We are a planning & consulting CPA firm with a focus on being available to small business owners throughout the year for when business, tax & other financial issues arise.

We’re not a traditional accounting firm who puts together your tax return once a year—we team with our clients on a monthly basis and engage with them regarding all aspects of their business strategy.

We utilize proven strategies to help small business owners drive growth, maximize profits, and effectively plan for taxes. A few examples of where we might add value:

-Optimize formation/structure of company for tax savings
-Provide actionable insights to drive more profit for your company
-Relieve owner of time-consuming responsibilities to allow them to focus on higher value priorities (business or personal priorities)
-Benchmark your company’s performance against other companies in the same industry