WE HELP BUSINESSES DO THREE THINGS:

  • Implement best practices in their organization
  • Establish a financial system that is proactive and not reactive
  • Grow and scale quickly

Services

Full Service Back Office

We take care of weekly cashflow reporting, forecasting and analysis, so you don’t have to.

Comprehensive Financial Reporting

Translating complex financial concepts into approachable & understandable insights, empowering clients to make business decisions.

Monitoring and accountability

Build company scorecard to monitor forward looking, activity based numbers, with weekly goals, which lead to desired outcomes.

Tax Compliance and Planning

We take a proactive approach to ensure that compliance requirements are fulfilled and every opportunity to minimize tax liabilities is examined.

Finance and Accounting Meeting Rhythms

Meetings are critical to ensure your team is aligned and working toward the same priorities. Maximize your team productivity by following a meeting rhythm.

Annual Planning and Quarterly rolling forecasts

Re-calibrate every quarter based on what's actually happening in the business.

WHAT OUR CLIENTS SAY

Before Badgers we only had one person handling our books. what could be done was limited to one person. Things got a lot faster because we had a whole team backing us up. Badger CPA are not order takers but really take a look at your company and help you guide it in the right direction.
Mike Sharrow
CEO – C12 Group

WHAT OUR CLIENTS SAY

Most people think that you get an accountant involved only when things are a mess. With Badger CPA that is the difference; they help us manage the business constantly. They truly make a difference in the financial health of our business.
Steve McNary
Team Leader – Southwest Exteriors

WHAT OUR CLIENTS SAY

Badger CPA was always there. That meant everything to me. They backed me up when I needed them.
Sharon Durham
CEO – Jon Hart Design

WHAT OUR CLIENTS SAY

I have 100% confidence that Badger CPA will be here when I need them.
Rick Hannasch
President – Magnum Engineering

Who We Are

Badger CPA was founded in 2014 to help entrepreneurs and family businesses succeed. Our team has vast experience working for the Big 4 accounting firms and national companies. However, our passion is helping small and mid-sized businesses thrive.

SCHEDULE A FREE CONSULTATION

1. How It Works

When you set up a virtual meeting, we share what we do, how we work, and what the benefits are if you choose Badger CPA. We discuss your financial circumstances, your goals, your values, your concerns, and what you want out of an advisory relationship. If we are right for each other, we can move forward, if not we can move forward as friends.

2. Action Plan Meeting

This will be a two-hour meeting where we gain an understanding of your business, identify areas for improvement and develop the Implementation Plan. We will provide you with a plan specific to your needs with clear deliverables and expectations.

3. Implementation

Our team will create your ideal F&A system over a 3-6-month period. Ready for financial clarity? Set up a call today! 

Contact Us

  • VISIT OUR OFFICE

    16170 Jones Maltsberger Rd, #200
    San Antonio, TX 78247

FILL OUT OUR FORM

Contact Us