Fagan & Fagan, LLP

Let’s Talk. Are We the Right Fit?

We start with an initial conversation that helps put us both on the same page. This chat helps you decide if we’re the right fit for your business but also helps us get an idea of what you’re looking for—and if we can deliver.

The chat is free, so there’s no risk.

Because we make custom solutions, we want to make sure Fagan & Fagan is the right accounting partner for you. We know that small businesses have different needs than large organizations, and we have the expertise to handle both. If we’re not the right fit, we’ll tell you right away — and there won’t be any hard feelings.

Regroup & Assess. What Do You Need?

We not only want to figure out where you want to be in the future, but we also want to determine how we can correct the accounting mistakes of the past. Your past tells us a lot—how much you’re paying in taxes, how you manage your books, the quality, and character of your records. All of these factors provide us with valuable insight so that we can create the perfect solution for you. During this assessment phase, we just want to dig down deep and figure out what you really need.

Finances – We want to see what your financial statements are saying. We use the statements you already have, and any accounting systems you have in place to decode your business’ story.

Operations – Next, we want to see how you operate. What software are you using? How do you monitor spending? Who works for you? We want to see what is working and isn’t working in the business.

Our Advice – After our assessment has been completed, we will provide you with a formal needs assessment. This report will include our recommendations for what we think will work best for you in terms of ongoing services, the cost and steps to get there, and the results you can anticipate from incorporating the recommended changes

Design, Build, & Implement. Now it’s time to create your custom solution.

Now that we know what you need, we go to work designing a solution that is right for you. But this isn’t a one-time process. As we work with you, we constantly assess the efficiency of your accounting system and fine-tune the services as we go.

Everything is scalable. As you grow, our services will grow to keep up with your needs.

Expert Accounting in Action. Valuable Insights Every Step of the Way!

We provide everything you need to maintain a clean set of books while extracting the information you need to make better business decisions. The best part is that all of our services are completely customizable which means there is a solution for you no matter what your need. We grow and expand with you. We anticipate your needs and help you find the right partners along the way.

Credentialed CPAs and experienced bookkeepers.

Whenever possible we estimate a flat-fee for services.