We are a group of passionate financial professionals, Enrolled Agents and CPAs with more than 30 years of experience working in financials for small businesses and simplifying financial lives for busy individuals. We provide professional accounting and daily money management services to our clients.
Our mission is to provide a solid level of financial comfort to our many clients who, in today’s economy, are overwhelmed and struggling to live up to their goals as well as maintaining proper records and compliance. We are hands-on, energetic, people-focused, senior contributors with a long history of success in exacting environments.
We place a strong emphasis on maintaining high customer satisfaction through problem solving and innovative solution generation.
We are able to manage personnel, work autonomously, and serve on high-performance teams. Our clients are our top priority and we will create communication and systems that work for YOU!
We cultivate positive and productive working relationships and are able to communicate complex concepts and ideas to all levels of responsibility, up to and including senior executives and business owners.