Protea CPA & Advisory, PLLC
Protea CPA & Advisory, PLLC
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A real controller for businesses that don't have one.

A real controller for businesses that don't have one.A real controller for businesses that don't have one.A real controller for businesses that don't have one.

Outsourced controller services for small businesses. Real CPAs, real financials, for a flat monthly fee.

Schedule a Free Discovery Call

A real controller for businesses that don't have one.

A real controller for businesses that don't have one.A real controller for businesses that don't have one.A real controller for businesses that don't have one.

Outsourced controller services for small businesses. Real CPAs, real financials, for a flat monthly fee.

Schedule a Free Discovery Call

Sound familiar?

You've outgrown your bookkeeper but you're not big enough to hire a full-time controller. Your books close late — or never really close — and you don't trust the numbers. Your CPA only shows up at tax time and doesn't know your business. You're making decisions on gut feel because you can't get timely financial information. You're considering a sale, a bank loan, or a partner buyout — and your financials aren't ready. That's exactly what Protea CPA & Advisors is built to fix.

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Your Back Office, Handled.

Daily Transaction Processing & Reconciliations

Bank and credit card reconciliations handled daily. Your books are always current, not caught up every quarter.

Month-End Close on a Published Timeline

Books closed by business day 10, every month. GAAP-compliant P&L, balance sheet, and cash flow delivered with variance commentary.

Cash Flow & Weekly Reporting

Weekly cash position reporting and a 13-week cash forecast so you always know where you stand.

AP and AR Management

Accounts payable and receivable managed on your behalf. Fewer late payments, better vendor relationships, and faster collections.

Year-End Close & Tax-Ready Books

Year-end close completed and audit-ready books delivered to your tax preparer. No scrambling in April.

Direct Access to a CPA

You work directly with a CPA — not a junior associate or a call center. A real CPA who knows your business.

Tax Preparation & Filings

Tax preparation is available as a separately-priced engagement layered on your controller retainer. Business returns, owner personal returns, multi-state filings, and year-round tax questions tied to the controller relationship. Most controller clients add tax because it's simpler when your controller and your tax preparer are the same person. But it's always your choice.

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Transparent Pricing

Foundation — $2,000/mo

Foundation — $2,000/mo

Foundation — $2,000/mo

Best for $1M–$3M revenue, simple structure. Annual: $24,000.

Core — $3,500/mo

Foundation — $2,000/mo

Foundation — $2,000/mo

Best for $3M–$8M revenue, multi-entity or multi-state. Annual: $42,000.

Premium — $5,500/mo

Foundation — $2,000/mo

Premium — $5,500/mo

Best for $8M–$25M revenue, complex operations. Annual: $66,000.

Project-Based Work

Sometimes you need help with a specific problem, not an ongoing relationship. We handle historical cleanups, QuickBooks Online migrations, system implementations, one-off financial analyses, and M&A due diligence support. Fixed fee, defined scope, clear deliverables.

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Built for Trades. Built for Owners.

HVAC

Heating, cooling, and ventilation contractors who need clean job-cost reporting and cash flow visibility through busy and slow seasons.

Security

Alarm, access control, and surveillance installers who need recurring revenue tracking, service contract management, and payroll for field techs.

Fire Protection

Fire suppression, sprinkler, and alarm contractors managing project-based work, service agreements, and multi-state licensing requirements.

Electrical

Electrical contractors and service companies who deal with project billing, technician payroll, and work-in-progress tracking.

Plumbing

Plumbing contractors and service businesses who need job costing, fleet cost allocation, and clean financials for banking and bonding.

General Contractors

Commercial and residential general contractors who need WIP schedules, certified payroll, and financials that satisfy bonding and banking requirements.

Who's Behind Protea

Andrew Breytenbach, CPA

Andrew started Protea after spending years inside large firms and watching small business owners get left behind. Too often, bookkeeping got ignored, controllers were unaffordable, and CPAs only showed up in April. He built Protea to be different: a real controller relationship at a fixed monthly fee, with senior-level attention from day one. The name comes from the protea flower — resilient, native to South Africa, and known for thriving in difficult conditions. Like the businesses he serves.

Let's Start with a Conversation

No obligation. No pressure. Just an honest conversation.

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Every engagement starts with a free, no-obligation discovery call. We'll ask questions, listen to what's going on, and tell you honestly whether Protea is the right fit.

Protea CPA & Advisory, PLLC

andrew@protea-cpa.com

Copyright © 2026 Protea CPA & Advisory - All Rights Reserved.

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