Kelly Flaherty

Thompson Flaherty

✓ VETTEDWhat our “Vetted” badge means. The "Vetted" designation means we have spoken with the firm’s founder about their services and reviewed their publicly available information and reviews. Please note: some "Vetted" firms may be past or current clients of our company. This badge is not financial advice or an endorsement. We do not verify state licenses, credentials, or conduct background checks. You are strictly required to conduct your own extensive independent research to validate any professional before engaging their services.Book intro call

Reviewed by our editors · thompsonflaherty.com ↗

Our verdict

Everything you need from a CPA and nothing you do not, aimed at small business owners and families who want a real partner rather than someone they hear from once a year. You work directly with a dedicated CPA who knows your name and your numbers.

Serves

Small business owners and families, across industries

Location

Edwardsville, IL, with St. Louis and Chicago, and virtual nationwide

Services

Tax planningPayrollBookkeepingTax returnsFractional CFOEntity setup

✓ Why they passed vetting

Proactive, year-round tax planning combined with monthly bookkeeping, so the strategy and the books are not in different hands. They take the business and the family together, which suits an owner whose personal and business finances are tangled. One named CPA rather than whoever picks up, across Metro East Illinois, St. Louis, Chicago and virtual clients nationwide. Clients describe them catching problems nobody had spotted, which is the difference between bookkeeping and attention.

✕ The heads-up

Nothing negative has come back to us. Anything that does will be published here.

What their clients say

Read their Google reviews ↗

“They didn’t just help us run payroll. They caught issues we didn’t even know we had and made sure everything was handled correctly going forward.”

From their Google reviews.

Thompson Flaherty

Who you will work with