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Burt Douglass, CPA

Partner

 

Burt Douglass is an entrepreneur at heart, which means he’s passionate about helping business owners succeed. Having built and sold successful businesses, he knows what it takes to get a fledgling business off the ground, grow it into a multimillion dollar international company, and then sell it at the right time to maximize stakeholders’ investments.

As a CPA and consultant, Burt has worked with more than 2,000 business owners at companies ranging from mom-and-pop shops to global enterprises with $5 billion in annual revenue. He understands that the basic principles of success are universal – maintaining positive cash flow, controlling operating, expenses, reducing the impact of taxes for example – but he also knows it’s critical to thoroughly understand the specific circumstances of each company.

Burt started his career as a small business tax specialist with Deloitte and KPMG, where he worked for six years with a variety of clients in construction, manufacturing, engineering, logistics, architecture, healthcare, venture capital, stock trading exchanges, automobile dealerships, insurance, oil and gas, wineries, and farming.

Following that experience, Burt worked as a CFO at an insurance agency/broker, where he was instrumental in building the firm to become the largest agency in the Central California region. Afterwards, as the owner and CFO of a consulting and software development company, he grew the business to $25 million in contract revenue before selling it.

For the past 12 years, he has been an owner and president of Douglass + Liebig, CPAs. The CPA firm works primarily with business owners of small to medium-sized companies, providing financial and tax coaching to improve cash flow, reduce taxes, increase value in the business, and improve internal work flow. Douglass & Company focuses on tax planning to ensure business owners retain more of their earned income.