Services
Accounting
Tax
Accounting
Bookkeeping
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Transaction recording and categorization
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Bank and credit card reconciliations
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Monthly financial statement preparation
Outsourced Accounting
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Everything in 'Bookkeeping'
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Accounts payable (AP) management
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Accounts receivable (AR) management
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Month-end close and account review
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Inventory management
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Process and internal control improvements
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Controller-level oversight
Advisory
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Cash flow management and forecasting
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KPI tracking & analysis
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Budgeting and financial planning
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Profitability analysis
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Tax planning coordination
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Strategic business consulting
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CFO-level financial guidance
Tax Planning & Preparation
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Complimentary tax planning consultation
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Year-round proactive tax planning
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Personalized strategies to legally minimize taxes
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Individual and business tax return preparation
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Ongoing CPA guidance and support
Our Story
Meet Brad Tobin, CPA, the founder and owner of Eagle Point CPA. He is a Certified Public Accountant in the State of Wisconsin. Throughout his career, he has worked with companies at every stage of growth; from startups and closely held businesses to private companies with hundreds of millions in annual revenue and publicly traded companies exceeding $1 billion in revenue. His experience in audit, tax, and internal accounting has provided him with a deep and unique understanding of financial reporting, internal controls, compliance, and strategic tax planning. He brings the expertise gained from working with complex organizations and applies it to help businesses make better financial decisions, improve profitability, and achieve their goals.
Brad Tobin, CPA
What people say about us
"Brad is professional, very knowledgeable, answered any and all questions I had. I look forward to continuing to work with him for my small business needs."
- Kaleigh A
"Brad does an awesome job! Super convenient!"
"Provided excellent service in a timely manner!"
- Joe M
- Max A