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
BUSINESS INSIGHTS
We use your clean financial information to help you make better business decisions.
PROCESS DESIGN
We become your accounting team and improve your accounting processes to decrease your monthly close timeline.
DIAGNOSE & CLEANUP
Have messy books, a long close, or have inefficient accounting processes? We come in and clean up your books.
OUR PROCESS
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 with over 5 years of experience in public accounting. 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 does an awesome job! Super convenient!"
- Joe M
Highly recommended for tax planning !
Was super easy to communicate with and got back to me super fast! Would highly recommend to everyone near the southeast area of Wisconsin!
- Balkan Door
"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