Business Details
50+ Years
experience
Your Trusted Accounting Partner in Chagrin Falls, OH
Ebert Owen CPA's is a full-service accounting firm dedicated to providing comprehensive financial solutions for small businesses and individuals. With over 35 years of experience serving clients in Northeast Ohio, our team of Certified Public Accountants specializes in bookkeeping, financial statement preparation, income tax planning, and QuickBooks software implementation. We prioritize integrity, professionalism, and staying current with evolving tax laws to ensure accurate and efficient service. Our three office locations in Chagrin Falls, Chardon, and Middlefield allow us to serve clients throughout Geauga and Cuyahoga counties.We offer customized accounting systems, personalized tax strategies, and staff training to help businesses streamline operations. Our commitment to excellence is reflected in our prompt delivery of financial documents and proactive approach to minimizing tax liabilities. By combining technical expertise with a client-focused philosophy, we aim to become trusted advisors who help clients achieve both personal and professional financial goals. Our firm embraces technology as a bridge to financial success while maintaining a deep understanding of the unique challenges faced by small business owners.
Services
Accounting
Income Tax Preparation
Small Business Solutions
Bookkeeping
Financial Statement Preparation
Tax Strategies
QuickBooks Setup
Payroll Module Implementation
Inventory Management
Custom Financial Reports
Details
- Year established: 1973
Highlights and features
- We offer over 35 years of combined experience in accounting and tax services
- Our team consists of certified CPAs with expertise in small business solutions
- We provide personalized tax strategies tailored to individual business structures
- We specialize in QuickBooks implementation and staff training for non-accountants
- Our three convenient office locations serve Geauga and Cuyahoga county businesses
Services
Accounting
Our accounting services provide small businesses with accurate financial records, timely bill payments, and actionable data for informed decision-making. We handle month-end closes, inventory management, and custom financial modeling while ensuring compliance with regulatory requirements. Our online portal allows secure document submission and real-time financial tracking.
Income Tax Preparation
We specialize in business and individual tax return preparation with strategic planning to minimize liabilities. Our services include IRS representation, trust estate returns, and year-round tax projections to help clients prepare for seasonal obligations while maintaining compliance with federal and state regulations.
Small Business Solutions
Our small business solutions include QuickBooks system design, implementation, and staff training tailored to non-accountants. We create customized accounting systems, set up payroll and inventory modules, and provide ongoing support to ensure efficient financial management for growing businesses.
Financial Statement Preparation
We prepare certified financial statements for banks, partners, and internal evaluation. Our services include balance sheets, income statements, and cash flow analysis with rapid turnaround times to support timely business decisions and third-party reporting requirements.
QuickBooks Implementation
Our QuickBooks experts design and implement customized accounting systems, train staff on software functionality, and optimize existing setups. We handle chart of accounts creation, customer/vendor setup, and payroll module integration to maximize software efficiency for small business operations.
People
James Ebert
President
James Ebert, President of Ebert Owen CPA's, has over 20 years of experience in accounting. He provides financial statement preparation, tax planning, and trust account management while focusing on client advisory services. A Kent State and Case Western Reserve graduate, he resides in Chagrin Falls with his family.
Barry Owen
Vice President
Barry Owen, Vice President, has served clients since 1973 with a common-sense approach to accounting. He specializes in financial education for small businesses and individuals while maintaining expertise in investment research and trust management. He actively engages in community activities and client consultations.
Ali Palecek
Staff Accountant
Ali Palecek joined Ebert Owen in 2023 with corporate finance experience across multiple industries. She provides small business solutions while serving on the Painesville Credit Union board and volunteering in community organizations. Her expertise includes various accounting software applications and business management.
Carrie Reagh
Office Manager
Carrie Reagh, our Office Manager since 2024, brings small business ownership experience to client service operations. She focuses on improving firm processes and client experiences while managing administrative functions. Her background includes hands-on business management and community involvement.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statement preparation, budget forecasting, accounts receivable/payable management, and custom reporting tailored to small business needs.
How do you handle tax preparation for businesses and individuals?
Our CPAs prepare accurate business and individual tax returns while developing strategic plans to minimize liabilities and maximize savings throughout the year.
Do you offer QuickBooks setup and training?
Yes, we design customized QuickBooks systems, implement payroll and inventory modules, and provide staff training for optimal software utilization.
How experienced is your accounting team?
Our team combines over 35 years of experience with continuous education in tax law changes and accounting software advancements to serve clients effectively.
Where are your office locations?
We have three offices in Northeast Ohio: Chagrin Falls (main office), Chardon, and Middlefield, serving Geauga and Cuyahoga counties.
