About Us
ABOUT US
Accounting & Advisory Built for Smarter Decisions
Most CPA firms focus on filing forms and closing the books.
We focus on helping you make smarter decisions with your money.
We deliver outsourced CFO services, tax strategy, and retirement planning for business owners and high-income individuals who want clarity, structure, and confidence, not just compliance.
Our work is measured by outcomes: stronger cash flow, reduced tax exposure, protected income, and long-term wealth creation.
Our Vision
To become the most trusted financial partner for small businesses and high-income earners, empowering them with strategies that strengthen cash flow, minimize taxes, and support generational wealth creation.
Our Mission
Help business owners and high-income individuals achieve financial clarity, protect their earnings, and build lasting wealth. By combining outsourced accounting, tax strategy, virtual CFO advisory, and retirement planning, we help clients operate while preparing for a stronger financial future.
Our Promise
You will understand your numbers, your options, and your next steps.
No guessing. No last-minute surprises.
Just clarity and confident decision-making.
OUR COMPANY
Helping Business Owners Lead with Financial Confidence
Who We Are
BTO–CPA PLLC is a modern accounting and advisory firm designed for business owners and high-income professionals who want more than bookkeeping or tax filing. We serve as strategic financial partners—helping clients understand their numbers, evaluate their options, and move forward with confidence.
With more than 25 years of U.S. and international experience, our firm is built on the belief that financial clarity leads to confident decision-making and sustainable growth.
What we Do
We help business owners reduce taxes, improve cash flow, and build long-term wealth by combining accurate financial data with strategic insight. Our work goes beyond isolated services – we deliver integrated financial strategies that support both day-to-day decisions and long-term goals.
Our services include accounting and compliance, proactive tax strategy, Virtual CFO advisory, retirement and wealth planning, and entity structuring. Each engagement is designed to bring clarity, structure, and forward momentum to your financial picture.
We are Best For
We work best with business owners and professionals who value planning, structure, and accountability—and who are looking for a trusted financial partner, not just a tax preparer.
Our clients want clarity instead of guesswork. Strategy instead of shortcuts. Confidence instead of last-minute surprises. If you’re serious about making informed financial decisions and building long-term stability, we’re built to support you.
OUR FOUNDER’s STORY
Built on Experience.
Driven by Financial Clarity.
After more than two decades in the oil services industry working across both domestic and international corporate environments, our founder developed deep expertise in financial management, operational strategy, and business leadership. Her career exposed her to complex financial structures, high-stakes decision-making, and the real-world challenges business leaders face every day.
Driven by a desire to provide more meaningful, strategic financial guidance, she earned a Master’s degree in Accounting & Financial Management and became a Certified Public Accountant in 2014.
In 2019, she transitioned from corporate leadership to launch BTO–CPA PLLC with a clear purpose: to help business owners and high-income individuals gain financial clarity, protect what they earn, and build lasting wealth through disciplined strategy and proactive planning.
Today, her approach blends corporate-level financial insight with practical, relationship-driven advisory, ensuring clients don’t just meet compliance requirements, but make confident, forward-looking decisions that support sustainable growth.
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Jennifer R. Sullivan
Senior Executive
InnovateTech Solutions is a dynamic and forward-thinking company that excels in delivering cutting-edge technology solutions. With a strong focus on innovation and customer satisfaction, they have established themselves as a leader in the industry.
Sullivan Devid
Executive Officer
WHY CHOOSE BTO–CPA PLLC
More Than Compliance. True Financial Partnership.
Most CPA firms focus on filing forms and closing the books. At BTO–CPA PLLC, we focus on helping you make smarter decisions with your money. Our approach is advisory-led, proactive, and designed to support long-term financial clarity—not last-minute compliance.
We serve as strategic partners to business owners and high-income professionals who want structure, foresight, and accountability in every financial decision.
- A strategy-first approach, not compliance-only
- CFO-level insight for small and mid-sized businesses
- Integrated tax, cash flow, and retirement planning
- Clear deliverables and defined action steps
- Defensible strategies supported by documentation
- A long-term partner mindset, not transactional work
OUR CORE VALUES
Principles That Guide Every Decision We Make
Our values are not slogans, they shape how we advise, communicate, and deliver results. These principles guide every recommendation we make and every relationship we build, ensuring our clients receive thoughtful, disciplined, and strategic financial guidance they can trust.
Accountability
We take ownership of your financial outcomes and stand behind our guidance.
Clarity
We simplify complex financial information so you understand your numbers, your options, and your next steps.
Integrity
We operate with ethics, transparency, and professionalism in everything we do.
Excellence
We deliver proactive, high-quality service with disciplined execution and attention to detail.
Growth
We help our clients grow—financially, strategically, and confidently.
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