A Wealth of Experience, a Range of Expertise

About Keith M. Earl
Keith M. Earl has experience across the spectrum of services related to helping small business and individuals plan for and meet their financial goals. We would like to help you meet your goals too.

Licenses and Degrees

Certified Public Accountant, State of Texas March 1981
BA, Accounting, University of Utah June 1978

Experience
Our firm has been helping individuals and companies reach their financial goals for more than 20 years:

  • Controller for entrepreneurial businesses since 1986
  • Independent CPA serving entrepreneurs and startup businesses since 1995
  • Over 20 years of tax planning and tax preparation experience
  • Over five years as Senior Management Advisor during periods of rapid change, including transitions to new ownership and annual growth of over 40%

Expertise
For over 20 years, we have worked with individuals, entrepreneurs, and small business startups on:

  • Incorporation
  • Setting up accounting systems
  • Using QuickBooks to manage their finances
  • Tax preparation, planning and complete local, state and federal tax accounting
  • IRS problem resolution
  • Payroll setup and payroll liabilities management
  • Bookkeeping
  • Periodic review of accounting records
  • Financial planning and education

Client Businesses
Our clients represent a range of industries. The solutions we have achieved for them reflect their often very different financial planning and accounting needs:

  • Restaurant owners
  • Real estate investment firms
  • Real estate managers and management companies
  • Physicians
  • Lawyers
  • Many service companies