Berry & Associates

Berry & Associates is an accounting practice led by Connally Berry that looks after the books and tax affairs of small businesses. Beyond routine accounts, the practice prepares business plans and financial projections. It has also carried out audits and controller work for homeowner associations.

What Berry & Associates does

• Bookkeeping: keeping day-to-day records and setting up accounting procedures around daily business activity.
• Tax planning and preparation: income tax returns and planning to reduce the tax a small firm pays.
• Business plans: strategic plans, two-year financial projections and SWOT analysis.
• Loan preparation: getting a business organised before it approaches a lender.
• Financial audits and controller services: reviewing accounts and acting as a part-time controller.

Who it works with

Its clients are mainly small business owners. Examples in its testimonials include a veterinary clinic and a franchise owner managing ten homeowner associations in the Puget Sound area.