I take the burden of bookkeeping off your plate, keep your financial records clean year-round, and help you leverage the latest AI tools so your business runs leaner and smarter.
From keeping your books clean to building AI workflows that give your business a real edge — I handle the financial heavy lifting so you can focus on growth.
Individual, self-employed, and small business returns — plus year-round tax strategy so your business is always positioned well, not just at filing time. Your money stays working for you and reinvested back into your business.
Stop spending your evenings on receipts and reconciliations. I handle your monthly books, bank reconciliation, and financial reporting — so you have peace of mind knowing your records are accurate and always up to date.
Accounting shouldn't just tell you where you've been — it should show you where you're going. I provide forward-looking financial planning, cash flow projections, and strategic guidance to help you make confident decisions about your business's future.
AI is evolving fast — I help business owners cut through the noise and actually put it to work. I assess your current tools, build custom AI workflows tailored to your operations, and make sure you're running as lean and efficient as possible.
I'm Scott Phagan, a licensed CPA born and raised in Asheboro, NC. I'm married with two daughters, and that sense of family and community is at the heart of how I approach my work with clients. I earned both my Bachelor's (2015) and Master's (2021) in Accounting from UNC Greensboro, and completed my CPA licensure in 2025.
My professional background is in property management, but I launched this practice to work across a broader range of industries — retail, food service, manufacturing, service businesses, and beyond. I genuinely enjoy getting into the weeds of a new business, learning how it operates, and building a financial foundation that helps it grow. Whether you're just starting out or looking to take an established business to the next level, that's exactly the kind of work I find most rewarding.
I also believe accounting is evolving. Our work shouldn't just review the past — it should inform the future. Paired with a genuine passion for AI and technology, I help clients build efficient, forward-looking operations that are ready for where things are headed.
I'm not a big firm. That's the point — you get direct access to a CPA who is invested in your business, not just your file.
Your books are clean, your records are accurate, and your tax position is managed year-round. No surprises.
I don't just tell you what happened — I help you plan for what's next. Projections and strategy, not just historical reports.
I stay ahead of AI so you don't have to. Custom workflows and tool integrations that make your business genuinely more efficient.
No commitment to get started. We talk, I learn about your business, and we figure out if we're a fit.
Schedule a free 30-minute consultation and see what better accounting looks like for your business.
Whether you need a tax return filed, your books cleaned up, or advice on growing your business — I'd love to hear from you.