Brian Farrell helps real estate investors and small business owners build sustainable, profitable companies through outsourced accounting, bookkeeping, fractional CFO services, and strategic advisory.
He believes numbers tell the story of a business, and when interpreted well, they reveal opportunities, risks, and pathways to growth. His mission is to translate that story so his clients can make better decisions, improve cash flow, and scale with confidence.
With over 15 years of experience serving individuals, startups, and Fortune 1000 companies, Brian brings a unique perspective as a CPA, real estate investor, licensed real estate agent, IT solutions consultant, and entrepreneur. He approaches every engagement as a big-picture strategist while paying close attention to the details that drive results.
Real estate investors know that growth brings complexity, including entity structures, financing, tax planning, and operational decisions that can make or break margins. Brian works side by side with his clients to build reliable systems for bookkeeping and reporting, forecast cash flow and margins to meet targeted returns, collaborate with tax CPAs to preserve wealth, and develop strategies that align business performance with personal goals.
Bradley Swartz brings over a decade of experience in both public and privateaccounting, including a strong technical foundation built during his time at Deloitte. His background equips him to navigate complex ...