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.
Client Accounting and Advisory
Business Valuations
Business Tax Preparation and Planning
“Your books shouldn't just be something you hand over at tax time.”
Our Client Accounting and Advisory Services (CAAS) begin with accurate bookkeeping and efficient processes, leveraging technology and automation wherever possible. But bookkeeping is only the foundation.
Once reliable financial data is in place, we transform it into meaningful information that supports better business decisions. We provide timely financial statements, help identify the key performance indicators that matter most to your business, and work with you to understand the story behind the numbers.
Our services may include cash flow forecasting, budgeting, sales and margin analysis, tax planning, and strategic financial guidance. The goal is not simply to record transactions, but to provide business owners with the financial insight they need to make informed decisions, improve profitability, and plan for the future.
Client Accounting and Advisory
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
I grew up in Wilmington, North Carolina, and began my accounting career in 2000 as a bookkeeper for a local CPA firm. Over the past two decades, I have built a career in corporate accounting and finance, serving private equity-backed companies, healthcare organizations, large reinsurance companies, and other complex businesses.
Through those experiences, I gained expertise in financial reporting, tax planning, business transactions, forecasting, and strategic decision-making. I also saw firsthand that small business owners often face many of the same challenges as larger organizations—managing cash flow, understanding profitability, planning for growth, and navigating taxes—but without access to the same level of financial support.
That realization inspired me to start my own practice. Today, I help business owners apply the same financial discipline, analysis, and strategic thinking used by larger organizations in a way that is practical, accessible, and tailored to their unique goals.
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.