible. As a type-A personality, it’s nice to know I can trust RBA to catch the details while I focus on running my business.
— New Business CEO
 
 
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Additional SERVIces

 

Reviews & Compilations | Develop Support for Stockholders, Creditors, or Private Investors

Resourceful Business Advisors can help provide assurances to address different risk tolerance levels. 

 

 

Non-Profit Support | Maintain Your Tax-Exempt Status or Start a New Non-Profit

If you’re looking to streamline your financial processes and stay focused on your mission, we can help perform the tasks required by the IRS.

 

 

Cash-Flow Management | Reduce Panic and Increase Confidence

Whether you’re looking to make larger capital investments, or you’ve hit a rough patch, knowing what your cash needs are to stay afloat is crucial.

 
 
 
 

CONTACT US

 
 
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