SIMPLIFY YOUR TIME & MONEY!
You will love us.
Who We Are
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.
PRESIDENT & CEO
30+ Years of corporate and small/medium business financial and accounting management
Federally licensed tax practitioners, Enrolled Agent and CPA professionals specializing in taxation with unlimited rights to represent taxpayers before the IRS
QuickBooks expertise, detailed understanding of accounting systems set up, consulting, management and training experience
Enrolled Agent, Certified Public Accountant, QuickBooks Advanced Certified Pro-Advisor, Notary Public