More than numbers. We're your trusted advisors for bookkeeping, tax compliance, technology implementation, and data-driven decisions. Welcome to the AI era of business.
We started PTN Accounting in 2018 with a simple mission: help business owners stay compliant and understand their numbers. As technology became a major force in our industry, we evolved. Today, we don't just do bookkeeping and taxes — we help you implement tools, analyze data, and make decisions that drive growth.
Looking for our full consulting services including business intelligence, process optimization, and AI education? Visit PTNaccounting.org →
From startup to scale. Whether you're just starting or ready to optimize, we meet you where you are.
Monthly reconciliation, categorization, and financial reports that actually make sense. Know where your money goes.
Accurate, timely filing for S-Corps, LLCs, and Schedule C. We handle the IRS so you can focus on your business.
Welcome to the AI era. We help you implement modern tools that make your business more efficient and profitable.
We understand where you are and help you get where you want to be.
Planning to start the right way? We guide you through entity selection, initial setup, and the tools you'll need from day one.
Business is moving. We help you evaluate costs, implement efficient tools, and provide data that enables smart decisions.
Ready to optimize? We deliver comprehensive data analysis, insights, and technology that helps you manage and grow strategically.
No inventory. No manufacturing. Just service-based businesses like yours.
We're probably not a fit if you have:
But don't worry — we have CPA partners who specialize in these. See our network →
EA licensed by the IRS to represent you, plus MS in Business Analytics to help you understand your data.
We embrace AI and modern tools. Your business deserves technology that works for you, not against you.
More than number crunchers. We're consultants who help you make decisions based on real data and insights.
Need more? Our CPA partners handle tax planning, CFO services, restaurants, and complex situations.

Enrolled Agent and Business Analyst helping service-based business owners not just stay compliant, but thrive in the modern business landscape.
I started PTN Accounting in 2018 with a focus on bookkeeping and tax returns. As technology evolved, so did we. Today, I combine tax expertise with data analytics and technology consulting to help business owners make smarter decisions.
I believe you should understand your numbers, not just file them. That's why I focus on clarity, modern tools, and actionable insights that help you grow.
Some situations need specialized expertise. We partner with CPAs who excel where we don't.
Strategic financial guidance without full-time CFO cost. Cash flow planning and strategy.
CPA PartnerComprehensive tax strategy, entity structuring, retirement planning, and wealth preservation.
CPA PartnerSpecialized accounting for restaurants, bars, hotels with inventory needs.
CPA PartnerNeed one of these services? Reach out and we'll connect you with the right expert.
We focus on business clients and are not currently accepting new engagements for personal-only tax returns. As technology advances, we've shifted our focus to helping business owners with ongoing advisory, technology implementation, and data-driven decisions.
PTNaccounting.com (this site) focuses on bookkeeping, tax returns, and technology implementation for businesses. PTNaccounting.org is our consulting arm offering business intelligence, process optimization, and AI education. Both are part of PTN — we've just grown our services.
We combine tax expertise (Enrolled Agent) with data analytics (MS Business Analytics) and a tech-forward approach. We don't just file your returns — we help you implement tools, analyze your data, and make smarter business decisions.
Absolutely. Every business starts somewhere, and we understand that. We help you start the right way — guiding you through entity selection, setting up the right tools, evaluating costs, and building a foundation for growth.
We help with software selection, QuickBooks setup and optimization, workflow automation, AI tools for business efficiency, and integration between platforms. Our goal is to make your business more efficient and your decisions more data-driven.
Whether you need bookkeeping, tax help, or want to explore how technology can transform your business — let's have a conversation. No obligation, no pressure.