Our Firm

Welcome to Bradley Financial Services! We're super excited that you're here and are looking forward to working with you.

It's time to get to know where we came from and the values we live by in our work. You'll also learn about our Vision and Mission. Yes, those things that every business is supposed to have but often don't actually live by. We do, you'll see!

OUR VISION

An innovative team of accountants dedicated to enlightening individuals and business owners about their finances through technology. 

OUR MISSION

To better understand individuals’ and businesses’ financial situations to tailor a strategy that helps them achieve financial success.

WHAT WE OFFER

We offer an array of services to meet your needs. Please see below for a brief description of how we serve.

TAX PREPARATION

We prepare returns at the highest level to place you in the most accurate tax situation, while preparing you for the future.

BUSINESS FINANCING

We’ve partnered with a network of lenders that give you competitive rates to help your business grow! We’ll guide you through the process, so you’re not alone.

TAX PLANNING

We’ll compute your tax estimates and give you sound advise to ensure you have a smooth ride through tax season.

PROCESS IMPLEMENTATION

To ensure your business operations are performing at the optimal level, we’ll walk through and assess your current process, and implement processes to better optimize your firm’s resources.

ACCOUNTING SERVICES

We dive into your financial world and code your transactions to provide sound financial reports.

BUSINESS ADVISORY

Whether it’s forming a business, assessing business opportunities, or simply looking at cutting costs, our firm has the experts to help your firm increase profitability.

OUR CORE VALUES

Core Value 1: Be Proactive 

Be Proactive: Take Notes + Plan Ahead 

For our client’s and colleagues, we place maximum effort in thinking ahead. We take notes to understand what we need to accomplish. We plan ahead to put everyone in the best position to succeed. We are constantly asking ourselves the question, “what can I do to make things easier for my colleague or client?”. We prepare ahead of meetings. We plan ahead of phone calls. We think through potential problems our client may face. We are constantly thinking through how we, as a team, can overcome obstacles. We’re ALWAYS putting ourselves in position to WIN. 

Never Split the Difference: Negotiating as if Your Life Depended on It 

Amazon.com: Never Split the Difference: Negotiating as if Your Life Depended on It (Audible Audio Edition): Chris Voss, Michael Kramer, HarperAudio: Audible Books & Originals 

Core Value 2: Be Transparent 

Be Transparent: Communicate Effectively, Manage Expectations, Be Human 

We believe in transparency. We like being real here because ultimately, we are human! We believe in effective communication. It builds teamwork and promotes collaboration. We manage expectations on when and how things will get done. If there’s a mistake that is made, we take accountability and move forward, as ultimately, we are humans and not robots. We do not like leaving anyone in the dark on what is going on. Transparency builds trust and enhances everyone’s life. 

Core Value 3: Be Hungry 

Be Hungry: Have a burning desire to learn and consume mounds of information 

If there is one thing we love doing that is learning! We are constantly researching new ideas and software, reading books, and soaking in knowledge. We believe that in order to put our clients on top, we must be at the top of our game. We inspire each other, learn from each other, and integrate our key learnings into the very fabric of our existence. At its core, we are sponges and it is contagious! We want everyone around us to be sponges.

Core Value 4: Be Efficient 

Be Efficient: Think Smarter Not Harder, Be Versatile, always Be On The Attack 

We get work done in the most efficient manner. It’s not enough to do the work. We do the work AND get it done quickly. We constantly create efficiencies because it sets us up to be versatile. Organizing is a skill. We’re always on the attack. “Be On The Attack” means placing yourself in a position where your workload is at a manageable level to take on more. In thinking smarter, we increase our capacity to do more for our colleagues and clients. 

Core Value 5: Add Value 

Add Value: Deliver the goods & Put everyone on! 

We get s*** done. Period. We have that “dawg” mentality, where we deliver the goods requested of us, and add value! Our clients rely on us to put them in a position to win, and it takes a dawg to do that. When a company hires Bradley Financial Services, they are hiring us because they know we get things done, and more importantly enrich their life. You HAVE to be a dawg to do that because for us, it’s more than just work! 

Core Value 6: Have Fun 

Have Fun: Have Fun…Have Fun….Have Fun…. 

You remember the quote “All work and no play makes Jack a dull boy”. We’ve trashed this saying. We like to have fun! Business is fun! We encourage our co-workers and clients to take time off. We indulge in the fruits of our labor. We travel around the world, hang out with family and friends, grab drinks with each other and celebrate! We believe in maintaining solid mental health, and having fun is a great prescription drug!Â