Founded
2010
Sarah Chen established Business Office Consulting with a vision to provide personalized financial services to small businesses.
Trusted Since 2010
Your Partner in Financial Success
We're a team of experienced CPAs, enrolled agents, and business consultants dedicated to helping businesses thrive through expert financial guidance and strategic planning.
Clients Served
Years Experience
Our Story
Business Office Consulting was founded in 2010 by Sarah Chen, CPA, with a simple but powerful mission: to provide small and medium-sized businesses with the same level of financial expertise that large corporations enjoy.
After spending years in Big Four accounting and corporate finance, Sarah recognized a gap in the market. Growing businesses needed more than just bookkeeping—they needed strategic financial partners who could help them navigate challenges, seize opportunities, and build sustainable success.
Today, our team of experienced CPAs, enrolled agents, and business consultants serves over 500 clients across diverse industries. We’ve helped startups secure funding, guided established businesses through expansion, and provided the financial clarity that enables confident decision-making.
What sets us apart is our commitment to being true partners in your success. We don't just crunch numbers—we take the time to understand your business, your goals, and your challenges. Then we provide proactive, personalized guidance that helps you achieve your vision.
Our Mission
To empower businesses with expert financial guidance, strategic insights, and personalized service that drives sustainable growth and long-term success.
- Certified Public Accountants
- Licensed & Insured
Certified Public Accountants—Licensed & Insured—500+ Clients Served—15+ Years Experience—Certified Public Accountants—Licensed & Insured—500+ Clients Served—15+ Years Experience—Certified Public Accountants—Licensed & Insured—500+ Clients Served—15+ Years Experience—Certified Public Accountants—Licensed & Insured—500+ Clients Served—15+ Years Experience—
What We Stand For
Our Core Values
These principles guide everything we do and shape how we serve our clients.
Integrity First
We maintain the highest ethical standards and transparency in all our client relationships.
Client-Centered
Your success is our success. We tailor our services to your unique business needs and goals.
Proactive Guidance
We don't just report numbers—we provide strategic insights to help you make better decisions.
Growth Focused
We partner with you for the long term, helping your business scale and thrive at every stage.
Milestones
Our Journey
From a one-person operation to a trusted team serving 500+ businesses.
Team Expansion
2013
Grew to a team of 5 professionals, adding tax and consulting expertise to better serve our growing client base.
Fractional CFO Services
2017
Launched fractional CFO services to provide executive-level financial leadership to mid-sized businesses.
Digital Transformation
2020
Implemented cloud-based systems and virtual services, enabling us to serve clients nationwide.
500+ Clients
2024
Reached milestone of serving over 500 businesses across diverse industries while maintaining 98% client retention.
Our People
Meet Our Team
Experienced professionals dedicated to your financial success.
Sarah Chen, CPA
Founder & Managing PartnerWith over 15 years of experience in public accounting and business consulting, Sarah founded Business Office Consulting to provide personalized financial guidance to growing businesses.
Credentials
- Certified Public Accountant
- MBA - Finance
- QuickBooks ProAdvisor
Specialties
- Strategic Planning
- Financial Analysis
- Business Consulting
Michael Rodriguez, CPA
Fractional CFO & PartnerMichael brings 20+ years of CFO-level experience from Fortune 500 companies and high-growth startups. He specializes in helping businesses scale their financial operations.
Credentials
- Certified Public Accountant
- Chartered Financial Analyst (CFA)
- Former CFO - Tech Startup
Specialties
- Fractional CFO Services
- Fundraising
- M&A Advisory
Jennifer Thompson, EA
Tax DirectorJennifer is an Enrolled Agent with extensive experience in tax planning and IRS representation. She stays ahead of tax law changes to maximize savings for our clients.
Credentials
- Enrolled Agent (EA)
- Tax Law Certificate
- 12+ Years IRS Experience
Specialties
- Tax Planning
- IRS Representation
- Multi-State Compliance
David Kim, MBA
Senior Business ConsultantDavid helps startups and small businesses build strong financial foundations. His expertise in business planning and process optimization drives sustainable growth.
Credentials
- MBA - Entrepreneurship
- Certified Management Consultant
- Startup Mentor
Specialties
- Startup Services
- Process Optimization
- Business Planning
Qualifications
Professional Credentials
Our team holds industry-leading certifications and memberships.
- Certified Public Accountants (CPA)
- Enrolled Agents (EA)
- Chartered Financial Analyst (CFA)
- QuickBooks ProAdvisor
- Xero Certified Advisor
- Certified Management Consultant (CMC)
- Member - AICPA
- Member - State CPA Society
500+Clients Served
15+Years Experience
$50M+Client Revenue Managed
98%Client Retention Rate
Client Success Stories
Sarah Mitchell
CEO, TechStart Solutions35% increase in profitability“
Business Office Consulting transformed our financial operations. Their bookkeeping services saved us 20 hours per month, and their strategic insights helped us increase profitability by 35%.
4.9 / 05 ★★★★★Trusted by 500+ Clients
Join 500+ Satisfied Clients
Ready to Work Together?
Let's discuss how our experienced team can help your business achieve its financial goals.