Business Details
42 Years
experience
Trusted Accounting & Business Consulting Services in Cincinnati
Since 1984, Burke CPAs & Advisors has been dedicated to helping businesses and individuals achieve financial success through expert accounting, tax planning, and strategic business consulting. Our team of experienced CPAs, advisors, and business strategists brings decades of hands-on experience in managing and growing enterprises across diverse industries. We combine technical expertise with personalized service to develop tailored solutions for tax optimization, risk management, and wealth planning. Our commitment to continuous innovation ensures clients receive up-to-date guidance on regulatory compliance and financial best practices. With a proven track record of partnering with over 200 startups and established businesses nationwide, we focus on building long-term relationships grounded in trust and measurable results.Our leadership team includes recognized experts in mergers and acquisitions, business financing, and executive coaching, reflecting our comprehensive approach to business growth. By maintaining deep industry knowledge and leveraging strategic partnerships, we empower clients to navigate complex financial landscapes with confidence. Our dedication to client success is demonstrated through customized advisory services spanning business lifecycle stages, from launch to exit planning. With offices in Cincinnati, Fort Mitchell, and Richmond, we serve clients in all 50 states and internationally, combining local expertise with global perspective.
Services
Business Consulting
Wealth Management
Tax Planning
Accounting Services
Risk Management
Leadership Coaching
Talent Acquisition
Retirement Planning
Business Strategy
Exit Planning
Details
- Year established: 1984
Highlights and features
- We offer 40+ years of experience in accounting and business strategy since 1984
- Our team includes CPAs with legal and business management expertise
- We provide comprehensive services covering tax, accounting, and business growth
- Our strategic partnerships enhance client access to specialized financial solutions
- We serve clients nationwide with local Cincinnati-based expertise
Services
Business Consulting
Our business consulting services provide tailored growth strategies for companies at all stages. We help clients develop operational plans, optimize financial performance, and implement effective management practices. With decades of experience guiding startups and established businesses, our consultants deliver actionable insights to drive sustainable growth and competitive advantage.
Wealth Management
We offer comprehensive wealth management solutions to help individuals and business owners build and preserve financial assets. Our services include retirement planning, investment strategy, and tax-efficient wealth transfer solutions. Backed by certified professionals, we create personalized plans aligned with long-term financial goals and risk tolerance.
Tax Planning
Our tax planning services focus on minimizing liabilities while ensuring compliance with evolving regulations. We provide year-round tax advisory, entity structure optimization, and international tax guidance. With CPAs maintaining up-to-date knowledge of tax codes, we help businesses and individuals maximize after-tax income through strategic planning.
Accounting Services
We deliver full-service accounting solutions including bookkeeping, financial statement preparation, and GAAP compliance. Our team ensures accurate financial records that support informed decision-making. With expertise in various industries, we help businesses maintain transparent financial operations and meet regulatory requirements efficiently.
Leadership Coaching
Our leadership coaching develops effective management teams through personalized training and performance strategies. We work with C-suite executives and emerging leaders to enhance decision-making skills and organizational leadership. Drawing from Fortune 500 best practices, we help businesses build strong leadership pipelines for sustained success.
People
Patrick J. Burke
Managing Partner
Managing Partner with 30+ years of experience advising 200+ startups. Author of three business books and recognized expert in M&A and business financing. Holds CPA, law degree, and securities licenses.
Jake Burke
Partner
Partner with 10+ years of experience. CPA and Certified Valuation Analyst with legal expertise. Specializes in business valuations and financial analysis. Graduated from Xavier University with dual degrees in accounting and law.
Pamela S. Conner
Partner
Partner with expertise in accounting and business strategy. Licensed CPA in Ohio and Kentucky. Active community leader serving as Treasurer for Covington Education Foundation. Focuses on client financial optimization and strategic planning.
Tom Gady
Director, Audit & Accounting
Audit & Accounting Director with extensive experience in financial reporting and compliance. Provides technical expertise for audit engagements and accounting advisory services to diverse business clients across multiple industries.
Matt Tarka
Partner
Partner with deep expertise in business advisory services. Focuses on helping companies develop growth strategies and improve financial performance through data-driven decision making and operational optimization.
Questions
What services does Burke CPAs & Advisors offer?
We provide accounting, tax planning, business consulting, wealth management, risk management, leadership coaching, and exit strategy planning for businesses and individuals.
How long has Burke CPAs & Advisors been in business?
We've been helping clients since 1984, providing over 40 years of experience in accounting, tax, and business advisory services.
Do you work with businesses outside the Cincinnati area?
Yes, we serve clients in all 50 states and internationally, with offices in Cincinnati, Fort Mitchell, and Richmond.
What makes Burke CPAs & Advisors different from other firms?
Our unique combination of accounting expertise, business ownership experience, and strategic consulting sets us apart as comprehensive business growth partners.
Can you help with both business and personal financial needs?
Yes, we offer integrated services addressing business accounting/tax needs alongside personal wealth management and retirement planning solutions.
Do you work with startups as well as established businesses?
We work with businesses at all stages, from startups to established companies, providing tailored guidance for each growth phase.
Reviews (2)
S. D.
Mar 11, 2017
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I would not recommend this company unless you want to pay way more than the competition who do the same, if not better, quality of work. After receiving a letter from the state that my taxes were filed incorrectly, that didn't help the situation either! WOULD NOT RECOMMEND.
John Zook
Feb 12, 2017
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Tom Gady, Is extremely knowledgeable with business planning and accounting. If you are looking for an entire team of CPAs to help your business operate more streamline then look no further than Burke & Schindler CPA.
