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Who We Are

We started this firm to give small business owners peace of mind around their finances, allowing them to focus on growth rather than worrying over spreadsheets. With over 10,000 billable hours dedicated to providing tax and accounting solutions, and as certified QuickBooks ProAdvisors, we bring both expertise and reliability to every client we serve.

Who We Serve

We support growing businesses that aren’t quite ready to hire a full-time accountant but still need expert financial guidance. Whether you're overwhelmed by rapid growth and looking to offload time-consuming bookkeeping tasks or simply dissatisfied with your current accounting support, we provide the professional help you need to stay on track and thrive.

How We Do It

We combine the power of technology with years of experience to provide reliable, accurate financial support without the overhead of a full-time hire. By building streamlined workflows with trusted tools and partners like QuickBooks, ADP, and cloud-based solutions, we ensure your numbers stay clean, current, and ready for decision-making. With clear communication, consistent reporting, and proactive insights, you'll always know where your business stands and what’s on the horizon.

Core Values

Client Focus

We are dedicated to understanding our clients’ businesses and goals. Every recommendation and action is guided by what's in their best interest.

People First

We value the people behind the numbers. Whether it’s our team or our clients, we believe in treating everyone with respect, empathy, and support. 

Accountability

We take responsibility for our work, our results, and our relationships. We own our mistakes, celebrate our wins, and never make excuses. 

Excellence

We are committed to delivering high-quality, accurate, and timely work. We do not settle for "good enough." 

Integrity

We act with honesty, transparency, and ethical standards in all we do. Trust is earned and we protect it fiercely. 

Innovation

We embrace technology and continuous improvement to provide smarter, more efficient solutions that evolve with our clients' needs. 

What We Do

  • Bookkeeping (Clean, accurate, and timely records, so you can make confident decisions.) 

  • Financial Analysis (Actionable insights to help you understand trends, improve cash flow, and support growth.) 

  • Ongoing Support (Responsive, consistent help when you need it, not just at month-end.) 

What We Don't Do

  • Payroll (but we partner with providers) 

  • Tax & Attest services (audits, reviews, compilations) 

  • We are a recording-only service (no approvals, payments, or account access.) 

What is Coming Soon

  • Accounts Receivable management (ensure timely collections and consistent cash flow) 

  • Accounts Payable management (handling vendor invoices and scheduling payments) 

  • Job Costing (Tracking costs per project/job for profitability analysis) 

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