About the firm
Built by grit.
Trusted with complexity.
“Cascade caters to an underserved market. As founders, we recognize that you outgrew your small firm, yet lack the scale to command the appropriate attention from national firms. So, in 2018, we launched Cascade — boutique-responsiveness paired with institutional expertise.”
Peter Drag & Eric Beaton — Founding Partners
The story
Diligence is our foundation.
Cascade was founded in 2018 by two CPAs who believed businesses shouldn’t have to choose between technical expertise and a personal relationship. Prior to launching the firm, the founders realized that growth-stage companies often struggled to access top-tier service, while established enterprises frequently lacked the direct attention they deserved. Cascade was built to eliminate that trade-off, delivering sophisticated capabilities alongside the continuity of dedicated relationships.
Today, we support hundreds of business owners, professionals, and directors with work that is handled carefully, reviewed thoroughly, and delivered with consistency. Every file is reviewed by multiple professionals and supported by structured workflows designed to reduce errors and ensure timelines are met.
What our clients experience, however, is not the process. They experience clarity, responsiveness, and an advisor who knows their situation well enough to care about the details that matter. It's where expertise is only a phone call away.
Core values
How we work.
Four truths that guide how we run the firm and serve our clients.
- Key Relationships
- We stand by our people and our clients. Once a relationship is formed, we work to strengthen it through trust, consistency, and genuine commitment.
- Mutual Trust
- Trust given and trust returned. We act in good faith and apply integrity and sound judgment — placing principle above technicalities or self-interest.
- Teamwork
- Supportive, appreciative, and fun. We celebrate wins, share laughs, and cheer on each others' journey to success.
- Diligence
- Attention to detail is respect in action. We ask the questions others don't, and apply careful consideration to protect our clients' interests.
Our philosophy
“Clients are valued equally and receive the same high-quality service, regardless of size. We build relationships, not transactions.”
— Peter Drag & Eric Beaton, Founding Partners
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ORGANIZATIONS RELY ON US FOR AUDITS AND REVIEWS
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HOUSEHOLDS RELY ON US FOR PERSONAL TAX OVERSIGHT
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BUSINESS OWNERS LOOK TO US FOR CORPORATE TAX EXPERTISE