Business Details
Proactive Accounting & Tax Advisory Services in Seattle
At Accountability Services, we redefine what it means to be a trusted accounting and advisory partner. Our firm was founded on the principle that business owners deserve more than transactional relationshipsthey need proactive partners who understand both their financial goals and personal aspirations. With decades of combined experience, our team of certified professionals specializes in tax planning, financial strategy, and advisory services tailored to entrepreneurs who want to build wealth, scale sustainably, and achieve strategic exits. We bring deep expertise in cash flow management, FP&A modeling, and compliance, while maintaining an unwavering commitment to transparency and client education.Our authority in the industry is demonstrated through recognition as one of Forbes' Top 200 CPAs in America and multiple firm-of-the-year awards. We operate with integrity by prioritizing long-term partnerships over short-term gains, ensuring every client receives personalized guidance that aligns with their unique vision. This approach has earned us a reputation for delivering actionable insights that transform financial uncertainty into strategic clarity.
Services
Tax Planning
Financial Strategy
Business Advisory
FP&A Modeling
SaaS Accounting
Highlights and features
- We offer proactive tax planning that aligns with your business goals
- Our team provides personalized financial advisory partnerships
- We specialize in FP&A modeling for strategic decision-making
- Our firm is recognized in Forbes' Top 200 CPAs in America
- We deliver actionable insights through data-driven financial analysis
Associations and certifications
- Forbes Top 200 CPAs in America
- Thomson Reuters Firm of the Year
What people say
Incredibly helpful
Proactive approach
Financial clarity
Experienced team
Strategic insights
Services
Tax Planning
Our tax planning services go beyond compliance to create customized strategies that minimize liabilities while aligning with business growth objectives. We conduct comprehensive reviews of financial situations, identify tax-efficient structures, and implement proactive measures that maximize post-tax wealth. With dedicated planning meetings for every client, we ensure businesses remain compliant while strategically positioning for future success through year-round advisory support.
Financial Planning & Analysis
We provide advanced financial planning and analysis tools that enable data-driven decision-making for business growth. Our services include predictive modeling, cash flow forecasting, and scenario analysis to help owners understand financial implications of strategic decisions. Using platforms like Fathom, we transform raw data into actionable insights that drive profitability, optimize resource allocation, and support long-term business valuation strategies tailored to each client's unique circumstances.
Business Advisory
Our business advisory services focus on building strategic partnerships to help owners achieve both professional and personal financial goals. We offer monthly accounting support, quarterly performance reviews, and customized growth strategies that address specific business challenges. By combining financial expertise with operational insights, we help clients improve profitability, enhance financial visibility, and develop actionable plans that align with their long-term vision and exit strategies.
SaaS Accounting
Specialized accounting services for SaaS companies address unique challenges including ASC 606 compliance, revenue recognition, and scaling strategies. We provide metrics tracking, burn rate analysis, and tax optimization specifically tailored to software-as-a-service business models. Our team helps tech startups navigate compliance requirements while implementing financial frameworks that support rapid growth and prepare companies for successful exits in competitive technology markets.
Personal Tax Services
We offer integrated personal tax services that extend strategic financial planning to individual wealth management. Our approach combines tax efficiency with personal financial goals to maximize net wealth retention. Through quarterly tax estimates and proactive planning, we help business owners optimize personal financial strategies that complement their business objectives while ensuring compliance with evolving tax regulations and requirements.
People
Dave Fischer
Chief Executive Officer
Dave Fischer leads Accountability Services with a vision for transforming traditional accounting into proactive advisory partnerships. He focuses on building strategic relationships that help business owners achieve both professional success and personal financial goals through innovative financial solutions.
Lera Kooper
Chief Operating Officer
Lera Kooper oversees daily operations while maintaining a hands-on approach to client relationships. Her expertise in financial strategy helps business owners achieve operational efficiency and long-term growth through data-driven decision-making and personalized advisory services.
Ernie J. Villany
Chief Advisory Officer
Ernie J. Villany provides expert advisory services that help business owners overcome financial challenges. His approach combines technical expertise with practical guidance to deliver actionable solutions that transform business performance and create lasting value for clients.
Lara Gonzalez
Client Accounting Services
Lara Gonzalez specializes in delivering comprehensive accounting solutions that help businesses maintain accurate financial records. Her client-focused approach ensures businesses receive reliable support for day-to-day financial operations and strategic planning needs.
Mary Pat Mitton
Director - Client Accounting
Mary Pat Mitton leads client accounting services with a commitment to excellence. She helps businesses establish strong financial foundations through accurate reporting, proactive advisory, and personalized support that addresses both current needs and future growth objectives.
Questions
What makes your accounting services different from traditional CPAs?
We focus on proactive advisory partnerships rather than transactional relationships, combining tax expertise with strategic financial planning to help business owners achieve both professional and personal goals through data-driven insights.
Do you work with businesses outside the Seattle area?
Yes, we serve clients across 25+ states and international entities registered in the US through our remote-capable platform while maintaining personalized service for every client relationship.
What industries do you specialize in?
While we work with diverse businesses, we have particular expertise in SaaS and technology companies, professional services firms, and growth-oriented entrepreneurs requiring advanced financial planning and strategic advisory.
How do you help businesses with tax compliance?
We provide comprehensive tax planning that goes beyond compliance to create strategic frameworks minimizing liabilities while ensuring regulatory adherence through proactive planning meetings for every client.
What FP&A tools do you use?
We leverage platforms like Fathom for financial planning and analysis, transforming raw data into actionable insights that drive profitability, optimize resource allocation, and support long-term business valuation strategies.
How can I start working with your team?
Schedule a complimentary discovery meeting with one of our owners to discuss your business goals and determine if we're the right strategic partner to help you achieve financial clarity and growth.
Reviews (1)
Taylor Shores
Dec 09, 2019
Report
Great experience with Liz and her team. They truly care and are diligent of not only doing everything neatly and correct, but the individual business is not overlooked. They carry comprehensive knowledge and aver very experienced. I am happy to give them my business.
