Amy Bayley, CPA, CVA
Serving businesses and their owners with full-service accounting — from client accounting and advisory to income tax planning and preparation since October 2024.
Services Offered
Client Accounting and Advisory Services
“Your books shouldn't just be something you hand over at tax time.”
If you don’t know your financials, you don’t know your business. It starts with clean, accurate books. Without them, you can’t confidently manage expenses, plan distributions, evaluate investments, or identify issues like slow collections.
Whether you need financing, are planning for growth, or thinking about an exit, reliable financials are essential—and not an area to cut corners. They also create opportunities for proactive tax planning. We work with a wide range of businesses—from medical practices to landscaping to retail and distribution—across all stages. We simply love helping businesses run smarter.
Business Valuations
“A well-supported valuation provides the foundation for confident business, financial, and legal decisions.”
Business valuations are often needed for buying or selling a business, succession planning, SBA and commercial lending, estate and gift tax reporting, probate matters, shareholder disputes, divorce proceedings, and litigation support. As a Certified Valuation Analyst (CVA) and CPA, I provide independent, well-supported valuations tailored to the needs of business owners, attorneys, lenders, and advisors.
Interested in understanding the value of your business? The valuation estimate tool below provides an initial indication of value based on information about your business and current market data.
https://amybayleycpa.bizequity.com/
For professional valuation engagements, I use a range of valuation methodologies, databases, and analytical tools selected based on the specific business, industry, and purpose of the valuation.
Tax Preparation
“We focus on business tax returns and the related individual returns of business owners and real estate investors.”
We work with businesses, their owners, and real estate investors. That means business returns for LLCs, S-Corps, and partnerships — plus individual returns for owners and anyone with rental real estate, because when you have a business or investment property, your personal and business taxes are too interconnected to separate.
Our clients benefit from a coordinated approach that considers both the business and the owner, helping minimize surprises and uncover tax-saving opportunities throughout the year.
My Story
Bio: About Me
My background includes more than two decades in corporate accounting and finance, working with private equity-backed companies, healthcare organizations, and other complex businesses. Through that experience, I saw firsthand that small business owners often face many of the same challenges as larger companies but without access to the same level of financial expertise.
I started my practice to bridge that gap. Today, I help businesses of all sizes apply sound financial, tax, and strategic principles to support growth, improve decision-making, and create long-term value.
Interested in working together?
Since opening our doors in October 2024, we've been fortunate to grow quickly — serving over 125 clients and actively expanding our services and our team. We're intentional about who we bring on, hiring people who share our values and our commitment to doing right by every client.
If you're looking for an accounting partner who has been in the trenches — someone who brings real-world experience to the table, not just textbook advice — reach out and let's see if we're a good fit.