We understand the challenges faced by small business owners.

We strive to provide practical solutions to your greatest challenges. As an owner of multiple businesses and as someone who has supported multiple businesses throughout their business growth cycle, I am uniquely qualified to help you with everything from basic bookkeeping to virtual CFO and Exit Planning engagements.

We bring years of experience across a wide range of industries to help entrepreneurs manage their business. Our goal is to provide value-added accounting services to everyone, big or small.

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Services

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Businesses

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Individuals

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Financial Advisors

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CPA Firm Coaching

Our Services

Businesses

We offer a wide range of service to business owners. We aim to provide proactive advice with each engagement so you can manage your business more effectively:

  • Bookkeeping and Payroll
  • Tax Planning and Tax Preparation
  • Virtual CFO
  • Exit Planning
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Our Services

Individuals

Most individuals can benefit from comprehensive tax planning. Though we offer tax preparation only, we believe that most individuals are missing opportunities for improving their overall financial situation by merely focusing on tax preparation and compliance. We offer the following services to individual taxpayers.

  • Tax Planning
  • Tax Preparation
  • Consultation with Your Financial Advisor
Our Services

Financial Advisors

You operate in a dynamic, competitive industry. Demonstrating competence and value to your clients is essential for client retention and referrals. We work directly with financial advisors on case study and developing a financial plan for clients so you can have more confidence in your recommendations and planning process.

Call us to see how you can leverage the knowledge of experienced tax professionals in your practice.

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Our Services

CPA Firm Coaching

Need help capturing offseason revenue and increasing staff utilization? We can help design systems and strategies to better serve your clients and grow your firm. Let us coach your staff to bring in revenue while you use the offseason to focus on operating your business and enjoying time away from the office.

Testimonial

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