Beresford Financial Services
About us
We are a financial services firm that provides high quality financial services and outstanding value for our clients
Brendan Beresford
Brendan is a Certified Public Accountant (CPA) with a diverse and extensive background in the accounting profession. With experience spanning various industries and specializations, Brendan is dedicated to providing top-tier financial services tailored to meet each client's unique needs.
He began his career working in the audit practice at Deloitte (one of the big four accounting firms). From there, Brendan went on to spend a number of years working in forensic accounting, financial accounting and financial reporting for companies with annual revenues of up to $1 billion.
Through the years, Brendan has worked with individuals and companies of all sizes, providing services in the areas of tax, GL accounting, financial reporting, assurance, financial planning, and more.
Our Mission
Our mission is to modernize the individual/small business financial services industry. We are here to disrupt the old-school practices that are largely still in place in the industry by implementing cutting-edge technology and hyper-efficient processes & procedures. We are constantly reviewing all current technical guidance to provide our clients new ways to save on taxes and streamline their financial situations. We also utilize a virtual first, paperless workflow that makes life on our clients easier and saves them money.
Core Values
Education: We are a collaborative firm that includes our clients in our workflow process. We believe that it is vital for our clients to understand WHAT work we are performing for them, HOW we are performing it, and WHY we are doing what we are doing.
Communication: We value clear lines of communication with our clients. We are clear from the start of each engagement with regards to all parties' responsibilities, timelines and expectations. We continuously update our clients proactively to ensure they are up to date on the status of our work.
Modernization: We embrace technology and understand the value that modernization brings to the financial services space. We utilize a virtual-first environment with an easy-to-use online portal. In doing so, we are able to save time and money on office space and in-person visits. These cost savings are passed directly on to our clients, which maximizes the value we are able to provide.
