Portland, Oregon ยท Pacific Northwest

Expert Tax & Financial Strategy for the Trades.

You build the world; we build your bottom line. Bean Wise provides specialized tax preparation, CFO services, and payroll for skilled blue-collar business owners.

Schedule Your Free Tax Strategy Session No obligation  ยท  No jargon  ยท  Just answers.
10+
Years CPA Experience
$0
Consultation Fee
PNW
Based & Proud
The Problem We Solve

You're an expert at your trade. You shouldn't have to be an expert in the tax code, too.

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Stop worrying about IRS audits. We handle compliance so you can stay focused on your crew, not the tax code.
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Stop wondering where your profit went. Clear books and job costing show you exactly what each project earns โ€” and costs.
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Start making data-driven decisions for your crew. Real numbers and real strategy so you can hire, expand, and grow with confidence.
What We Do

Your Complete
Back-Office Solution

Every service is designed for the way trades businesses actually work.

01
Tax Prep & Planning

We don't just file forms; we look ahead to ensure you keep the maximum amount of your hard-earned cash. Proactive strategy all year long โ€” no surprises at filing time.

Year-Round Strategy
02
Fractional CFO Services

High-level financial strategy to help you scale your fleet, hire more crews, and increase your margins โ€” without the overhead of a full-time CFO.

Growth Planning
03
Payroll & Compliance

Take the headache out of Fridays. We ensure your team is paid on time and your employment taxes are handled correctly โ€” every single pay period.

Weekly / Bi-Weekly
04
Financial Advisory

Long-term wealth building. We help you turn your business success into personal financial freedom โ€” from the job site to the portfolio.

Wealth Building
The Competitive Edge

Why Bean Wise
for Trades?

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Job Costing Mastery

We help you understand exactly which projects are profitable and which are costing you money โ€” so you can bid smarter and walk away from the wrong jobs.

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Equipment Strategy

From Section 179 deductions to financing vs. leasing, we know how to handle your heavy machinery and fleet costs to maximize your tax position every year.

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Mobile-First Communication

We know you're on the job site. We use tech that makes it easy to send documents and get answers from your phone โ€” no office visits required.

The Process

The Blue Collar
to CEO Path

From working in the business to owning a profitable asset.

1

Clean Up

We get your books and payroll in order. A solid foundation changes everything โ€” you'll finally see your real numbers clearly.

Foundation
2

Optimize

We implement tax-saving strategies specifically built for contractors โ€” equipment deductions, entity structuring, retirement planning.

Tax Strategy
3

Scale

Our CFO services provide the roadmap for expansion โ€” more crews, new equipment, and the margins to make sustainable growth work.

Growth
Lauren Bean, CPA

No jargon. No surprises. Just solid tax and financial advice for the people who keep the country running.

The Bean Wise Promise โ€” straightforward, honest, and built around your business. We work with trades owners across the Pacific Northwest who deserve a CPA that actually understands their world.

Ready to stop overpaying in taxes?

Schedule a free 30-minute tax strategy session. No pitch, no pressure โ€” just real answers about your specific situation.

Book Your Free Session โ†’