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THE NUMBERS DON'T LIE.

More Expertise.

When you choose PTBC, you have access to dozens of specialized resources, multiple advisors, and decades of experience.

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Less Worry.

Growing your business should be exciting - not stressful.  Our team of experts will handle the details so you can spend more time doing what you love.

Better Value.

Even when paying for a full time internal accountant, some needs are not met and require you to engage an advisor. Basic mistakes can also come with high dollar price tags. We can help avoid those costs while optimizing your budget.

Full-time Accountant + Tax Accountant

A full-time internal accountant may fulfill basic accounting needs, but often requires additional spending on outsourced advisory services for higher level business and tax planning, resulting in a high overall pricetag.

Part-time Accountant + Tax Accountant

A part-time internal accountant may reduce overall spend but limits availability for day to day accounting needs and may still require outside advisory and tax services.

Outsourced Accounting, Finance & Tax Services with PTBC

Full service with better value.

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$$

$$$

Average relationship cost for one entity, one owner, and one location

All while helping you navigate your financial future.
INDUSTRIES WE SERVE
Dog Enjoying Campfire

VETERINARY

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DENTISTRY

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OPTOMETRY

Compass & Map

PROFESSIONAL SERVICES

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Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered.  Please note that not all of the investments and services mentioned are available in every state.  Securities offered through Avantax Investment Servicesâ„ , Member FINRA, SIPC, Investment Advisory services offered through Avantax Advisory Servicesâ„ , insurance services offered through an Avantax affiliated insurance Agency.

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The Avantax family of companies exclusively provide financial products and services through its financial representatives. Although Avantax Wealth Managementâ„  does not provide or supervise tax or accounting services, Avantax Representatives may offer these services through their independent outside business. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Managementâ„  or its subsidiaries. Avantax Wealth Managementâ„  is not responsible for and does not control, adopt, or endorse any content contained on any third party website.


This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.


Investments & Insurance Products: Are not insured by the FDIC or any federal government agency- Are not deposits of or guaranteed by the bank or any bank affiliate- May lose Value.

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Avantax Investment Servicesâ„  and Avantax Advisory Servicesâ„  are not affiliated with PTBC CPAs.

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