Trusted Accounting & Tax Expertise Since 1994
About Terry and Associates CPA
Personalized Financial Solutions for Your Success
About Terry and Associates CPA
Founded in 1994 by David Terry, Terry & Associates CPA has grown into a leading regional accounting firm, offering exceptional tax and accounting services to clients across multiple states. Over the years, we have built a solid reputation for delivering personalized and effective financial solutions to businesses and individuals alike.
Our commitment is simple: we aim to provide every client with the highest level of professionalism, integrity, and customized financial strategies. We understand that financial needs differ from one client to another. That’s why we tailor our services to help you achieve financial stability, growth, and long-term success.
Our Office:
Conveniently located in Crestview Hills, near the I-71/I-75 & 275 split, providing easy access for clients throughout Greater Cincinnati.
Why Choose Terry & Associates CPA?
At Terry & Associates CPA, we believe that financial success is not just about numbers — it’s about understanding each client’s unique goals and challenges. Here’s why individuals and businesses have trusted us for over three decades:
- Personalized Financial Solutions
Every client’s financial situation is unique. Whether it’s strategic tax planning, payroll management, or long-term accounting strategies, we customize our services to suit the specific needs of each client. Our team works closely with you to understand your objectives and create a roadmap for success. - Experienced Leadership
David A. Terry, CPA, MBA, and BS, has been a trusted name in the accounting industry for decades. Licensed in Kentucky and Ohio, David’s leadership is rooted in excellence, integrity, and client-first principles. Under his guidance, our team continues to prioritize ethical practices and innovative solutions. - Convenient Location
Our office is strategically located in Crestview Hills, Kentucky, near the I-71/I-75 and 275 split. This makes it easy for clients throughout Greater Cincinnati and Northern Kentucky to access our services. - Commitment to Excellence
Providing excellent service is at the core of everything we do. From detailed financial analysis to proactive communication, we ensure that our clients receive the best possible guidance and support. - Comprehensive Services
We offer a wide range of services, including:- Accounting Services: From bookkeeping to financial reporting, we help businesses maintain accurate financial records.
- Tax Preparation and Planning: Our team ensures that your tax returns are accurate, timely, and optimized for savings.
- Payroll Management: Simplify payroll processing with our efficient and compliant solutions.
- CFO Partnership: Gain strategic financial guidance with our virtual CFO services.
“Terry & Associates CPA has been an invaluable partner in managing our business finances. Their expert guidance and personalized approach make all the difference. Highly recommend!”
— Michael R., Business Owner
Amazing Guidance, Personalized Solutions, Lasting Success
Take the Next Step with Terry & Associates CPA
About Terry and Associates CPA – At Terry & Associates CPA, we are committed to helping individuals and businesses achieve financial success with Professional tax and accounting services. Whether you need strategic tax planning, payroll management, or personalized financial advice, our team is ready to assist you.
Satisfied clients
Years of dedicated
Tax returns
Payrolls
Our Founder
Leadership Rooted in Excellence & Integrity
About Terry and Associates CPA – David A. Terry, CPA, MBA, and BS has been a trusted name in the accounting industry for decades. Licensed in Kentucky and Ohio, he has dedicated his career to providing ethical, client-focused financial guidance. His active involvement in professional organizations and community service reflects his commitment to excellence.
Core Values:
✔ Excellence is the standard
✔ Integrity in every decision
✔ Client-first approach
✔ Continuous growth and innovation
About Terry and Associates CPA
Our Services
About Terry and Associates CPA – We offer a comprehensive range of services designed to meet your financial needs:
- Accounting Services
Accurate financial records are the foundation of any successful business. We provide bookkeeping, financial reporting, and other accounting services to help you stay organized and informed. - Tax Preparation
Filing taxes can be stressful, but we make it simple. Our team ensures that your tax returns are accurate, timely, and compliant with the latest regulations. - Tax Planning
Don’t just react to tax season — plan for it. We help you develop strategies to minimize tax liabilities and maximize your savings year-round. - Payroll Services
Managing payroll can be time-consuming. Let us handle it for you with efficient and compliant payroll solutions. - CFO Partnership
Need strategic financial guidance but don’t need a full-time CFO? Our virtual CFO services provide the expertise you need to make informed decisions.
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About Terry and Associates CPA – Follow us on social media to stay updated on the latest financial tips, news, and insights.
At Terry & Associates CPA, your financial success is our mission. Schedule a consultation today and discover how our personalized solutions can make a lasting difference in your life or business.