An Accounting firm with a unique approach
Strongly guided by our mission & values

The Brae

Our Mission

Our mission as an accounting firm is to create
lasting relationships, understand our clients’
needs and layer on our enterprising philosophy­­­­­­—
all to provide financial peace of mind.

Who We Serve

  • 01 / Individuals

    WE KNOW THE REGS AND ESTABLISH A PLAN, SO YOU CAN STAY AHEAD.

  • 02 / Businesses

    WE BUILD A RELATIONSHIP WITH YOUR BUSINESS AND STRATEGIZE AROUND YOUR NEEDS.

  • 03 / Real Estate

    WE'VE SEEN YOUR DEAL. LEAVE THE TAX COMPLEXITIES AND K-1s TO US.

  • 04 / Bookkeeping

    WE RUN YOUR BOOKS, SO YOU RUN YOUR BUSINESS. WE WILL GET YOU SET UP OR CLEANED UP AND RUNNING SMOOTHLY.

Trust & Communication

We Focus on guiding our clients towards their goals.

Individuals

Self-employed
Salaried professionals
Executives
Passive & active real estate owners
Business owners
Retired individuals

Businesses

Business owners & entrepreneurs
Multi-family owners, operators, syndicators & property managers
Businesses raising capital
Physicians, attorneys & other professional services businesses
Restaurants
Actors, entertainers & other trade professionals
Let's Talk