Who Am I?

I’m Dash Thompson, CPA, and I founded balanceTree after spending many years inside traditional accounting firms and feeling increasingly frustrated by how the work was done. Too often, firms were running on outdated models and assumptions that left clients reactive instead of informed—and left CPAs stretched thin, disengaged, and unable to deliver the level of service we actually wanted to provide.

I saw firsthand how that combination led to the same outcomes over and over again: rushed tax seasons, avoidable surprises, low morale, and unhappy clients.

balanceTree CPA was created as a different kind of practice—one focused on clean books, proactive tax planning, and steady, year-round support. I work with a limited number of clients so I can stay engaged, responsive, and thoughtful in my approach, helping business owners understand their numbers, plan ahead, and feel confident about where they’re headed.