BRODIE CPA PLLC

Brodie CPA PLLC is a certified public accounting firm serving small and mid-sized business owners with tax planning, bookkeeping, fractional CFO work and financial advisory. Tax services cover LLC and S-corp elections, trusts and family management companies, retirement plans such as 401(k), IRA and HRA, and rental property planning. Bookkeeping covers monthly accounting and reconciliations, financial statements, payroll and QuickBooks Online setup.

The firm works with individuals and businesses, and its owners hold U.S. and Canadian CPA credentials along with a financial advisor license. Clients can book a consultation through the website. The Cary office is at Regency Parkway, and the firm also has a High Point office. Brodie Wealth Management LLC, an affiliated investment adviser, handles some clients' investment work separately.