Clean Books. Lower Taxes. Real Advice.
Bookkeeping, tax, and CPA-level CFO guidance in one place. A financial partner who knows your business and helps you grow it. Let's win together.
CPA-led · Ex-EY · Bookkeeping + Tax + CFO in one place
Everything your finances need, in one place.
Accounting & Bookkeeping
The foundation for every report, projection, and tax return. We handle your bookkeeping, payroll, and financial data so you can trust your numbers.
Learn moreFractional CFO
Even small businesses deserve experienced, credentialed people on their finance team. We become your primary advisor for the financial decisions that drive growth.
Learn moreTax Planning & Prep
Tax work starts with clean books. Once your numbers are right, we plan proactively and file your business and personal returns. No April surprises.
Learn morePeople first. Technology where it counts.
Software can categorize a transaction. It can't tell you whether to make the hire or take the loan. We use modern tools, including AI, to clear the busywork and keep costs down, then put a CPA on the decisions that actually move your business.
What clients say.
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Getting started is simple.
Book a call and tell us where things stand.
We onboard and pull everything we need.
We clean up, take over, and grow with you.
The people behind your numbers.
Dallas Bean, CPA
Christian Heaps
Katrina Smith
Dallas Bean, CPA, founded Batbridge after years at EY. He holds a Master’s in Accounting and a CPA license, and he started this firm to give small businesses the kind of financial partner usually reserved for big companies. Read the full story
Not ready to talk? Start here.
Get the same templates our clients use. A free P&L template and retirement calculator.
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Simple pricing. No surprises.
Clean books, monthly close, and reports you can trust.
Everything in Bookkeeping, plus proactive tax planning and filing.
A credentialed advisor on your finance team for the big decisions.
[Pricing not finalized. Placeholder anchors. Final pricing is set on a call.]
Questions, answered.
We price by scope, not by the hour. Most clients land on a flat monthly fee based on transaction volume, accounts, and which services you need. You'll know the number before you sign. Packages start at the anchors above, and we confirm on a call.
Usually, yes. We take over the full function so you have one team for books, tax, and CFO work. If you have someone in-house, we'll define who owns what so nothing falls through the cracks.
Yes. Business and personal returns are connected, so we file both. Planning across the two is where most of the tax savings show up.
We work in the major cloud platforms like QuickBooks Online and Xero, plus the tools that fit your stack. We meet you where you are and clean up what's there.
Most clients are fully onboarded in two to three weeks. We pull access, reconcile, and get you to clean books fast, then settle into a monthly rhythm.