Busy entrepreneurs whose businesses are growing who need a better understating of their cash flow in order to effectively plan for future expenditures, expanded services, or increased headcount (or downsizing).  We analyze financials, create budgets, advise on owner salary or draw, & provide a thorough financial picture to support you making informed decisions. We meet you where you are to take your business to the next level with systems & processes that work for you.

Established businesses that need help fixing/reconciling/auditing existing accounting systems. We have a knack for getting to the bottom of general ledger discrepancies & unreconciled accounts. We consult on & negotiate any outstanding taxes with state & federal authorities saving owners thousands in interest & penalties. We are super responsive & will prioritize your financials, especially during an audit or other time sensitive scenarios.

Hard-working trade professionals who are ready to work for themselves. We will work with you on your financial projections, including sales & infrastructure costs, while we set up simple accounting systems & processes for your ongoing use. We are able & willing to train those who are interested in keeping their own books, or we can continue to directly support your bookkeeping & accounting needs – your choice! We know the importance of flexible support as you brainstorm ideas & turn your dream into reality.

Individuals who require consultation on complex or straightforward tax needs, including those who owe back taxes, have recently started their own business, &/or have carry over credits, etc. We offer personalized & detailed support and pride ourselves in providing more care & attention to detail than big-box tax preparation firms. We are committed to maximizing your deductions, credits, & refunds and helping you understand how to manage your taxes moving forward. Financial literacy is for everyone, and while you will never be just a number to us, we can make numbers easy for you.