Accounting & Financial Services
Smart Accounting.Stronger Futures.
At O’Brien Shortle Reynolds & Sabotka, PC, we provide a comprehensive suite of financial services designed to support individuals, families, and businesses. With decades of experience, modern tools, and a refined advisory approach, we deliver clarity, accuracy, and forward-thinking financial guidance at every stage.
Our Services
Find the Right Support for Your Financial Goals
Accounting & Auditing
Accurate financial reporting and compliance-focused audits for clarity and confidence.
Our Services Include:
- Financial statement preparation
- Compilation, review, and audit services
- Internal control evaluation
- Compliance and regulatory reporting
Tax Planning & Preparation
Strategic tax guidance designed to reduce liabilities and maximize financial efficiency.
Our Services Include:
- Individual and business tax preparation
- Strategic year-round tax planning
- Multi-year tax projections
- IRS and state agency correspondence
Financial Planning
Personalized strategies to support long-term financial health and wealth growth.
Our Services Include:
- Retirement planning and forecasting
- Investment and wealth strategy guidance
- Cash flow and budgeting support
- Risk assessment and mitigation
Business Advisory & Consulting
Insightful guidance to strengthen operations and drive strategic growth.
Our Services Include:
- Business formation and entity selection
- Financial forecasting and growth planning
- Operational and financial efficiency consulting
- Profitability and performance analysis
Condominium & HOA Accounting
Reliable financial management designed for Vermont associations and boards.
Our Services Include:
- Annual financial reporting and audits
- Operating and reserve budget development
- Monthly bookkeeping and recordkeeping
- Reserve analysis and planning support
QuickBooks ProAdvisor Support
Expert setup, training, and troubleshooting from Certified QuickBooks ProAdvisors.
Our Services Include:
- QuickBooks setup and optimization
- Staff training and onboarding
- Troubleshooting and system cleanup
- Ongoing support and workflow best practices
A Higher Standard of Financial Guidance
Experience the clarity and confidence that comes from partnering with a CPA firm committed to precision, strategy, and long-term support. Our team delivers modern, refined, and forward-thinking financial expertise designed around your goals.