Business Details
45 Years
experience
Trusted Accounting & Tax Solutions in Ventura
Bratton McMorrow & Kearney Cpas is a full-service accounting and financial consulting firm dedicated to providing personalized solutions for individuals and businesses. Since 1981, we have served the Ventura County area with a commitment to understanding our clients' unique needs and delivering tailored financial strategies. Our team of seasoned professionals combines deep industry experience with a client-first approach to ensure accurate accounting systems and reliable financial reporting. We specialize in tax preparation for individuals, corporations, partnerships, and trusts, leveraging state-of-the-art software and continuous updates on evolving tax laws. Our expertise extends to business valuations, financial statement preparation, and strategic advisory services to help clients improve profitability and cash flow.As a small firm, we prioritize close, personalized attention, offering customized solutions that larger firms cannot match. Our CPAs, Enrolled Agents, and certified professionals bring decades of combined experience in accounting, tax planning, and consulting. We assist clients with QuickBooks setup and optimization, ensuring seamless financial management for small businesses. Through internal reviews and collaborative discussions, we address complex tax issues and identify opportunities to reduce tax burdens. Our mission is to empower clients to focus on their core business operations while we handle their financial complexities with expertise and integrity.
Services
Accounting Services
Tax Preparation
Business Valuations
QuickBooks Consulting
Management Advisory
Details
- Year established: 1981
Highlights and features
- We offer 40+ years of combined experience in accounting and tax compliance.
- Our team includes CPAs and Enrolled Agents with specialized certifications.
- We provide customized QuickBooks consulting and financial system optimization.
- Internal review processes ensure accurate and strategic tax return preparation.
- Personalized service prioritizes your financial goals and business growth.
Services
Accounting Services
We offer comprehensive accounting system reviews, financial statement preparation, and payroll tax processing for businesses. Our services ensure accurate record-keeping and compliance with financial regulations. With a focus on small and mid-size companies, we deliver tailored solutions to enhance operational efficiency.
Tax Preparation
Our team prepares precise tax returns for individuals, corporations, partnerships, and trusts. Using advanced software and updated tax knowledge, we ensure compliance and minimize liabilities. We conduct internal reviews to address complex tax issues and optimize savings opportunities.
Business Valuations
Specializing in business valuations, we provide detailed assessments to determine company worth. Our methods support mergers, acquisitions, and strategic planning. We combine industry expertise with rigorous analysis to deliver actionable insights for informed decision-making.
QuickBooks Consulting
We assist businesses with QuickBooks setup, data input, and report optimization. Our consultants ensure seamless financial tracking and accurate reporting. By streamlining accounting processes, we help clients improve efficiency and reduce errors in their financial management.
Management Advisory
Our advisory services focus on interpreting financial statements and improving profitability. We collaborate with clients to analyze cash flow, industry benchmarks, and operational performance. Through customized recommendations, we help businesses achieve sustainable growth and financial stability.
People
Stephen McMorrow
Founding Partner, CPA, ASA, CBA
Stephen McMorrow, a CPA since 1979, co-founded BMA and leads the firm with decades of accounting expertise. His focus on personalized client relationships drives our commitment to excellence.
Sherri Drifka
Partner
Sherri Drifka manages accounting assignments, tax preparation, and QuickBooks advisory services. With extensive experience in financial reporting, she ensures clients receive accurate, efficient solutions tailored to their needs.
Christa Harper
Enrolled Agent/Senior Accountant
Christa Harper, an Enrolled Agent with over 20 years of experience, specializes in tax planning and IRS representation. Her expertise in accounting systems helps clients streamline operations and resolve tax discrepancies effectively.
Andrea Gallup
CPA
Andrea Gallup brings 15+ years of accounting experience to BMA. Her work includes financial reporting and tax preparation, focusing on accuracy and strategic financial guidance for business and individual clients.
Lisa Brummal
Administrative Assistant
Lisa Brummal supports day-to-day operations, ensuring efficient resource management since joining BMA in 2021. Her administrative expertise helps maintain smooth office workflows and client service standards.
Questions
What accounting services does Bratton, McMorrow & Associates offer?
We provide financial statement preparation, payroll tax processing, accounting system reviews, and customized advisory services for businesses of all sizes.
Do you handle tax preparation for both individuals and businesses?
Yes, we prepare tax returns for individuals, corporations, partnerships, and trusts, ensuring compliance and optimizing tax-saving opportunities.
How does BMA differentiate itself from larger accounting firms?
As a small firm, we offer personalized service, tailored solutions, and direct access to experienced professionals who prioritize your unique financial goals.
Can BMA assist with QuickBooks setup and optimization?
Our trained consultants provide QuickBooks setup, data input support, and report customization to streamline your financial management processes efficiently.
What is included in your management advisory services?
We analyze financial statements, assess profitability, and provide strategic recommendations to improve cash flow and long-term business performance.
How does BMA ensure accuracy in tax preparation?
We use advanced software, conduct internal reviews, and stay updated on tax law changes to guarantee precise, compliant filings for all clients.
